
Financial Researcher
1 day ago
We are seeking a skilled Equity Analyst to join our team. The ideal candidate will have strong experience in analyzing PMS, AIFs, and Mutual Funds.
- Conducting fundamental analysis using company financials, industry trends, sectoral analysis, and valuation will be key responsibilities of the role.
- Developing initiation and earnings update reports, sector briefs, and investment recommendations will also be essential tasks.
- The analyst will analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.
- Engaging with fund managers for insights and maintaining regular updates will be a crucial aspect of the job.
The successful candidate will have a background in CFA, CA, MBA in Finance, or NISM certification for research professionals. They will also possess 3–8 years of equity research/fund analysis experience, preferably with exposure to PMS, AIFs, or mutual funds.
This is a high-pressure role that requires excellent analytical thinking, attention to detail, communication, and presentation skills. The ideal candidate will be comfortable working in a fast-paced environment and collaborating across teams.
A desirable bonus quality includes prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets. Additionally, willingness to attend site visits, management meetings, or industry conferences, and awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products will be advantageous.
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