Strategic Investment Specialist

5 days ago


Thāne, Maharashtra, India beBeeEquity Full time ₹ 70,00,000 - ₹ 1,50,00,000
Equity Researcher Job Description

We are seeking an accomplished Equity Researcher with a strong background in analyzing various investment products. The ideal candidate will conduct thorough equity research, build and maintain financial models, perform fundamental and technical due diligence, and produce insightful reports to support informed investment decisions.

  • 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.
  • 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.

Requirements & Qualification

  • Educational Background: CFA, CA, MBA in Finance, or NISM certification for research professionals.
  • Professional Experience: 3–8 years of equity research/fund analysis experience. Preference for those 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 departments.


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