Guardian Capital Investment Advisors

Senior Analyst, Equity ResearchLocation: HyderabadFunction: ResearchExperience: 2-3 YearsCTC: 1215 LPA (Plus Bonus)Bond: 2 yearsReports to: VP, ResearchSenior Analyst Research will work closely with portfolio managers, fund managers, and client advisors to deliver high-quality research and insights across asset classes. This role is critical to shaping investment views and supporting client portfolio decisions.Why Work at Guardian Capital?:1. We believe our people are our greatest assets.2. We are looking to hire individuals with integrity, creativity, and a passion for excellence.3. Being in a growth phase, we offer accelerated career growth and ESOPs for the right talent.4. We ensure every role is meaningful and fulfillingbecause work should be exciting.5. We strive to make a difference in the lives of the families who trust us with their wealth.About Guardian Capital:Guardian Capital is an elite Wealth and Asset Management firm based in Hyderabad. We serve high-net-worth individuals and family offices with services spanning Investment Advisory, Taxation, Financial Planning, Legal Advisory customized to each clients needs. Recognized by CNBC-TV18 as Indias Best Investment Advisory Firm, we are redefining the way wealth is managed.Key pillars of the role:Pillar 1: Research- Conduct in-depth research and analysis across equities, mutual funds, bonds, and other investment products to support investment decision-making.- Evaluate financial statements, industry reports, market trends, and key economic indicators to identify viable investment opportunities and potential risks.- Contribute to quarterly Mutual Fund research initiatives and support enhanced research collaboration across departments.- Regularly update Net Asset Values (NAVs) in internal reports and download relevant fund factsheets on a weekly and monthly basis to maintain accurate data repositories.- Assist the in-house fund manager with detailed company-specific, peer-comparative, and sectoral research to strengthen portfolio strategies.- Build and manage professional relationships with a diverse range of Fund Managers across Mutual Funds and Portfolio Management Services (PMS) to stay updated on market insights and product developments.Pillar 2: Investment Recommendations- Prepare well-structured and data-backed investment recommendations for both equity and debt securities.- Present recommendations and research findings to portfolio managers, senior leadership, and relevant stakeholders to support informed investment decisions.Pillar 3: Market Trends and Macro-Economic Analysis- Continuously monitor macro-economic trends, policy updates, global market movements, and regulatory developments affecting the investment landscape.- Analyse their potential impact on portfolio performance and provide actionable insights on global and regional economic conditions.- Support the development of forward-looking perspectives that guide strategic investment positioning.Pillar 4: Strategy & Client Meetings- Accompany business heads to important client meetings, assist in presenting investment insights, and help address client questions and concerns.- Develop and refine asset allocation strategies tailored to various client risk profiles, financial goals, and market conditions.- Support the creation of high-quality presentations and reports to enhance client understanding and engagement.Who Should Apply:- CA Freshers- Professionals with 0-2 years of experience in research analyst roles or wealth/PMS/AMC firms.- CA/CFA is mandatory.- Strong in fundamental and financial analysis.- Preferably certified with NISM-Series XXI B, and driven by high ownership, attention to detail, and a passion for capital markets (ref:iimjobs.com)