Equity Research - TMT

We are seeking a highly motivated Equity Research Analyst to support our investment team in identifying, analyzing, and monitoring public equity investment opportunities. The ideal candidate will be intellectually curious, detail-oriented, and passionate about fundamental research. This role will be critical in delivering insights that inform our portfolio decisions across sectors and geographies.

Key Responsibilities

• Work with Global PMs supporting in the coverage of companies in

TMT

• interactive media and services
• Entertainment and Media

Consumers Discretionary

• Hotels and Restaurants
• Consumer Internet and E-comm
• Build and refine detailed financial models, forecasts and perform valuation analysis
• Ability to quickly turnaround model updates during company earnings and manage multiple priorities
• Summarize earnings calls and provide a live update as per client request
• Build relationships with sell side analyst and company investor relations teams and ability to host discussions during meetings
• Monitor macroeconomic trends, industry dynamics or company specific news flow relevant for coverage companies
• Familiarize with sector KPIs, track, update and take complete ownership of all databases including Nielsen trackers to perform correlation and highlight key findings to the PM
• Build detailed foreign exchange and COGS/ Raw materials trackers for detailed profit margin analysis for companies
• Contribute to research and idea generation process through short written thesis
• Work on ad-hoc tasks as requested by PM

Experience

• Prior experience in working on above sector companies will be an added advantage
• Ability to work on databases like Bloomberg, Alphasense, Visible Alpha and seamlessly using AI tools will be added advantage