
Distinguished Equity-Focused Financial Analyst Opportunity
6 hours ago
We are seeking a highly skilled Equity-Focused Financial Analyst to join our team of professionals in the finance sector.
Key Responsibilities:
- Conduct thorough financial analysis using company financials, industry trends, and sectoral analysis to develop initiation and earnings update reports, sector briefs, and investment recommendations.
- Monitor fund performance, NAV movements, portfolio composition, and manager strategy for PMS, AIF, and Mutual Funds.
- Build and maintain comprehensive financial models (DCF, projections), test assumptions, and perform scenario analyses for due diligence of new funds or investment proposals.
- Prepare detailed presentations, research dashboards, and write-ups to deliver market commentary and fund performance summaries.
- Interact with management, attend industry forums, and synthesize market developments into fund insights.
- CFA, CA, MBA in Finance, or NISM certification for research professionals.
- 3–8 years of equity research/fund analysis experience, preferably with exposure to PMS, AIFs, or mutual funds.
- Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website.
- Strong Excel and PowerPoint capabilities, excellent analytical thinking, attention to detail, communication, and presentation skills.
Desirable Bonus Qualifications include prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets, willingness to attend site visits, management meetings, or industry conferences, and awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products.
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