Senior Lead - Equity Research

Job Description:

Job title: Senior Lead - Equity Research

The Purpose of This Role

We are seeking candidates for the role of Senior Lead – Equity Research who are passionate about financial markets, investing, fundamental equity & sector research. S/he should have experience analysing global stocks and sectors. The ideal candidate will bring in subject matter expertise in at least one of the 11 GICS sectors, fundamental research, macroeconomic & statistics, along with proven track record in identifying winning stocks.

This is an independent research role covering emerging markets. The candidate should possess excellent communication, presentation and writing skills and be able to clearly articulate research findings. This role requires someone who is hard working, hungry to learn and achievement- and results-oriented.

The Value You Deliver

Senior Lead – Equity Research will carry out in-depth research on sector & portfolio companies, engage with company management, and present his/her findings to the portfolio manager in the form of research notes. The primary responsibilities of the sector specialist will be to independently work with 3 to 4 research analysts (on one or more sectors) & portfolio managers (sector or diversified) across FMRCo offices. Responsibilities also include gathering important industry data, identifying industry trends, and helping equity analysts & PMs with various projects to support stock-specific and industry presentations. Insights from the sector specialist help PMs/analysts identify investment opportunities and macroeconomic trends, thus playing an important role in Fidelity’s investment process.

Sector specialists spend a considerable amount of time working on projects with their research analysts / PMs on analysis of specific stocks & topical research themes.  

• Work closely with global portfolio managers and fundamental analyst located in Hong Kong, Tokyo, London, and Boston to coordinate and collaborate on industry, sector and macro-economic research

• Publish detailed research notes on uncovered stocks opportunistically

• Help research analysts with initiating stocks & sectors reviews

• Engage with senior management (CEO, CFO, and IR) of companies to build conviction on the investment thesis

• Publish thematic research, thought leadership notes and educational series to help investment professionals on key focus areas

• Build proprietary global demand supply models & industry databases

• Develop proprietary investment strategies, models & frameworks to help investment professionals with investing

The sector specialist will also work closely with other sector specialists, industry sources and Wall Street contacts, market data and research services, and the technology teams to gain important insights, knowledge, and tools to provide the highest level of support to the research process. Apart from these, analyst is expected to interview industry experts, customers, suppliers, competitors etc to gain insights into the company.

The Skills that are Key to this Role

Technical / Behavioral

• The candidate should be an independent thinker with the ability to effectively articulate his/her research analysis with experience and interest a keen interest in worldwide equity markets and research

• Strong analytical, quantitative, and problem-solving skills

• The role is largely self-driven and self-managed, with minimal supervision on a day-to-day basis. 

• The role requires frequent use of concepts in accounting, economics, statistics, financial markets, financial statement analysis, and industry analysis.

• Strong communication and interpersonal skills as the role interact extensively with people of various nationalities in different locations.

• Ability to work with limited information and influence stakeholders

• Ability to manage multiple projects simultaneously and be able to work under pressure and time constraints.

• Excellent presentation and writing skills and be able to clearly articulate research findings 

The Skills that are Good to Have for this role

• Exposure to financial databases such as Bloomberg, FactSet etc. is desirable

• Working knowledge of usage of Python, statistical packages and modeling tools will be a plus.

• The ability to work with external information sources (analysts, companies, consultants)

Values

The following values are considered to be fundamental to the way in which our company operates:

• Accountability              

• Enthusiasm

• Integrity

• Teamwork                    

• Respect

How Your Work Impacts the Organization

Analytics, Research & Data (ARD), established in 2006, is a fast-growing, vibrant team within FMR India that provides three main capabilities: Investment Research, Database Modelling & Analysis and Customer and Competitive Insights. This position is part of the Equity Research team.

Equity Research team provide equity research, debt research, sustainable research and corporate governance/forensic accounting research support to research analysts and portfolio managers in Boston, London, Hong Kong, and Tokyo, covering all major international stock markets and market sectors.

The Expertise We’re Looking For

• MBA specialization in Finance from top-tier B-school. Additional qualification of CFA/CA is desirable.

• Ideally 7+ years of research work experience

Location: Bangalore - EGL

Shift timings: 11:00 am - 8:00pm

Certifications:

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