AddressSenior Associate/ Lead - Investment Research(Technology)
The role involves providing comprehensive research support to FIL's Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have a good understanding of equities and the broader financial research process.
Key Responsibilities:
- Provide all-around research support to FIL equity analysts on the Technology sector (Semi, Hardware, Software, IT services, Media etc.), including on initiations and ongoing coverage.
- Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis.
- Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil's advocate analysis, etc.
- Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas.
- Provide quality data and analysis on ESG.
- Keep abreast of trends and developments in the assigned sector across geographies.
- Generating investment insights using alternative data.
- Build and maintain strong relationships with clients and within the team.
- Make regular presentations to the team on relevant topics/areas of expertise.
Experience and Qualifications Required:
Experience and Key Skills:
- 3-6 years of work experience in Investment Research, preferably from an international equities perspective.
- Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios, and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred.
- In-depth knowledge of Technology Sector companies' equity research desirable (like Semiconductor, Hardware, Software, IT services, Media etc.)- key drivers, dynamics, trends, emerging themes, and indicators.
- Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data.
- High level of attention to detail and accuracy; Diligence and hard work.
- Database skills - Bloomberg, Refinitiv, FactSet and other financial databases.
- Excellent relationship
Education: MBA from a prominent institute, CA, CFA, or Masters in finance.
