Overview
Job Opening: Fundamental Equity Analyst
Location: Mumbai
Experience: 5 – 8 Years
Qualification: CA / MBA (NISM certification preferred)
Department: Research
Reporting To: Head of Research
About the Role:
We are looking for a highly motivated and detail-oriented Fundamental Equity Analyst to join our Research team. In this role, you will be responsible for conducting deep-dive industry and company research, creating valuation models, and producing high-quality equity research reports. Your insights will play a key role in shaping investment decisions and strategies.
Key Responsibilities:
– Conduct in-depth fundamental research on companies and sectors to identify investment opportunities and risks.
– Develop detailed valuation models using DCF, relative valuation, and other standard techniques.
– Prepare comprehensive coverage reports and regular company updates, including quarterly previews and reviews.
– Attend management meetings, company calls, and industry conferences to gather insights and maintain up-to-date sector knowledge.
– Maintain a well-organized research database for internal and external reference.
Lead sector-specific research coverage with a focus on key trends, risks, and developments.
Who We’re Looking For:
Experience: 5-8 years as a fundamental equity analyst with proven expertise in any of the following sectors:
– Banking
– Capital Goods
– Infrastructure
– Chemicals
– Pharmaceuticals
– QSR
– New Age Technology
– Initiating Coverage: Must have independently led at least 3 initiating coverage reports.
– Strong financial modeling and valuation skills.
– Excellent analytical, communication, and report-writing abilities.
– Proven ability to build and maintain strong client relationships.
– Experience in working with boutique or mid-sized broking firms is a plus.
Preferred Qualifications:
– CA or MBA in Finance
– NISM certification is an added advantage