Fundamental Analyst Equity research

4 weeks ago

Mumbai, Maharashtra, India Corenza Full time

About Company

A family office in Mumbai.

Job Description

  • Develop and evaluate trading ideas driven by fundamental catalysts or valuation-based insights across listed equities.
  • Conduct comprehensive due diligence on investment opportunities, including valuation analysis for primary and secondary equity offerings.
  • Analyse financial statements, industry dynamics, and business models to identify mispriced or overlooked opportunities.
  • Create detailed investment memos and recommendations, articulating investment thesis, risk factors, and return expectations.
  • Monitor portfolio companies, track corporate events, and stay updated on regulatory, market, and macro developments.
  • Interact with company management, industry experts, and sell-side analysts to gather market intelligence and validate assumptions.
  • Maintain and enhance internal financial models and valuation tools for screening and benchmarking.
  • Collaborate with the Fund Manager to refine portfolio positioning based on fundamental views.

Key Performance Indicators (KPIs)

  • Investment Idea Generation.
  • Quality of ideas (based on acceptance rate by Investment Committee).
  • Portfolio Contribution / Alpha Generation.
  • Accuracy of Forecasts & Valuations.
  • Research Quality and Timeliness.
  • Due Diligence & Execution Support.
  • Coverage Expansion & Maintenance.
  • Cross-functional Collaboration & Communication.
  • Regulatory & Ethical Compliance.

Key Competencies

  • Strong command over valuation techniques, accounting, and equity analysis.
  • High level of intellectual curiosity and openness to non-traditional trading or investing strategies.
  • Ability to synthesise qualitative and quantitative data into actionable investment insights.
  • Proven capability to work independently and manage end-to-end research workflow.
  • Strong communication and presentation skills, able to defend ideas before senior leadership.
  • Collaborative attitude with maturity and discretion to handle confidential and strategic information

Role Requirements :

  • Qualified CA/CFA having at least 5+ years of experience into Institutional level Equity research, specifically into Indian Market.
  • Experience handling Small/Mid Cap sectors.

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