Description

Role and Responsibilities 

1.     Research & Analysis

       Study financial statements, industry reports, and macroeconomic data

       Evaluate company performance, competitive positioning, and growth prospects

       Monitor market trends and sector developments

2.     Financial Modelling

       Build and maintain detailed financial models to forecast earnings and valuations

       Use quantitative and qualitative techniques to assess securities

3.     Investment Recommendations

       Provide buy/sell/hold recommendations on equities

       Prepare reports and presentations for clients, fund managers, or internal teams

4.     Portfolio Support

       Assist in constructing and managing equity portfolios

       Track performance of recommended stocks and adjust strategies accordingly

5.     Communication

       Present findings to stakeholders in clear, concise reports

       Collaborate with traders, portfolio managers, and other analysts

      Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements

Skills & Competencies 

               Quick thinking and problem-solving skills

               Able to work independently and as a team player

               Ability to Interact with issuers and rating agencies diligently

               Excellent communication skills and active listening skills

               Subject matter expertise in mid and small cap companies within multiple sectors

               Analytical skills and process compliance

Requirements

Qualification & Experience 

CA/ MBA from a Tier I institutes with 3 to 7 years of experience with minimum 3 plus years of relevant work experience as an equity analyst

CFA is an added advantage

Preferred from PMS/AIF/Mutual fund background