
Equity Focused Investment Strategist
6 days ago
We are seeking a skilled financial expert with expertise in equity research and financial modeling to drive business growth.
The ideal candidate will possess strong analytical skills, excellent communication abilities, and the ability to work effectively in fast-paced settings.
Key Responsibilities:
- Conduct in-depth equity analysis, analyze company financials, industry trends, and sectoral analysis to make informed investment decisions.
- Analyze and monitor fund performance, portfolio composition, and manager strategy for PMS, AIF, and Mutual Funds.
- Develop and maintain rigorous financial models, execute financial due diligence, and prepare investor-ready presentations.
- Deliver market commentary, fund performance summaries, and engage with stakeholders to provide valuable insights.
Requirements & Qualification:
- CFA, CA, MBA in Finance, or NISM certification for research professionals.
- 3–8 years of equity research/fund analysis experience with a preference for those with exposure to PMS, AIFs, or mutual funds.
- Proficiency in financial modeling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website.
- Excellent analytical thinking, attention to detail, communication, and presentation skills.
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