Equity Research Analyst

4 weeks ago


India Intellectual Capital HR Consulting Pvt. Ltd. Full time

Position: Equity Research Analyst – BFSI (Buy-Side) Location: Mumbai Experience: ~10 years total experience with 5–6 years in BFSI research Qualification: MBA (Finance) / CA About the Role: We are seeking an experienced BFSI Analyst to join our buy-side investment team. The role will involve end-to-end sector coverage and close coordination with the Fund Manager on portfolio construction, tracking, and strategy. The ideal candidate should possess strong research depth across both lending and non-lending financials, with a proven record of generating actionable investment ideas and contributing to portfolio returns. Candidates from rated sell-side firms or reputed institutions are also welcome. Key Responsibilities: - Reporting directly to the Fund Manager, work closely on portfolio creation, tracking, and review. - Conduct in-depth fundamental and valuation research across BFSI (lending and non-lending) – including banks, NBFCs, insurance, broking, fintech, and AMCs. - Build and maintain detailed financial models, perform scenario/sensitivity analyses, and monitor key valuation metrics. - Track sectoral developments, regulatory changes, macro trends, and quarterly results for portfolio and watchlist companies. - Provide results updates and actionable insights to the Fund Manager and investment committee. - Contribute to investment strategy formulation aimed at optimizing portfolio performance and maximizing returns. - Prepare research notes, quarterly updates, investment memos, and presentations for internal and client discussions. - Liaise with company managements, industry experts, and market participants for differentiated insights and investment theses. - Support the team in identifying alpha-generating opportunities through bottom-up research and data-driven evaluation. Candidate Profile: - Around 10 years of total experience, with 5–6 years dedicated to BFSI equity research. - Strong coverage experience across lending (banks/NBFCs) and non-lending (insurance, fintech, broking, AMCs) sectors. - Prior exposure to portfolio construction, investment tracking, and performance evaluation preferred. - Experience in buy-side research preferred; sell-side candidates from rated/reputed firms may also apply. - Excellent skills in financial modelling, valuation, and sector analysis. - MBA (Finance) or CA qualification mandatory. - Analytical mindset with strong communication and presentation abilities. - Proven ability to contribute meaningfully to investment strategy and return maximization.



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