We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You’ll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.
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Key Responsibilities
- Equity Research & 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.
- PMS, AIF, and Mutual 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.
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Requirements & Qualification
CFA, CA, MBA in Finance, or NISM certification for research professionals
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 modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website
Strong Excel and PowerPoint capabilities.
Excellent analytical thinking, attention to detail, communication, and presentation skills.
Comfortable working in high-pressure settings and collaborating across
Desirable Bonus Qualities
- Prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets.
- Willingness to attend site visits, management meetings, or industry conferences.
- Awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products
