Senior Research Analyst, Research

Reposted 13 Days Ago
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Mumbai, Maharashtra, IND
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
The Senior Research Analyst will analyze the financial sector, produce detailed reports, engage clients, and lead junior researchers, ensuring timely delivery and strategic communication with sales teams.
Summary Generated by Built In
Position Description

The role will focus primarily on the Financials sector. This role will report to the Head of Research India and will be required to provide recommendations based on thorough analysis and company insights. Incumbent must be able to present & market their ideas effectively internally to institutional sales, and externally to fund managers and clients. Typically the Research Analyst would cover Companies\clients, determined by the Head of Research within India and may have a Research Associate assisting him/her.

The incumbent will be required to publish research reports in a frequency as agreed with Head of Research-India and\or Country Head-India.

Key Areas of Responsibilities
  • The Analyst needs to ensure a production schedule is established as per agreed frequency, clearly outlining the expected delivery of reports, notes and Company visits.  This should be given to the Head of Research -India and Country Head - India.
  • Produce high quality reports and notes; with emphasis on insights, differentiated research and forecasts while linking into regional themes. Ensure adequate financial models & valuation databases for all stocks under primary coverage.  At a minimum these models should be robust, internally consistent and have the ability to perform sensitivity analysis on key earnings drivers.
  • Every published report produced should immediately be followed up with client contact and servicing to further articulate the updated views of research.
  • Research staff must actively engage the relevant sales team members to communicate ideas to ensure maximum exposure/return from the time invested in producing the report.
  • Roadshows should be agreed and strategized with the sales teams in each location
  • Time should be invested in building such relationships to determine how clients wish to be serviced. All client contact must be logged into CIS as a minimum requirement
  • Contribute ideas in response to market news, earnings releases, corporate developments and other market-moving information when necessary and in a proactive manner.
  • Analysts have a responsibility to provide leadership and guidance to Research Associates and more junior members of the Research team, regardless of whether or not they are direct reports. This includes leading by example, offering assistance and guidance where needed, and investing in junior development and contributing to continuous improvement of the Research function and team performance.
Requirements
  • At least 6+ years of experience in a similar or relevant role
  • Comprehensive knowledge of the financial industry and India market
  • High Sense of Commercial Awareness
  • Excellent Communication, relationship and management skills for both internal and external clients
  • Strong network and contacts in  area of coverage
  • Strong financial modelling skills
  • Problem solving and analytical skills
  • Professional Qualification or post-graduate degree or post graduate diploma in finance, accountancy, business management, commerce, economic, capital market, financial services or markets
  • NISM certification for research analysts as specified by SEBI

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Skills Required

  • 6+ years of experience in a similar role
  • Comprehensive knowledge of the financial industry and India market
  • Excellent communication and relationship management skills
  • Strong financial modelling skills
  • Professional qualification or post-graduate degree in finance or related field
  • NISM certification for research analysts

CLSA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLSA and has not been reviewed or approved by CLSA.

  • Pay Growth & Progression Base pay for junior bankers was increased significantly in 2021 to stay competitive in a hot market. This indicates willingness to adjust compensation when talent risks rise.
  • Healthcare Strength Permanent staff are automatically enrolled in healthcare aligned to local markets, with added travel health and security support via International SOS. This points to solid core medical coverage with global-travel assistance.
  • Retirement Support Permanent staff are automatically enrolled in pension plans aligned to local markets. A group retirement plan is administered regionally, signaling formalized retirement benefits infrastructure.

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The Company
HQ: Hong Kong
2,160 Employees
Year Founded: 1986

What We Do

CITIC CLSA is a wholly-owned subsidiary of CITIC Securities and its overseas business platform. Established in Hong Kong in 1986, CITIC CLSA is Asia’s leading capital markets and investment group, committed to driving the growth strategies of global institutional investors, corporations, governments and high-net-worth individuals. CITIC CLSA’s award-winning research, extensive Asia network, direct links to China and highly experienced financial professionals set CITIC CLSA apart from global investment banks and regional players. Over three decades, CITIC CLSA has built an extensive Asia network with deep local knowledge and connections. Globally, we operate from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit clsa.com

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