Equity-Focused Financial Analyst

2 days ago

Bengaluru, Karnataka, 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.

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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.

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Requirements & Qualification


• Educational Background

CFA, CA, MBA in Finance, or NISM certification for research professionals


• Professional Experience

3–8 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

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