ERP Coordinator

Job Summary

We are seeking a highly skilled and experienced Family Office Head & Investment Analyst to join our Finance & Accounting team. The ideal candidate should have a strong background in equity markets, deep value investing, and long-term vision. The candidate should be able to work independently with limited guidance, thrive in a high-pressure environment, and possess strong ethics and integrity. The role involves building financial models, maintaining databases, and conducting in-depth research on Indian and International companies across various sectors.

Responsibilities

Interpretation of Balance sheet, Profit and Loss statements

Researching Indian and International companies across sectors

Building financial models and maintaining databases

Preparing initiation note, quarterly result update note, and event update note

Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology, and return metrics

Deep industry research capability across sectors like banking, financial services, pharma, consumer, IT, and technology

Maintaining DCF models for each company and updating them quarterly

Good understanding of Accounting policies, Tax policies, and ability to project balance sheet, profit and loss numbers for a company

Writing Notes for IPO, quarterly earnings

Creating Powerpoint presentations for pitching a company to clients

Learning data extraction software used for equity research and mutual fund research

Carrying out Ratio Analysis

Analyzing companies in the sector and aiding in preparing research reports

Recommending stock ideas backed up by sound, reliable, and logical research

Detailed review of financial statements, estimates, and projections

Writing quarterly reports covering quarterly results

Company updates on a monthly basis covering major developments during the month

Developing in-depth valuation models for stocks

Requirements

Graduate in Commerce

(Finance)

Graduate in Commerce with (Finance)

Minimum 8 years of relevant experience in Equity Markets, with experience in PMS being advantageous

Knowledge of databases like Bloomberg, Reuters, etc.

Strong ethics and integrity

Advanced Excel skills and accuracy with data

Excellent communication and people skills

Ability to work in a high-pressure environment

Strong analytical capabilities and financial skills

Familiarity with research software like Capital-line, Bloomberg, Reuters, etc.

Ability to work independently and as a team player

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