Equity Research Analyst
2 hours ago
The analyst will evaluate companies, industries, and economic trends, translate research into differentiated strategies, and partner closely with relationship managers, sales, and advisory teams to enhance client portfolios.
Role: Fundamental Analyst – Equity Research
Experience: 7–15 years (Sell-side Research)
Ultra HNI & Family Office Clients
Conduct fundamental analysis of companies, including financial modeling, valuation, and forecasting.
Identify investment opportunities and generate actionable research recommendations for UHNI & Family Office portfolios.
Deliver differentiated research reports and presentations that support investment decisions.
Collaborate with sales and advisory teams to align research insights with client portfolio strategies.
Deliver high-quality coverage of assigned companies and sectors, with timely updates on earnings, market movements, and key events.
Ensure research quality, accuracy, and compliance with internal and regulatory standards.
Strong expertise in fundamental equity research, valuation methods, and financial modeling.
Proven ability to translate research into actionable portfolio strategies for UHNI & Family Office clients.
MBA (Finance) / CFA / CA or equivalent.
Prior experience in Equity Research, Investment Banking, or Consulting preferred.
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