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Equity Research Program


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Equity Research Program

Many students and professionals assume that their chances of making an Equity Research career are bleak if they are not from the top tier colleges. However, we have seen industry trends where skilled students and professionals from lesser known colleges making into budget bracket equity research firms like JPMorgan, Nomura, CLSA, Deutsche Bank, Credit Suisse etc. Unfortunately opportunities to learn such skills in colleges and universities are very limited as they are mostly restricted to the course curriculum that focuses on theoretical aspects than actual practical know-how.

Course objective

  • The primary skills required for Equity Research are as follows

    • Annual Report Analysis – analysts
    • dissection of the available information
    • Method to forecast revenues and cost
    • drivers
    • Balance Sheet, Income Statement and
    • Cash Flow adjustments
    • Applying DCF Valuation Technique
    • Suggesting BUY/SELL for the company
    • Professional revenue segment Projections
    • Modeling the Cost Drivers for different
    • segments
    • Valuations using Sum of Parts, DCF and
    • Relative
    • Valuation Techniques
    • Suggesting BUY/SELL for the company
    • Introduction to Financial databases„
    • Bloomberg
    • Capital IQ
    • Reuters
    • Fact Set
    • Thomson
    • IRESS
    • Factiva
    • Report Writing Techniques

    What does Equity Research program prepare you for

    • Research Analyst or Associate in Investment Banking or Corporate Banking divisions of companies such as Morgan Stanley, Credit Suisse, ICICI etc
    • Equity Research Analyst in Brokerage houses and independent research firms suchas Deutsche Bank, Edelweiss, Reliance Mutual Fund, Karvy, Motilal Oswal etc Business Analyst in Management Consulting firms such as McKinsey, Bain etc.
    • Financial Modeling Analyst in BPO and KPO Strategy Executive in Corporate Finance departments of large companies such as Tata, Reliance, Airtel etc.
    • Project Finance Analyst in various financial institutions such as ICICI, Kotak etc.

    Students will be able to

    • Learning different modeling techniques
    • Developing hands-on Excel modeling skills
    • Understanding and selecting appropriate true value drivers
    • Building and forecasting an integrated set of financial statements
    • Analyzing different valuation approaches
    • Developing complete Discounted Cash Flow (DCF) valuation models
    • Incorporating elements, such as risk and sensitivity, into financial models
    • Fixing modeling problems, such as circular references
    • Producing high-quality, accurate financial reports

    Placement assistance

    After completing Equity Research Training, lot of jobs available in financial services industry like.

    • Financial Analyst
    • Research Associate
    • Investment Analyst
    • Equity Research Analyst
    • Private Equity Analyst
    • Derivative Analyst
    • Fixed Income Analyst
    • Credit Analyst
    • Receivable Analyst

Broader Contents Covered

Option Terminologies
  • Call Option/Put Option
  • Index Options/Stock Options
  • Exercise/Square-off/Expiration
Option Price & Premium components
  • Strike Price/Spot Price
  • Time value of an option/Intrinsic value of an option
  • At-the-money option / In-the-money option / Out-of-the-money option
Participants in the Option market and their Pay-off Profile
  • Buyer of an option / Writer of an option
  • Long call / Short call / Long put / Short put
Open Interest Dashboard
  • Price, Open Interest, Volume, Cost of carry relationship
  • Bullish & Bearish indicators
Call / Put Ratio Indicator
  • Understand the mass psychology of option traders
  • Bullish & Bearish Indicators
  • Find out market trading range
Option Trading Strategies
  • For Bullish Vs Bearish views
  • For mildly Bullish / Bearish view
  • For volatile market Vs sideways trend
  • Shuffling the Winning / Losing Positions
  • Strategies for Week-1, 2, 3 and close to expiry time
Option Spreadslong call , short call, synthetic long call, long put, short put, covered call, long combo, protective call, covered put, straddle, straddle, bull call spread, bull put spread, bear call spread, bear put spread, long call butterfly, short call butterfly, long call condor, short call condor , types of straddles , news channel option reading strategy program , index future & option straddle reading , long straddle , short straddle , nifty targets estimation reading via option strategies etc

Course Details and Others

  • 5 sessions on weekends
  • Convenient timing for batches
  • Course fees:   18,000/
  • 08004805095