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

• Equity research
• Financial modeling
• Due diligence
• Investment analysis

Qualifications

• CFA
• CA
• MBA in Finance
• NISM certification for research professionals

Preferred Technologies

• Equity research
• Financial modeling
• Due diligence
• Investment analysis