India Research Analyst - Consumer (Bernstein)
The Analyst will form the core team in Bernstein's India franchise. With good performance, there are immense growth prospects within the firm.
As an India Research Analyst - Consumer, you will be required:
Research product responsibilities-
Collect relevant public information and data, ensuring it comes from reliable sources
Participate in industry events, when necessary
Investigate key information and key data points, through checks and discussions
Build financial models, describing relevant parts of the business environment and allowing for forecasts; ensure the modelisation process is completed to a high professional standard.
Update the models whenever necessary, and improve or replace them when appropriate
Develop innovative and value-adding approaches, both for collecting data and for analysing it, in order to provide clients with input that adds value to their thought process
Subject any finding and any forecast to critical analysis
Based on the research and analysis work, prepare and publish whenever necessary, documents that update clients on developments on the subject area covered, and that highlight key points
Supervise the production of documents by team members
Respect all internal rules and all external regulations relating to the research production process
Answer clients' bespoke requests, within the framework set by Compliance for bespoke research activity, and in line with the overall marketing approach (pls see below)
Supervise your team members on them answering bespoke requests
Research marketing responsibilities-
Based on the priorities defined in the marketing approach, communicate the published findings to internal and external clients, through calls, messages, one-to-one meetings, video-conferences or conferences
Based on the priorities defined in the marketing approach, develop long term relationships with clients characterized by trust and professionalism; build, foster and cultivate client relationships in line with regulatory requirements
Based on the priorities defined in the marketing approach, initiate and develop new client relationships
Based on the priorities defined in the marketing approach, respond to client requests; analyse, investigate, research, manage and resolve queries received from clients
Ensure an active communication of published findings to internal clients, through chats, messages, calls, conferences; in particular, present ideas to the general sales desk, and participate in regional/ global sales meetings as directed
Provide qualitative feedback to BL Management, whenever useful
Represent BA LLP in front of the general public and the press, subject to approval by Communications, and as directed by management
Team Leader responsibilities-
Ensure an adequate continuity of coverage, on your team's subject area
Ensure the publication of high quality and innovative Research, on your team's subject area
Structure the marketing approach by:
Gathering market intelligence: general developments on client side, client initiatives, client interests and priorities
Being informed of clients' preferences as regards BA LLP Research: requested service level, delivery preferences
Using this available information, and in contact with Research Management, develop target client lists and an overall structure for the client approach, for the team as a whole and for individual members
Supervise the implementation of the marketing approach
Supervise the respect by team members of internal rules and external regulations
Ensure cascade of key messages, MARK updates and information relevant to the team within remit
Ensure that management is informed of major issues within the team
Conduct Responsibilities-
Adhere to all relevant internal rules and external regulations; comply with operational and conduct risk requirements (e.g data leakage, security policies and regulatory requirements)
In particular, ensure full adherence to the BA LLP Research responsibilities, as defined in the Research handbook and in regular training sessions
Take reasonable steps to be fully aware of, understand and comply with regulatory requirements from all regulatory and statutory bodies that are applicable to the role and the business line
Protect BA LLP market share and reputation, through professionalism, discipline, rigor, and attention to risks
Make sure all research is produced according to BA LLP Research standards and methods
Assist in the self-identification of all conduct related issues. Ensure escalation to appropriate stakeholder or function whether internal or external.
Adhere to business line mandates relevant to the role as directed by your manager
Other-
This description is intended to outline the main responsibilities for the role and is not an exhaustive list, responsibilities may vary from time to time as directed by your manager.
For our Research Analyst roles, we look for evidence of thought leadership, aptitude for the highest level of analytical rigor and client relationship skills. We look carefully at your academic background as well as prior work experience.
Excellent knowledge of the Research Area covered
Excellent knowledge of Financial Techniques
Good knowledge of relevant data feeds
Ability to produce innovative ideas
Proficient in Excel / PowerPoint
Rigorous and curious
Strong communicator
Excellent organizational skills
Adaptability and Flexibility