Equity Research Specialist

1 month ago


Mumbai Metropolitan Region, India Talent Corner HR Services Pvt Ltd Full time

Job Title: Equity Advisor / Research Analyst

Location: Remote

Experience: 5+ years

Key Responsibilities:

  • Equity Research & Stock Advisory: Conduct comprehensive research on equity stocks, analyzing both fundamental and technical aspects. Provide actionable recommendations to enhance client portfolios.
  • Portfolio Review: Monitor and review client portfolios, identifying opportunities for improvement based on market conditions and client objectives.
  • Risk-Based Investment Advice: Tailor investment recommendations according to clients' risk profiles, ensuring alignment with their financial goals.
  • Stock Whitelisting: Maintain a high-potential stock whitelist based on thorough research and market analysis.
  • Client Coordination: Collaborate with clients and internal teams, providing periodic updates and reports on portfolio performance.

Requirements:

  • Minimum 5 years of experience in equity research, securities analysis, or stock advisory.
  • Proficiency in both fundamental and technical stock analysis.
  • Strong analytical skills, attention to detail, and excellent communication abilities.
  • Expertise in MS Excel for financial modeling, and proficiency in PowerPoint and Word for presentations and reports.


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