Equity Research Analyst

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About the organization:

DLF

The position is located at Connaught Place, New Delhi, India, in the Family office of DLF promoter group.

Roles & Responsibilities

The Company is looking to hire a candidate who will be part of the DLF Family Office. This is an all-encompassing role where the candidate will be groomed to work across verticals on various aspects related to the Promoter group, but particularly in areas of Portfolio Investments, Analytics, MIS Reporting, Taxation of investments, and related areas.

Investments:

Researching and managing Indian public

• Analysis and summarization of financial reports, preparing MIS & updating the Investment Memorandum from time to time
• Conducting thorough analysis of Investment proposals of various nature such as funds, REITS, Bonds, INVITs, stocks, IPOs and more
• Arranging requisite documents related to tax returns and provide tax planning advice
• Manage investments in India and offshore, including planning, deployment of idle cash, vetting legal documentation, fund selection, and pricing negotiation.
• Continuously develop a deep understanding of macro-level sectoral trends
• Engage with bankers, consultants, Mutual funds, advisors etc on an ongoing basis to monitor market opportunities.
• Prepare MIS, Notes, presentations, SOPs
• Deal with lawyers, bankers, mutual funds, consultants, and advisors to devise solutions for investment approval from the promoter.

Regulatory Compliance:

• Ensure Compliance with Regulatory guidelines in India and abroad relevant to Financial Investments.
• Regularly plan for contingencies and spot potential issues. Raise these to the General Manager. Provide suggestions with care and due diligence with the objective of indemnifying the promoter from any harm in the future.

Others:

• Maintain professionalism and strict confidentiality with all materials, and exercise discretion when interfacing with the business
• Assist General Manager with all aspects of work.
• In addition to this, there could evolve other responsibilities that may get added/subtracted over time

Position Requirements

This is a full-time role where the candidate is expected to have:

• Experience in Banking, Consulting, Investment or Family Office roles
• Completion of CFA level 2 (at a minimum)
• Excellent communication (oral and written) and analytical skills
• Full time employment based in Connaught Place
• Proficient in preparing Decks and Investment Memoranda
• Proficient in MS Office tools (Word, Excel, PowerPoint, Teams) & Tally
• Ability to think strategically, see the big picture, recognize the impact of decisions, and pay attention to detail.