
Senior Financial Research Specialist
3 hours ago
We seek a dynamic and skilled Financial Analyst with experience in analyzing PMS, AIFs, and Mutual Funds. As a key member of our team, you will conduct in-depth equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.
The ideal candidate will have expertise in conducting equity research, building financial models, and performing fundamental analysis. They will also possess strong communication skills, with the ability to deliver clear and concise reports and presentations.
The role requires close collaboration with fund managers, industry experts, and stakeholders to gain insights and stay up-to-date on market developments. The successful candidate will be a team player, comfortable working in a fast-paced environment and adapting to changing priorities.
Key Responsibilities:
- Equity Research & Investment Analysis
- PMS, AIF, and Mutual Fund Oversight
- Financial Modeling & Due Diligence
- Reporting & Communication
- Stakeholder Interaction & Market Monitoring
Requirements and Qualifications:
- CFA, CA, MBA in Finance, or NISM certification
- 3–8 years of equity research/fund analysis experience
- Proficiency in financial modelling, valuations, and use of databases
- Strong Excel and PowerPoint capabilities
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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