Equity-Focused Financial Analyst

3 weeks ago


Gurgaon, Haryana, India Planify Capital Limited Full time
Job Description

We 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 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

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

  • Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    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...


  • Gurgaon, Haryana, India Planify Capital Limited Full time

    Job DescriptionThis is a full time on site role for a Private Equity Analyst located in Gurgaon. The Private Equity Analyst will be responsible for analysing investment opportunities building Financial Models and conducting due diligence. They will assist in preparing investment proposals and reports, tracking performance and providing analytical support to...


  • Gurgaon, Haryana, India Aurum Equity Partners LLP Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    TheAssociaterole at Aurum Equity Partners LLP is for candidates withprior experience ofminimum 2 years in Investment Banking/ Private Equity (IB/PE) along with a Chartered Accountancy, CFA Level 2 or post-graduate (MBA or equivalent) educationfrom reputed Tier I B-Schools / Engineering-Schools. End-to-End transaction closure experience from a buy-side or...


  • Gurgaon, Haryana, India Green Portfolio Full time

    Job DescriptionAbout the roleWe are looking for a detail-oriented and analytically strong Equity Research Analyst to join our research team. The ideal candidate will have a passion for financial markets, excellent modeling skills, and the ability to generate insightful research on companies and industries.Key Responsibilities- Conduct detailed research and...

  • Financial Analyst

    2 weeks ago


    Gurgaon, Haryana, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 25,00,000

    At Alight, we believe a company's success starts with its people. It's why we're so driven to connect passion with purpose.We offer competitive total rewards packages, continuing education and training, and tremendous potential with a growing global organization.Key ResponsibilitiesInterpret complex contract terms to deliver actionable insights.Create...


  • Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Supporting supervision functions of client facing documents, communications, and investment products to ensure compliance with regulatory requirements. Analysts will be expected to identify potential irregularities/ red flags, while maintaining agreed service levels and commitments.Key ResponsibilitiesProvide support to Registered Principals and Supervision...

  • Investment Analyst

    2 weeks ago


    Gurgaon, Haryana, India beBeeInvestment Full time ₹ 6,00,000 - ₹ 12,00,000

    Job Title: Investment Analyst - Stocks AnalysisAbout the Role:This is a fantastic opportunity to utilize your analytical skills and knowledge of the financial markets. As an investment analyst, you will be responsible for conducting in-depth research on company stocks, analyzing their performance, and making informed recommendations.Key...


  • Gurgaon, Haryana, India DE Shaw Full time

    Job DescriptionRole Responsibilities:- Cover companies in the industrials space and pitch investment ideas- Build and iterate financial models and valuation assessments- Prepare detailed investment write-ups and presentations- Track industry developments, news flow, and peer performanceJob Requirements:- MBA, CFA, or CA with 58 years of equity/investment...

  • Financial Analyst

    2 weeks ago


    Gurgaon, Haryana, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 14,00,000

    Financial Analyst PositionWe are seeking a skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for analyzing financial data, developing financial models, and providing insights to inform business decisions.The ideal candidate will have a strong background in finance, excellent analytical skills, and...

  • Equity Fund Manager

    3 weeks ago


    Gurgaon, Haryana, India Taurus Mutual Fund Full time

    Job DescriptionAs a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong...