Position Description
We are seeking a highly motivated and detail-oriented Equity Research Associate to join our research team. The successful candidate will work closely with our lead analysts to support the sectors. This role involves conducting in-depth industry analysis, building financial models, demand forecasting and contributing to the creation of research reports that provide investment recommendations to our clients.
Key Areas of Responsibilities
• Assist in the sectors by conducting comprehensive industry and company research.
• Analyze financial statements, market data, and industry trends to develop insights and investment ideas.
• Build, update, and maintain financial models to forecast company performance and valuation.
• Prepare and contribute to the development of research reports, presentations, and other communications.
• Monitor and evaluate sector news, earnings releases, and significant events impacting covered companies.
• Collaborate with lead analysts to present findings and recommendations to internal teams and clients. Assist in the development of sector themes and investment strategies.
• Respond to client and sales team inquiries with timely and accurate information.
Requirements
• Bachelor’s degree in Engineering plus MBA from Tier-1 institutes. CFA any level cleared would be a plus.
• 1-3 years of relevant experience in equity research, investment banking, or a related field.
• Strong analytical, quantitative, and financial modeling skills.
• Excellent written and verbal communication skills.
• Highly proficient in Microsoft Excel, Word, and PowerPoint.
• Strong attention to detail and the ability to work independently as well as in a team.
• Knowledge of financial databases such as Bloomberg, FactSet, or similar.
• Understanding of equity markets and valuation techniques.
Stay informed on CITIC CLSA Job Opportunities
Not the right fit? You can create a job alert to receive our latest job openings that meet your interest.
