KEY RESPONSIBILITIES
1. Produce commercial and timely research to ensure quality, market leading output
Work with equity analysts to deliver new stock ideas and achieve stock coverage by
- Initiating on companies as opportunities arise
- Company visits in support of ideas of existing or new coverage
- Building forecasts for cashflows, BS and P&L forecasts, three years out
- Developing robust valuation models
- Writing corporate notes to provide in depth analysis
- Writing flashnotes on newsflow, results, company updates etc
- Coming up with a strong, coherent, commercial, views.
- Pitching ideas directly to clients and sales
- Provide consistent and ongoing follow-up for stocks already under coverage
2. Engage effectively with the client base
Ensure that all analysts focus on client facing activity including
- Direct client contact
- Deal with direct research requests from clients
- Respond to indirect client requests via sales
- Undertake company visits with clients
- Undertake presentations with clients at their offices or through online
- Make keynote presentations at HSC conferences
- Act as moderators for corporates at our client conferences
3. Make productive and commercial relationships with all clients
- Research is responsible for providing updated and commercial research ideas to our sales team of Institutional Client Division to broke
- Collaborate with Corporate Finance Division to:
- Supply with leads
- Understand the company and provide insights into potential deal structures
- Provide an independent valuation as appropriate
- Publish independent research as required, either for existing companies or for an IPO
- Market any deal alongside sales and corporate finance, as appropriate
- Work with the retail platform by delivering and translating research in a timely fashion and all reasonable requests are met
