Fund Based Financial Analyst

21 hours ago

Gurugram, India Planify Capital Limited Full time

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 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 5–12 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.

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