Senior Research Analyst, Research

About the role

Senior Research Analyst, Research at CITIC CLSA India focuses on the Financials sector. The analyst reports to the Head of Research India, providing recommendations based on thorough analysis and company insights. Responsibilities include establishing production schedules, producing high‑quality reports and notes with insights, forecasts, and financial models, conducting sensitivity analysis, publishing research reports, engaging with institutional sales and fund managers, coordinating roadshows, maintaining client contact logs, and leading junior research staff. The role requires at least 6+ years of experience in a similar role, comprehensive knowledge of the Indian financial market, strong financial modelling and analytical skills, excellent communication and relationship management, a professional qualification or post‑graduate degree in finance/accountancy/business management/commercial/economic/financial services, and NISM certification for research analysts as specified by SEBI.

What you’ll do

• The Analyst needs to ensure a production schedule is established as per agreed frequency, clearly outlining the expected delivery of reports, notes and Company visits.
• Produce high quality reports and notes; with emphasis on insights, differentiated research and forecasts while linking into regional themes.
• Ensure adequate financial models & valuation databases for all stocks under primary coverage.
• Every published report produced should immediately be followed up with client contact and servicing to further articulate the updated views of research.
• Research staff must actively engage the relevant sales team members to communicate ideas to ensure maximum exposure/return from the time invested in producing the report.
• Roadshows should be agreed and strategized with the sales teams in each location.
• Time should be invested in building such relationships to determine how clients wish to be serviced. All client contact must be logged into CIS as a minimum requirement.
• Contribute ideas in response to market news, earnings releases, corporate developments and other market-moving information when necessary and in a proactive manner.
• Analysts have a responsibility to provide leadership and guidance to Research Associates and more junior members of the Research team, regardless of whether or not they are direct reports.

What you’ll bring

• At least 6+ years of experience in a similar or relevant role
• Comprehensive knowledge of the financial industry and India market
• High Sense of Commercial Awareness
• Excellent Communication, relationship and management skills for both internal and external clients
• Strong network and contacts in area of coverage
• Strong financial modelling skills
• Problem solving and analytical skills
• Professional Qualification or post‑graduate degree or post graduate diploma in finance, accountancy, business management, commerce, economic, capital market, financial services or markets
• NISM certification for research analysts as specified by SEBI

Skills

Education

Post‑graduate degree