High-Performance Equity Investment Specialist

2 days ago

Gurgaon, Haryana, India beBeeInvestment Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

We are seeking an experienced Equity-Focused Financial Analyst to conduct in-depth equity research, build complex financial models, perform thorough due diligence, and produce insightful reports to inform 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 & Qualifications:
  • Educational Background
    • CFA, CA, MBA in Finance, or NISM certification for research professionals.
  • Professional Experience
    • 38 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 teams.
  • 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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