
Dynamic Equity Research Professional
2 days ago
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:
- Equity Research & Investment Analysis: Conduct comprehensive financial analysis, building complex models to inform investment decisions and generate actionable reports.
- PMS, AIF, and Mutual Fund Oversight: Analyze fund performance, portfolio composition, and manager strategy to engage with fund managers and provide regular updates.
- 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.
- Reporting & Communication: Create investor-ready presentations, research dashboards, and detailed write-ups to deliver market commentary and fund performance summaries.
- Stakeholder Interaction & Market Monitoring: Engage with company management, 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: 3–8 years of equity research/fund analysis experience, preferably with exposure to PMS, AIFs, or mutual funds.
- 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.
- 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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