Strategic Equity Investment Specialist

2 days ago


Hubli, Karnataka, India beBeeFinancial Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Overview

We are seeking a skilled professional to assume the role of Equity-Focused Financial Analyst.

This position involves conducting in-depth equity research, developing financial models, and performing due diligence to support investment decisions.

  • Key Responsibilities:
  • Equity Research & Investment Analysis
  • Conduct fundamental analysis using company financials, industry trends, sectoral analysis, and valuation.
  • Develop initiation and earnings update reports, sector briefs, and investment recommendations.
  • PMS, AIF, and Mutual Fund Oversight
  • Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.
  • Engage with fund managers for insights and maintain regular updates.
  • Financial Modeling & Due Diligence
  • Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.
  • Execute financial due diligence for new funds or investment proposals.
  • Reporting & Communication
  • Prepare investor-ready presentations, research dashboards, and detailed write-ups.
  • Deliver market commentary and fund performance summaries.
  • Stakeholder Interaction & Market Monitoring
  • Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.


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