Lead - Research

Posted 18 Hours Ago
Be an Early Applicant
2 Locations
Junior
Artificial Intelligence • Analytics
The Role
The Lead - Research position involves developing financial models, preparing coverage and earnings reports, managing client portfolios, and conducting analyses of financial data to support investment decisions. The role requires collaboration with client analysts and presenting insights on economic trends and company performance.
Summary Generated by Built In

Company Description

About Sutherland Research, Markets Insights, and Innovation (MII) 

Sutherland’s Research (Equity/Credit/IB/Business), Markets Insights, and Innovation (MII) divisions drive a high-impact transformation agenda to address our client’s most complex issues from strategy development, incubation of new products or services, blitz-scaling operations, and digital transformation. Sutherland Research & MII practice has made significant investments in creating solutions that change how actionable insights are delivered for strategic decision-making across organizations

Description

Sutherland is seeking passionate and motivated professionals who possess a strong desire to excel in equity research.
Successful candidates will join dedicated client teams (leading global buy/sell-side firms) providing financial modeling 
support, earnings support, valuable ideas, penetrating insights, sector-focused analysis, and initiating coverage reports with 
top-of-the-line investment recommendations. The coverage universe is across geographies (primarily US & Europe but 
could be global) and various cap sizes (large, mid & small cap)

Job Description

Roles & Responsibilities

As an Equity Research Analyst, roles and responsibilities will encompass, but not be limited to, the following:
• Developing and maintaining comprehensive financial models, incorporating Profit and Loss (P&L) statements, balance 
sheets, and cash flow projections, utilizing various valuation methods such as Discounted Cash Flow (DCF), Relative 
Valuation, Net Present Value (NPV), Net Asset Value (NAV), etc., across multiple industry sectors.
• Creating and preparing essential reports like initiating coverage reports, information memorandums, earnings reports, 
and thesis reports.
• Managing and updating clients' portfolios, ensuring timely adjustments and continuous monitoring to optimize 
investment performance.
• Collaborating closely with client analysts to establish project concepts and deliverables effectively.
• Conducting in-depth analyses of financial data to produce accurate forecasts related to businesses, industries, and 
economic conditions, aiding in making informed investment decisions.
• Presenting both written and oral reports on general economic trends, individual company performance, and overall 
industry insights.
• Offering well-founded opinions and defending analytical conclusions during interactions with company management 
teams, global fund managers, and the in-house Sales team

Qualifications

Qualifications & Required Skillsets
To succeed in this position, you must:
• MBA-Finance from tier-I/ II institutes/ CA, CFA (US) preferred
• 2-6 years of experience in Equity Research
• Experience in investment analysis (either buy or sell-side)
• Strong financial modeling and analytical skills
• Strong communication, presentation, and language skills
• Strong report-writing skills
• Quality focused with attention to detail and client service
• Technologically competent (Word, Excel, Internet, Bloomberg, Reuters)
• Be able to adjust quickly and smoothly to changing priorities and conditions
• Be proactive in developing trust and professional rapport with employees and team members; work as a team-playe

Top Skills

Financial Modeling
The Company
Thāne, Maharashtra
39,547 Employees
On-site Workplace
Year Founded: 1986

What We Do

We make digital ?????™ by combining human-centered design with real-time Analytics, AI, Cognitive Technology & Automation to create exceptionally engineered Brand Experiences!

Sutherland is an experience-led digital transformation company. Our mission is to deliver exceptionally engineered experiences for customers and employees today, that continue to delight tomorrow.

For over 35 years, we have cared for our customers’ customers, delivering measurable results and accelerating growth. Our proprietary, AI-based products and platforms are built using robust IP and automation.

We are a team of global professionals, operationally effective, culturally meshed, and committed to our clients and to one another.

We call it One Sutherland. #MakeDigitalHuman

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