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ER USERs

Equity research process

  • Investment banks
  • Brokerage houses
  • Research companies
  • Hedge funds
  • Portfolio managers
  • Knowledge Process Outsourcing (KPOs) companies

1. Economic Analysis

2. Industry Analysis

3. Company Analysis

4. Financial Statement Analysis

5. Financial and Valuation Modeling

6. Report writing

7. Presentation or

recommendation

Agenda

Application

Required Skills

  • What is Equity Research?
  • Who provides it and who consumes?
  • Purpose and Process
  • Application
  • Skills required
  • Primary role of RA

1. Investment evaluation

2. In Mutual Fund industry

3. For M&A deals

4. Financial Publications

5. Charitable endowments

1. Post graduate in Finance

2. Financial Statement Analysis

3. Analytical skills and logic

4. Right Attitude. (The most important skill)

5. Excel proficiency and basic knowledge of financial modeling

6. Report Writing skills

7. Fluency in English

8. Confidence

EQUITY RESEARCH

Session One

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