Write Initiating Coverage report for adding companies to the Equity portfolio.
Write quarterly, periodic reports covering quarterly financial results and any other material information.
Work independently covering two sectors under large and midcap.
Maintain and work on financial model for the portfolio companies of macro and industry data series as well as company specific financial models.
Communicate key findings and recommendations to appropriate unit/team.
Conduct assessment on environmental, social, and governance (ESG) risks, and opportunities.
Conduct industry diligence and primary research through surveys, expert conference calls, and various channel checks to evaluate industry trends Participate in industry and company sponsored conferences and field trips.