Professionals in this role get to:
Be the Expert: join dedicated client teams providing valuable ideas, penetrating insights, sector focused analysis. Build, value and update the company’s financial models using both absolute (Discounting Cash Flow) and relative models. Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions. Formulate the research framework to analyze industries and companies, in consultation with client and project manager.
Impact the Bottom Line: Carry out industry/company research and prepare reports outlining the investment recommendation. Write in detail Initiating coverage report, reflecting in-depth understanding of the company. Write Quarterly reports covering quarterly results (preview & review), company updates on a monthly basis covering major developments during the month. Present oral and written reports on general economic trends, individual corporations, and/or entire industries. Generate investment ideas in the form of research reports, which may require to be presented to the clients.
Know the Business: Monitor fundamental economic, industrial, and corporate developments through analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company sources, and personal interviews.
Be the Point of Contact: Work independently with client analysts to define concepts/ deliverables, under the direction of project managers.
Enable the Team: Guide and train juniors to bring them up to speed with quality output.