Financial Analyst
3 hours ago
We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You’ll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.
Key Responsibilities
* Equity Research & Investment Analysis
Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation
Develop initiation and earnings update reports, sector briefs, and investment recommendations.
* PMS, AIF, and Mutual Fund Oversight
Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.
Engage with fund managers for insights and maintain regular updates.
* Financial Modeling & Due Diligence
Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.
Execute financial due diligence for new funds or investment proposals.
* Reporting & Communication
Prepare investor-ready presentations, research dashboards, and detailed write-ups.
Deliver market commentary and fund performance summaries.
* Stakeholder Interaction & Market Monitoring
Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.
Requirements & Qualification
* Educational Background
CFA, CA, MBA in Finance, or NISM certification for research professionals
* Professional Experience
5–12 years of equity research/fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds.
* Technical & Analytical Skills
Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website
Strong Excel and PowerPoint capabilities.
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