Planify Capital

5 days ago

Gurugram, India Planify capital limited Full time

seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds.Youll 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 Interaction & Market Monitoring:- Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.Requirements & Background: CFA, CA, MBA in Finance, or NISM certification for research professionals.Professional Experience:- 38 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.Soft Skills:- Excellent analytical thinking, attention to detail, communication, and presentation skills.- Comfortable working in high-pressure settings and collaborating across.Desirable Bonus Qualities:- Prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets.- Willingness to attend site visits, management meetings, or industry conferences.- Awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products.Skills: analytical skills,research,mutual funds,aif,due diligence. (ref:iimjobs.com)

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