Associate Manager - Equity Research & Advisory - Financial Modelling & Valuations - CA/CFA

Associate Manager - Equity Research & Advisory -Financial Modelling & Valuations

Experience | 3-7 Years

Location: Noida (Hybrid)

Domain: Equity Research - (International Clients ) -US , UK , Europe , Middle east , EMEA,MENA

About the Role

We are hiring an Associate Manager - Equity Research for a leading global research and advisory platform. This role is suited for professionals with strong expertise in financial modelling, equity research, and team leadership, who are keen to work in a fast-paced, client-facing environment supporting Middle East , UK , US , MENA , EMEA coverage.

The Organization

A well-established international research and advisory firm with over two decades of experience in delivering high-quality, bespoke research solutions to investment banks, global corporations, and advisory firms. The organization is known for its analytical rigor, collaborative culture, and exposure to global markets.

Key Responsibilities

• 1. Conduct in-depth industry and company research within the sectors, with core equity knowledge
• 2. Build and maintain financial models from scratch, including: DCF, DDM, SOTP, LBO, and Relative Valuation
• 3. Prepare and review equity research deliverables, including:

Initiation of Coverage (ICR), quarterly earnings updates, sector notes, and valuation models

• 4. Analyze banking financials, key ratios, asset quality, capital adequacy, and profitability drivers
• 5. Present insights and recommendations to clients; address queries confidently
• 6. Plan and manage account staffing aligned with earnings calendars and project pipelines
• 7. Review and mentor junior analysts, ensuring high-quality, error-free output under tight timelines
• 8.Maintain MIS and utilization reports for internal and external stakeholders
• 9. Contribute to training, recruitment, knowledge building, and process improvement initiativesKey Requirements
• 1. CA / CFA / MBA (Finance) from a reputed institute
• 2. 4-7 years of experience in equity research, with a banking sector focus
• 3. Minimum 2 years of experience in team review, coaching, or lead responsibilities
• 4. Strong command over:

- Banking financial statements

- Asset quality metrics,

- NIMs,

- Capital adequacy,

- Provisioning, and credit analysis

- Hands-on expertise in financial modelling from scratch

- Proficiency in databases such as Bloomberg, Refinitiv Eikon, Capital IQ, Factiva

- Experience with management calls, expert interviews, and secondary research

5. Excellent communication, report writing, and quantitative analysis skills

Key Skills

• Equity Research & Valuation
• Financial Modelling (DCF, DDM, SOTP, LBO, Comps)
• Banking Sector Analysis - Middle East/UK/US/Europe /EMEA/MENA
• Financial Statement & Ratio Analysis
• Report Writing & Client Presentation
• Team Leadership & Quality Review
• Bloomberg | Capital IQ | Eikon | Factiva
• MIS Reporting & Project Planning

\What the Role Offers

• Exposure to global banking and advisory clients
• High-impact strategic research assignments
• Leadership opportunities with scope for career progression
• Fast-paced, intellectually stimulating environment
• Hybrid working model