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Fundamental Equity Research, Investments, Associate

AT BlackRock
BlackRock

Fundamental Equity Research, Investments, Associate

Mumbai, India

About this role

About the Team:

BlackRock's Thematics & Sectors team are a highly regarded team of sector experts and manage $24billion across industry-leading natural resources and thematic active equities strategies. These include long gold, mining, energy, sustainable energy, future of transport, circular economy, nutrition and broader natural resources strategies. The team is part of BlackRock's Fundamental Equities division and consists of 15 portfolio managers/analysts, who are supported by Products Strategists and CorePM for implementation and project management.

Responsibilities:

  • Develop & maintain a dashboard to track key valuation metrics, KPIs and updates on covered companies
  • Collaborate with portfolio managers and senior analyst(s) to evaluate investment theses, provide effective challenge where appropriate, ensuring they are backed by thorough research and data
  • Carry out independent industry research, including monitoring macroeconomic trends, technological innovations, regulatory changes, and geopolitical factors that could impact the portfolio
  • Attend industry conferences, earnings calls, and investor meetings to gather qualitative insights and assess company strategies, adjusting investment recommendations as necessary
  • Prepare detailed research reports and presentations to summarize key findings, updates and strategy's performance, incl. semi-annual review with clients, sustainability thesis, etc.
  • Stay current with market news, interpret news impact on stocks, and understand industry dynamics

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Skills

  • Strong financial modeling skills, including proficiency in DCF, comps, and ability to interpret financial statements to assess company health
  • Attention to detail to ensure that models and assumptions are accurate, up to date, and reflect the most current information
  • Ability to access, digest, and synthesize new information quickly (e.g., earnings calls, news flow, regulatory updates)
  • Strong writing and presentation skills, ability to communicate complex ideas simply, and understanding of report structure
  • Functional understanding of prompting GenAI tools to accelerate research process

Qualifications:

  • Relevant experience of 3-5 years in equity research
  • Strong educational background with Bachelors in finance or economics
  • CFA (Level II or III) or other relevant certifications are preferred
  • Proficiency in Excel, Bloomberg, and other investment analysis tools, along with excellent analytical and communication skills, is essential

Our benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

Our hybrid work model

BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.

About BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.

This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.

For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock

BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.

Client-provided location(s): Mumbai, Maharashtra, India
Job ID: blackrock-R251681
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Life Insurance
    • Mental Health Benefits
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • Fitness Subsidies
  • Parental Benefits

    • Family Support Resources
    • Adoption Leave
    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
  • Work Flexibility

    • Hybrid Work Opportunities
    • Flexible Work Hours
  • Office Life and Perks

    • Casual Dress
    • Commuter Benefits Program
    • Holiday Events
  • Vacation and Time Off

    • Unlimited Paid Time Off
    • Volunteer Time Off
    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Financial Counseling
    • 401(K)
    • Performance Bonus
  • Professional Development

    • Promote From Within
    • Mentor Program
    • Access to Online Courses
    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Lunch and Learns
  • Diversity and Inclusion

    • Founder led
    • Employee Resource Groups (ERG)

Company Videos

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