Planify Capital

2 weeks ago


Gurugram, India Planify Capital Limited Full time

- Planify Capital is a prominent investment firm dedicated to providing innovative financial solutions.

- We are seeking a detail-oriented and analytical Equity Analyst to join our investment team.

Key Responsibilities.

- Conduct comprehensive analysis of publicly traded companies, focusing on financial performance, market trends, and competitive positioning.

- Build and maintain detailed financial models to project earnings, cash flow, and valuation metrics.

- Prepare in-depth research reports and investment recommendations for equities in assigned sectors.

- Monitor market developments, earnings announcements, and macroeconomic factors that may impact equity valuations.

- Collaborate with portfolio managers to inform investment strategies and asset allocation decisions.

- Present findings and recommendations to internal teams and clients in a clear and concise manner.

- Participate in company earnings calls and investor meetings to gain insights into business performance and strategy.

Qualifications:

- Completion of at least Level 3 of the CFA program is preferred; candidates pursuing further levels are a plus.

- Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.

- Excellent written and verbal communication skills, with the ability to convey complex information effectively.

- Proficient in Microsoft Excel and familiar with financial research tools and databases (e. , Bloomberg, FactSet).

Preferred Qualifications.

- Previous internship or work experience in equity research, investment analysis, or a related field.

- Knowledge of equity markets, investment strategies, and portfolio management principles.

Skills: factset,investment,quantitative skills,analytical skills,financial research tools,research,financial modeling,bloomberg,investment strategies,microsoft excel,valuation,asset allocation,communication skills,valuation techniques.

(ref:iimjobs.com)
  • Planify Capital

    2 weeks ago


    Gurugram, India Planify Capital Limited Full time

    - The Fund Manager is responsible for managing investment portfolios to achieve specified financial goals.- This role involves analyzing market trends, selecting securities, and implementing investment strategies while ensuring compliance with regulatory requirements. Key Responsibilities: Portfolio Management:- Develop and implement investment strategies to...


  • gurugram, India Planify Capital Limited Full time

    We are seeking a highly skilled Financial Analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management. Key Responsibilities: Conduct in-depth financial analysis to support strategic decision-making. Prepare detailed...


  • gurugram, India Planify Capital Limited Full time

    We are seeking a highly skilled Financial Analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.Key Responsibilities:Conduct in-depth financial analysis to support strategic decision-making.Prepare detailed...


  • Gurugram, India Planify Capital Limited Full time

    Job Description:- We are seeking a highly skilled Financial Analyst to join our team.- The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management. Key Responsibilities:- Conduct in-depth financial analysis to support strategic...


  • Gurugram, India Planify Capital Limited Full time

    Job Overview: We are looking for an experienced Investor Relations professional to join our team. The primary responsibility of this role is to convert leads into business opportunities, effectively manage relationships with investors, and support financial communication strategies. You will play a key role in building and maintaining positive relationships...

  • Financial Analyst

    6 days ago


    Gurugram, India Planify Capital Limited Full time

    We are seeking a highly skilled Financial Analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.Key Responsibilities:Conduct in-depth financial analysis to support strategic decision-making.Prepare detailed...

  • Financial Analyst

    5 days ago


    Gurugram, India Planify Capital Limited Full time

    We are seeking a highly skilled Financial Analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.Key Responsibilities:Conduct in-depth financial analysis to support strategic decision-making.Prepare detailed...

  • Driver

    3 months ago


    Gurugram, Haryana, India Planify Capital Limited Full time

    Responsibilities include maintaining vehicle cleanliness, following traffic laws, and ensuring punctuality while offering a high standard of service. **Education**: - Higher Secondary(12th Pass) (preferred) **Experience**: - Driving: 3 years (preferred) License/Certification: - Driving Licence (required) Work Location: In person


  • Gurugram, Haryana, India Planify Capital Limited Full time

    Key Responsibilities: - Customer Communication: Attend incoming calls and engage with customers to address inquiries related to share transfers and related services. - Issue Resolution: Identify and resolve customer issues promptly and effectively, ensuring customer satisfaction. - Documentation: Assist customers in completing necessary documentation for...