Equity-Focused Financial Analyst

About the job

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. 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. Requirements & Qualification • Educational Background - CFA, CA, MBA in Finance, or NISM certification for research professionals • Professional Experience - 5–12 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.

Requirements

• Equity research
• Financial modeling
• Technical due diligence

Qualifications

• CFA
• CA
• MBA in Finance

Preferred Technologies

• Equity research
• Financial modeling
• Technical due diligence