Wealth Management

20 hours ago

Mumbai Metropolitan Region, India Centrum Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Selection & Research

  • Identify investment opportunities across sectors and market caps based on deep fundamental analysis.
  • Conduct bottom-up research to generate high-conviction long-term ideas unconstrained by benchmarks or sector limitations.
  • Understand the dynamics of multiple sectors and quickly understand sector undercurrents and megatrends

Qualitative Research

  • Evaluate management quality, corporate governance practices, industry structure, and business models.
  • Attend earnings calls, filings, investor presentations, and management meetings.

Financial Analysis & Modeling

  • Build and maintain basic as well as detailed financial models, including projections, valuation (DCF, relative valuation, SOTP), and sensitivity analysis.
  • Analyze key financial metrics, quality of earnings, and capital allocation patterns.

Technical Analysis

  • Cursory idea of technical analysis. Ability to understand charts and create basic charts.

Idea Generation & Present well-articulated investment memos and research reports (initiation, updates, thematic and techno-funds reports).

  • Contribute regularly to internal investment discussions and strategy meetings.

Maintenance Research, Monitoring & Review

  • Continuously monitor portfolio stocks and recommended ideas.
  • Update internal stakeholders on triggers, risks, or valuation shifts.

Advisory Role & Client Outreach

  • Should communicate his ideas effectively to the investors upon the request of respective dealers or RMs.
  • Should remain constantly connected with the RMs and Dealers and communicate ideas to them on a constant basis.
  • Should accompany RMs on client meetings and pitch investment and trading ideas to investors.
  • CA / MBA (Finance) / CFA Charterholder or Level 2/3 candidates (preferred)
  • Experience in tracking Indian listed companies across sectors and market caps
  • Proven ability to work independently in an unconstrained investment environment
  • Well experienced in financial modeling, accounting, and valuation capabilities
  • Strong written and verbal communication skills, with the ability to pitch ideas confidently
  • Proficiency in MS Excel, PowerPoint, and financial data platforms such as ACE Equity, Capitaline, Screener, Trenlyne, Tijori, etc. Bloomberg and any technical analysis would be an added advantage.

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