People

Roles and Responsibilities  

• To provide deep insights on the sectors or companies under coverage for our global clients. The role involves stock picking, in-depth research & analysis, financial modeling, formulate opinions and convey the same in a comprehensible manner.
• To conduct deep-dive research and communicate the investment ideas/thesis through short notes, industry letter, Initiation notes, earnings updates, etc.
• Candidate should have good understanding of Balance sheet, Profit and loss statement, Cash flow statement and financial ratios to ascertain the financial performance of the company. 
• Candidate should able to identify key KPIs, emerging trends, relevant industry updates, competitive environment, associate risks, and relevant valuation metrics to provide an overview and conclude investment thesis on companies under coverage.
• Candidate has to maintain flexibility to learn new techniques and working in tight timelines. 
• Candidate may also be given other responsibilities on an as-need basis in line with the growth of the organization. 

Qualification - MBA (Finance) + CA / CFA (min level 1)

Experience - Minimum 1 year of experience in stock analysis. Preferably US markets

Skills - Excellent analytical, financial analysis, stock picking, and English writing skills

Selection procedure - Written test, followed by 2 rounds of interview. 

Compensation - As per industry standards.

Location - Wakad, Pune 

Number of openings:  2

Roles and Responsibilities  

• To provide deep insights on the sectors or companies under coverage for our global clients. The role involves stock picking, in-depth research & analysis, financial modeling, formulate opinions and convey the same in a comprehensible manner.
•  Supervision, mentoring, conflict management, training, continuous feedback for performance improvement and developing the Executives and Analysts.  
• To conduct deep-dive research and communicate the investment ideas/thesis through short notes, industry letter, Initiation notes, earnings updates, etc.
• Candidate should have good understanding of Balance sheet, Profit and loss statement, Cash flow statement and financial ratios to ascertain the financial performance of the company. 
• Candidate should able to identify key KPIs, emerging trends, relevant industry updates, competitive environment, associate risks, and relevant valuation metrics to provide an overview and conclude investment thesis on companies under coverage.
• Candidate has to maintain flexibility to learn new techniques and working in tight timelines. 
•  Effective team management and ensure quality delivery of projects and continuous feedback for performance improvement.  

Qualification - MBA (Finance) + CA / CFA (min level 2)

Experience - Minimum 2 years of experience in stock analysis. Preferably US markets

Skills - Excellent analytical, financial analysis, stock picking, and English writing skills

Selection procedure - Written test, followed by interview

Compensation - As per industry standards.

Location – Wakad, Pune 

Number of openings:  2

  Roles and Responsibilities:

• Supporting our global clients on various investment research and analysis requirements including company reports, industry reports, valuation models, whitepapers, earning period support, investor relationship, pitchbook, business plan for fundraising, newsletters, etc. 
• The candidate should have the ability and experience to work independently and possesses the management/leadership skills to run and manage regular operations
• Managing delivery & execution of projects on investment research, equity research, valuation, investment banking, PE/VC research and analytics requirements etc. 
• Supervision, monitoring and management of project quality and timelines to ensure a higher level of client satisfaction
• Working with senior Management in the company and the clients directly to undertake key projects related to investment research, investment banking research, PE/VC research/ analytics, etc. 

Project and Team Management:

• Define the objective and scope of engagements, ensure the quality of delivery, and timely delivery
• Ensure effective and efficient plan and execution of all key aspects of client deliverables
• Client acquisition, relationships and retention with increasing integration
• Effective team management and ensure quality delivery of projects and continuous feedback for performance improvement
• Supervision, mentoring, conflict management, training, and developing the Executives and Analysts
• Contributing to the overall operational strategy for quality delivery and responsible for the implementation of the strategy within the team

Qualification - MBA (Finance) + CFA 

Experience - Minimum 5 to 10 years of experience in stock analysis in the Capital Market in teams of the investment research division of an investment advisory firm, KPO, consultancy, advisory firm. Preferably for US markets.

Skills – Excellent written and spoken communication skills, significant knowledge and working experience in investment research and analytics space.

Tools - Working knowledge of databases such as FactSet, YChart, Bloomberg, etc.

Location – Wakad, Pune

Selection procedure - Written test, followed by an interview 

Compensation - As per industry standards. 

Number of opening: 1 

RCK Analytics is looking for an experienced Lead Analyst in our Investment Banking practice.

Job Description:

• Provide deep insights on the sectors and companies under coverage for our global clients.
• Create company profiles, executive summaries, competitive landscapes, investment decks, industry reports, financial analysis and benchmarking, information memorandums, newsletters, pitchbooks, idea generation, etc. 
• supervision, mentoring, conflict management, training, continuous feedback for performance improvement and developing the Executives and Analysts.
• Maintain target industry’s key databases, handle ad-hoc research requests as per client requirements
• Creation of valuation models including but not limited to merger models, LBO models, DCF valuation, capital structure modelling, etc.
• Client communication for project execution and ensuring quality delivery  
• Be responsible for quality checks and client deliverables

• Education: CFA/MBA (Finance from the reputed premium institute) 
• Minimum 2 to 5 years of experience in investment banking
• Excellent verbal and written communication skills in English
• Knowledge of databases such as Factset, YCharts, Bloomberg, CapIQ, Reuters, and Mergermarket
• Ability to manage multiple projects with quick turnaround times and ability to follow deadlines, and willingness to learn

• Work Location – Wakad, Pune, Maharashtra
• Remuneration – As per the industry standards
• How to apply - Feel free to share your CV at hr@rckanalytics.com 

Number of opening: 1 

Lead Generation

• Understand the company’s service offerings.
• Generating new business opportunities, and building new relationships in order to expand the company’s operations.
• Utilize various channels, including relevant online platforms, social media, email marketing, networking events, and cold calling, to generate leads.
• Work experience with LinkedIn, google analyticsand other social media platform usage.
• Stay up-to-date with industry trends, competitor activities, and market dynamics.
• Identify emerging market opportunities and potential areas for business expansion.

Client Engagement

• Approach the prospects, understand their requirements, and present suitable business solutions.
• Conduct presentations with prospects to showcase our capabilities and expertise.
• Prepare and customize proposals, addressing the specific needs of each prospect.
• Ensure that proposals are delivered within established timelines and follow up with prospects to answer any queries.
• Developing and maintaining the prospects’ database.

Sales Generation

• Work towards achieving sales targets and objectives set by the organization.
• Use persuasive selling techniques to convert prospects into successful projects.
• Negotiate project terms, pricing, and contracts with clients.

Reporting

• Prepare daily sales reports, detailing lead generation activities, pipeline status, conversion rates, and sales performance.
• Regular analysis of data and identify patterns and trends to update marketing efforts.

• MBA/ Bachelor's degree in Marketing, Business Administration, or a related field.
• 1-3 Years of relevant experience.
• Basic knowledge of financial domain or investment research 
• Excellent verbal communication and English writing skills.
• The candidate should reflect good interpersonal skills.
• Proven experience in generating leads and closing deals, preferably in the research and analytics industry
• Familiarity with the latest marketing tools and techniques as well as Tele calling experience
• Exceptional negotiation and persuasive selling abilities.

• Work Location – Wakad, Pune, Maharashtra
• Remuneration – As per the industry standards
• How to apply - Feel free to share your CV at hr@rckanalytics.com 

Number of opening: 1