Equity Research- Financial Services - 2 Years - Pune /Mumbai
Location – Gurgaon
Summary – A compelling opportunity for an equity research professional to support a leading global research and analytics firm in its partnership with a US-based sell-side firm tracking the US Insurance sector. This role offers deep exposure to global markets, advanced financial modeling, and sector research.
Your Future Employer – A global leader in research, ratings, and risk advisory services, known for delivering high-quality analytical insights to global investment banks, asset managers, and other financial institutions.
Responsibilities –
- Build end-to-end financial models for initiating coverage; update models for quarterly earnings and corporate events.
- Contribute to initiation notes, earnings notes, sector updates, and thematic research.
- Conduct company and sector-level research by aggregating information from multiple reliable sources.
- Provide data-driven analysis in response to client-specific research requests.
- Build and maintain sector-wide databases for the insurance industry.
- Prepare and update marketing presentations and client deliverables.
- Support wall-cross assignments in line with compliance requirements.
- Leverage tools like FactSet and Bloomberg for data mining, analytics, and insight generation.
Requirements –
- MBA (Finance) / CFA / CA or equivalent qualification.
- 2–5 years of equity research experience, ideally in the financials or insurance sector.
- Expertise in financial modeling, valuation methodologies, and sector analysis.
- Proficiency in FactSet, Bloomberg, MS Excel, and PowerPoint.
- Strong analytical, writing, and presentation skills to produce client-ready deliverables.
What is in it for you –
- Gain exposure to US equity markets and direct collaboration with a leading sell-side research team.
- Opportunity to lead financial modeling and coverage initiation in the global insurance sector.
- Career progression in a high-impact, client-facing role with a globally respected research firm.
Reach us: If you think this role is aligned with your career, kindly write me an email along with your updated CV at megha.rajput@crescendogroup.in for a confidential discussion on the role.
Disclaimer: Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging, memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, colour, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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