CA/CFA/MBA/B.E., Senior Equity Research Analyst, 8-10 yrs experience

About Company

The Employer is a boutique investment management firm, founded 5 years back. The firm is founded by veterans having extensive experience in known institutional brokerage houses. Their mission is to help clients create and protect their wealth in the best optimal manner through investing in equities.

They specialize in Indian equity investments for HNIs, Family Offices, Institutions, and Partners' own capital across different strategies, caps, and sectors. Currently managing an AUM of more than INR 11000 Cr.

Job Description

Role Overview:

As a Senior Equity Research Analyst, you will be responsible for conducting in-depth research and analysis of investment opportunities within the equity markets. Your insights and recommendations will play a crucial role in shaping our investment strategies and portfolio decisions.

Key Responsibilities:

• Equity Research & Analysis: Conduct comprehensive fundamental analysis of companies and industries, including financial statement analysis, valuation modeling, and industry trend assessment.
• Investment Recommendations: Generate and communicate actionable investment recommendations (buy, sell, or hold) based on thorough research and analysis.
• Financial Modeling: Build and maintain detailed financial models to forecast company performance, valuation, and investment returns.
• Report Writing: Prepare clear, concise, and insightful research reports and presentations for internal stakeholders and clients.
• Market Monitoring: Monitor financial markets, industry developments, and macroeconomic trends to identify emerging investment opportunities and risks.
• Collaboration: Work closely with portfolio managers and other analysts to provide research support and contribute to investment strategy discussions.
• Client Interaction: Engage with clients and stakeholders to discuss research findings, investment strategies, and market outlooks.
• Compliance: Ensure adherence to regulatory requirements and internal compliance policies in all research activities and recommendations.

Qualification:

• CA/CFA/MBA/BE candidate with 8-10 yrs of experience in equity research, with a strong track record in either buy-side or sell-side research and analysis.
• In-depth knowledge of financial markets, equity valuation techniques, and industry-specific trends.
• Analytical mindset, attention to detail, and ability to work under pressure while meeting tight deadlines.

Join Community

Join our Equity Research (West India) to get notified about updates and career opportunities