Senior Research Analyst
7 days ago
**Senior Research Analyst & Fund Manager
Location: Mumbai
Reports to: CIO – Listed Equities
Job Summary**
The organization is looking for a seasoned equity investment professional to join their Alts team in the Indian listed equity space.
Key Responsibilities
- Conduct deep fundamental research on companies, sectors & macro trends.
- This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.
- Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile.
- Regularly engage with a set of highly professional large investors on a daily basis.
- Interpret market events and take necessary investment action.
- Collaborate with fund managers and other analysts to refine investment strategies.
- Monitor portfolio company performance and provide regular updates.
- Attend earnings calls, investor presentations, and industry conferences to gather insights.
- Track regulatory developments and assess their impact on portfolio holdings.
- Maintain strong relationships with investors, providing regular updates, and addressing their queries and concerns.
Major Challenges
- AIF regulations are stringent and evolving. Navigating these while maintaining agility is a challenge.
- Continuous monitoring of global macro & domestic events and quick strategy adjustments.
Educational Qualifications
- CFA, CA, or MBA from a reputed business school
Work Experience
- 15 years' experience in equity research and/or fund management
- Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs
- Strong track record in stock picking & portfolio construction
- Able to effectively communicate
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