Financial Research Specialist

9 hours ago


Ajmer, Rajasthan, India beBeeEquity Full time ₹ 14,09,600 - ₹ 25,16,800
Job Title: Equity-Focused Financial Analyst

We are seeking a dynamic financial professional with expertise in equity research and analysis. As an Equity-Focused Financial Analyst, you will be responsible for conducting in-depth equity research, building and maintaining financial models, performing fundamental and technical due diligence, and producing insightful reports to support investment decisions.

  • Conduct fundamental analysis using company financials, industry trends, sectoral analysis, and valuation techniques.
  • Develop initiation and earnings update reports, sector briefs, and investment recommendations.
  • Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.
  • Engage with fund managers for insights and maintain regular updates.
  • Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.
  • Execute financial due diligence for new funds or investment proposals.
  • Prepare investor-ready presentations, research dashboards, and detailed write-ups.
  • Deliver market commentary and fund performance summaries.

Requirements:

  • CFA, CA, MBA in Finance, or NISM certification for research professionals.
  • 3–8 years of equity research/fund analysis experience. Preference for those 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.


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