
Dynamic Investment Analyst
2 days ago
Seeking a skilled Equity Researcher to drive investment decisions with meticulous analysis and sharp insights.
Job Summary:- Equity Research & Investment Analysis:
- Conduct fundamental analysis using company financials, industry trends, sectoral data, and valuation techniques.
- Develop comprehensive reports, sector briefs, and investment recommendations for informed decision-making.
- Portfolio Management & Fund Oversight:
- Monitor fund performance, NAV movements, portfolio composition, and manager strategy to ensure optimal returns.
- Engage with fund managers for expert insights and maintain regular updates on market developments.
- Financial Modeling & Due Diligence:
- Build and refine robust financial models (DCF, projections), test assumptions, and perform scenario analyses to minimize risks.
- Execute thorough financial due diligence for new investments or fund proposals.
- Reporting & Communication:
- Prepare compelling investor presentations, research dashboards, and detailed write-ups to facilitate informed investment decisions.
- Deliver market commentary and fund performance summaries to stakeholders.
- Market Interaction & Stakeholder Engagement:
- Interact with company management, attend industry forums, and synthesize market developments into actionable insights.
- Education: CFA, CA, MBA in Finance, or NISM certification for research professionals.
- Experience: 3-8 years of equity research/fund analysis experience. Preference for those with exposure to portfolio management, alternative investments, or mutual funds.
- Technical Skills: Proficiency in financial modeling, 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 teams.
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