Job DescriptionLadderup Corporate Advisory Private Limited (A unit of Ladderup Wealth Management Pvt Ltd)Ladderup Group, established in 1993, provides one-stop financial advisory and fund-raising solutions in Investment Banking, Capital Markets, Wealth Management, Project Finance and growth stage investing.
Founded by a group of Chartered Accountants and led by Sunil Goyal, a visionary entrepreneur, Ladderup Group is today recognized for its depth of expertise, innovative solutions and thorough understanding of Indian markets.
Our parent Company Ladderup Finance Limited is a residuary NBFC, registered with RBI as an investment company. Ladderup Finance is listed on the Bombay Stock Exchange and provides venture capital funding to high growth companies. Our prudent business policies and selective approach has helped us to maximize value for our shareholders.Equiity Research Analyst:
Candidate will be a part of the Equity Research team. Interacting on a regular basis with the Sales/Dealing/Advisory team members to recommend stock views to clients.
Support the sales team in terms of morning calls, weekly calls, & portfolio review of actual client portfolio, periodic presentation to sales for organizational business enhancement.Company DetailsOperating CompanyLadderup corporate Advisory Pvt Ltd.DepartmentEquity ResearchPosition TitleAnalystNumber of Vacancies1Educational BackgroundCA/CFA/MBAPosition Responsibilities Fundamental Research: - Conduct through financial analysis of companies including:
Investment idea generation: Identify potential investment opportunities based on fundamental research and market trends.
Due Diligence: - Conduct in depth due diligence potential investments including site visit management meetings and industry conferences.
Portfolio monitoring: Track the performance of existing investments and make recommendations of rebalancing or exiting positions.
Financial modelling: Develop and maintain financial models to forecast future performance of companies.
Report writing Prepare clear and concise investment reports including detailed analyses valuation metrics and investment recommendations.
Data analysis: Utilize data analytics tools to identify trends and patterns in financial data
Stay updated: Stay up-to date with market news, economic indicators and industry developments.Reporting To Experience Required2-3Preferred IndustryFinancial Industry Equity Research FirmOptional IndustryOther Financial Services Location of WorkMumbaiTechnical SkillSkills and Experience:
Soft SkillGood speaking and writing skills, Presentation capabilityTransferableNO
Keyskills: Buy Side Equity Research Portfolio Monitoring Analytical Data Analysis Due Diligence Fundamental Research Report Writing Financial Modelling CFA
Ladderup Wealth is a Multi Family Office with expertise in areas such as Wealth Management, Estate Planning, Investment Banking and Taxation Audit. Unlike many other firms, we have in-house experts in all these areas.