Mumbai, Maharashtra, India
11 days ago
Client Services Analyst

As a Team Leader you will be responsible for assisting Global Equity Analysts in linking financial uploader sheet and publish different sector valuation files and products. Manage BAU request that involves internal and external queries from analyst/clients/vendors, maintenance of Global Financial Database and MIS reporting for senior stakeholders also you would be working on automation project which would require skill set such as Alteryx and UiPath.

Responsibilities:
•    Assisting front office Junior and Senior Global Equity Analysts
•    Linking analyst Equity Models to sector specific financial Uploader sheet
•    Create customized financial tables (PL/CF/BS) which would be displayed on Equity Research reports
•    Manage calculations in the database for sector specific data items.
•    Trouble shooting issues in the Financial Database and ensuring all models are linked and appropriately displayed
•    Manage Equity Database and build Equity Research related products (Consensus/ Sector / Interactive models)
•    Should be able to build Relative valuation files for different sectors (Banks, Insurance, Consumer etc.)
•    Co-ordinate with vendors and clients to setup data feeds
•    Financial modelling and knowledge about different valuation methodology (DCF/SOTP) would be an added advantage
•    Writing Industry and company research reports would be value added


Qualifications:
Graduate / Post graduate degree preferably or MBA in finance / CFA would be an added advantage
•    2-3 years of experience in Equity Research and Financial modelling
•    Advanced Excel and VBA knowledge
•    Technical Skill set such as UiPath and Alteryx would be value added
•    Demonstrated ability to work as team player and to develop alternative solutions to complex problems
•    Detail oriented with strong organization skills, ability to manage multiple tasks simultaneously and prioritize work to meet deadlines
•    Good written & spoken English communication skills
•    Willing to work flexible hours, supporting a global time zone

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