Senior Research Analyst

• Team: Research & Portfolio Management
• Reports to: Head of Research
• Location: Bengaluru / Mumbai

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Role Description:

The key deliverable will be to maintain in-depth, timely and high quality research on companies within our investible universe and support the Portfolio Managers to make investment decisions

Core Responsibilities:

The responsibilities include:

• Creation of financial models and analyse companies’ historic performance based on these models
• Interact with managements of companies, attend conferences/management calls and build investment hypotheses and present to the internal team of analysts and Portfolio Managers
• Maintain and update the financial models on a quarterly basis and update the
  team on any new developments on the performance of these companies
• Identify and present new investible ideas that fit our investment philosophy
• Gather, populate and analyze industry-level and macro-economic data which is used by the research team on a regular basis. The role also involves periodic updating of these datasets
• Work with the research team to analyse industry and company-specific trends, gather information and enhance research process

Skills:

• Excellent understanding of financial statements and business economics
• Strong analytical and communication skills
• Attention to detail
• Energetic, proactive, and hardworking
• Independent Thinker
• Good communication skills
• Learning attitude – reading books/new subjects
• Team member
• Advanced level of Microsoft Excel and use of technology

Qualifications and Experience:

• CA / CFA/ MBA
• 3-5 years of relevant experience in equity research
• Strong academic track record

Our commitments:

• We are an equal opportunities employer and encourage diversity in the work place
• A healthy work-life balance
• Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
• Excellent learning and growth potential
• Strong value system

Research Analyst

• Team: Research & Portfolio Management
• Reports to: Head of Research
• Location: Bengaluru / Mumbai

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Role Description:

The key deliverable will be to create, maintain and update financial models of
companies in our investible universe.

Core Responsibilities:

• Creation of financial models and analyze companies’ historic performance based on these models
• Interact with managements of companies, attend conferences/management calls and build investment hypotheses and present to the internal team of analysts and Portfolio Managers
• Maintain and update the financial models on a quarterly basis and update the
  team on any new developments on the performance of these companies
• Gather, populate and analyze industry-level and macro-economic data which is used by the research team on a regular basis. The role also involves periodic updating of these datasets
• Work with the research team to analyse industry and company-specific trends, gather information and enhance research process

Skills:

• Excellent understanding of financial statements and business economics
• Strong analytical and communication skills
• Attention to detail
• Energetic, proactive, and hardworking
• Independent Thinker
• Good communication skills
• Learning attitude – reading books/new subjects
• Team member
• Advanced level of Microsoft Excel and use of technology

Qualifications and Experience:

• CA / CFA/ MBA
• 1-3 years of relevant experience in equity research
• Strong academic track record

Our commitments:

• We are an equal opportunities employer and encourage diversity in the work place
• A healthy work-life balance
• Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
• Excellent learning and growth potential
• Strong value system

Relationship Manager/Senior Relationship Manager
(3 open positions)

• Team: Client Experience and Business Development
• Reports to: Director
• Location: Bengaluru & Mumbai

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Role Description:

The role involves cultivating and nurturing long-term relationships with existing and prospective clients. The incumbent is expected to represent our investment philosophy and values to clients and ensure excellent client experience

Core Responsibilities:

The responsibilities include:

• Explaining our investment philosophy to prospective clients and ensure alignment
• Conduct investment discussions with clients, independently or in consultation
  with investment management team
• Ensure compliance requirements are adhered to
• Address client queries in a proactive manner
• Cultivate strong relationships
• Represent client to internal teams and provide feedback
• There are no financial targets

Skills:

• Client and service orientation
• Excellent communication and presentation skills
• Understanding of financial markets
• Ability to engage with clients in a non-transactional manner
• Building long-term relationships
• Energetic, proactive, and hardworking
• Collaborative approach

Qualifications and Experience:

• MBA (preferred but not mandatory) or Postgraduate from reputed institutes
• 2-5 years’ experience in relationship management role in any industry
• Strong academic track record
• Relevant regulatory certification that may be required from time to time

Our commitments:

• We are an equal opportunities employer and encourage diversity in the work place
• A healthy work-life balance
• Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
• Excellent learning and growth potential
• Strong value system

Officer / Executive – IT & Admin

• Team: IT & Admin
• Reports to: IT Manager
• Location: Bengaluru

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Role Description:

The responsibilities of a system admin position includes supporting the team in Bangalore & Mumbai. The candidate should have a strong desire to learn as per evolving needs of our firm. In addition to IT support, the candidate should be willing to support certain Admin tasks

Core Responsibilities:

• Handle daily technical support activities on desktop support, data network and server management
• Desktop and Laptop troubleshooting
• Setup desktop computers and peripherals and test network connections
• Install and test software applications and internet browsers
• Adhere to policies as per corporate manuals and directives
• Extend computer support for systems software and hardware
• Setup computers and install software for various applications and programs
• Interact with staff on desktop problems and resolution
• Network and connect computers within organization to better communication
• Handle certain Admin functions/tasks of the organisation

Skills:

• Excellent technical and communication skills
• Basic Knowledge on windows server
• Knowledge on email server and client
• Knowledge on installation on various Operating systems like windows 10,
  windows server 2012 & 2016 etc
• Energetic, proactive,hardworking and service oriented
• Collaborative approach

Qualifications and Experience:

• Graduate
• 1 – 3 years experience in Desktop support role

Our commitments:

• We are an equal opportunities employer and encourage diversity in the work place
• A healthy work-life balance
• Flexibility – Everyone is encouraged to manage their time effectively in line with their commitments
• We offer excellent learning and long term growth potential
• Strong value system is core of our organization