Equity Research Analyst - Investments Desk

Equity Research Analyst - Investments DeskA domestic insurance company modernising its operations team, and adding research depth to the equity side of its investments deskLocation: Remote (India)The desk and the money it managesThe insurer's investments team manages policyholder and shareholder funds, including unit-linked funds where equity performance is visible to customers every day. The equity desk is three fund managers and two analysts covering a portfolio of large and mid-cap listed companies, run within regulatory investment limits and an internal approved-securities framework. The company has partnered with Flexiple to hire an Equity Research Analyst to take over coverage of a set of sectors.Coverage this analyst will ownPrimary coverage of 15 to 20 listed companies across two sectors, likely financials and consumer, with others sharedBuilding and maintaining three-statement models, updating them within a day or two of quarterly resultsWriting initiation notes and short result updates with a clear view: add, hold or exit, and whyAttending management calls and analyst meets, and recording the takeaways for the fund managersPreparing stock papers for the investment committee when a company is proposed for the approved listMonitoring exposure, concentration and rating triggers alongside the mid-office and risk teamsWhat the role asks of a candidate2 to 6 years in equity research on the buy side or sell side, or in a research support role with real model ownershipStrong accounting fundamentals and comfort valuing companies on earnings, book value or cash flows as the sector demandsClear, short writing; the investment committee reads the first paragraph and decides whether to read the restCA, CFA (any level) or an MBA in finance; NISM research analyst certification or willingness to obtain itHelpful, not essentialCoverage of banks or insurers, familiarity with how insurance investment regulations shape portfolio choices, and experience presenting to a committee.How the desk worksA hybrid pattern, in the office on market-heavy days and around results season. The desk is small, so analysts present directly to the fund managers and, for larger positions, to the investment committee. Research is used for long-horizon policyholder money, so the emphasis is on quality of business and downside, not trading calls.The selection routeA screening conversation with Flexiple, a modelling and note-writing case on a listed company, a technical discussion with the head of equities, and a final round with the chief investment officer and HR.Separately from this desk, your application stays active for similar research roles we are asked to fill later.

Work arrangement
Yes