Research Associate I

Job Summary

Grade Level (for internal use): 07

The Team: The team is responsible for creating and delivering high-quality financial content from sell-side research, leveraging both advanced data extraction technologies and domain expertise. The team thrives on collaboration, values precision, and is committed to driving efficiency in the data collection process, ensuring impactful insights for clients.

The Impact: This role plays a critical part in delivering accurate and actionable financial insights, which empower clients to make well-informed investment decisions. By ensuring the highest standards of data quality and reliability, this position strengthens the credibility and usability of our consensus data. It directly contributes to enhancing client satisfaction, driving business success, and maintaining a strong presence in the financial markets.

Responsibilities

• Extract and prepare insightful financial content from sell-side research using a mix of extraction technologies and sector knowledge.
• Analyze diverse business models for publicly listed companies and surface key modeling approaches.
• Conduct thorough data quality checks to ensure accuracy and reliability.
• Collaborate within the team to optimize and enhance data collection processes.
• Communicate findings effectively with stakeholders across the organization.
• Incorporate changes in sell-side models to maintain consensus estimates for companies under a specific sector.
• Highlight errors in models to improve the basic inputs of decision making for the investing community.

Basic Qualifications

• Education
  • Post Graduates - MBA, M.Com, CFA L1 preferred (2026 passouts)
  • Graduate - BBA/B.Com/BMS/BAF with CFA L2 cleared
• Primary Shift - Day Shift but candidate should be willing to work in all shifts on a rotational basis including night shifts i.e 2-3 weeks in a quarter (5 AM to 2 PM, 12 PM to 9 PM and 8 PM to 5 AM)
• Experience in the application of basic concepts like valuation, financial statements, GAAP/Recurring income, ratio analysis.
• Should enjoy breaking down and interpreting financial models of a company to understand the basic building blocks of a company's business model.
• Demonstrated experience in creating consensus models would be a plus

Soft Skills

• A positive attitude with attention to detail.
• Strong problem-solving and troubleshooting abilities.
• Excellent analytical skills and aptitude for critical thinking.
• Ability to articulate effectively with stakeholders across the organization
• An eye for details and the ability to identify errors in modeling based on structured rules and statistics-based tools.

Additional Note

This is not an Equity Research or Financial Modeling job. We neither write research reports nor create sell side models. However, the job provides the opportunity to learn about businesses and financial models from the work of the best and brightest analysts in the world for all listed companies of note. It provides an opportunity to look through the modeling approaches across sectors/industries/business models across geographies and in the process, learn from the best.