Dynamic Equity Research Professional

2 days ago


Meerut, Uttar Pradesh, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,50,00,000

Job Title: Equity-Focused Financial Analyst

About the Role:

  • We seek a seasoned Financial Analyst with expertise in equity research to deliver top-notch investment analysis and market insights.

Key Responsibilities:

  1. Equity Research & Investment Analysis: Conduct comprehensive financial analysis, building complex models to inform investment decisions and generate actionable reports.
  2. PMS, AIF, and Mutual Fund Oversight: Analyze fund performance, portfolio composition, and manager strategy to engage with fund managers and provide regular updates.
  3. Financial Modeling & Due Diligence: Develop robust financial models (DCF, projections), test assumptions, and perform scenario analyses to execute due diligence for new funds or investment proposals.
  4. Reporting & Communication: Create investor-ready presentations, research dashboards, and detailed write-ups to deliver market commentary and fund performance summaries.
  5. Stakeholder Interaction & Market Monitoring: Engage with company management, attend industry forums, and synthesize market developments into fund insights.

Requirements & Qualifications:

  1. Educational Background: CFA, CA, MBA in Finance, or NISM certification for research professionals.
  2. Professional Experience: 3–8 years of equity research/fund analysis experience, preferably with exposure to PMS, AIFs, or mutual funds.
  3. Technical & Analytical Skills: Proficiency in financial modeling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website; Strong Excel and PowerPoint capabilities.
  4. 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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