Overview
Looking for lead analyst role for a leading fund house in Mumbai location.
Position Summary:
We are looking for a highly experienced and driven Equity Research Analyst to lead our coverage of the Capital Goods sector. Based in Mumbai (Andheri East), the ideal candidate will have a deep understanding of sector dynamics, strong financial modeling skills, and a proven track record in generating actionable investment ideas. This role offers significant visibility with institutional clients and senior stakeholders.
Key Responsibilities:
Sector & Company Analysis:
– Independently cover and maintain a portfolio of capital goods companies across sub-sectors such as industrial machinery, engineering, EPC, and infrastructure enablers.
– Track industry trends, policy developments (e.g., capex cycles, infrastructure spend), and competitive landscapes.
Financial Modeling & Valuation:
– Build and maintain robust financial models with sensitivity, scenario, and valuation analyses (DCF, comparable company analysis, etc.).
– Analyze company filings, earnings calls, and macroeconomic data to develop investment recommendations.
Research & Insights:
– Publish high-quality, insightful equity research including initiation reports, earnings reviews, thematic deep-dives, and sector updates.
– Formulate and articulate well-structured investment theses backed by solid data and analysis.
Client Engagement:
– Interact with buy-side clients, respond to queries, and support sales and trading teams with timely insights.
– Participate in investor conferences, management access events, and site visits.
Team Collaboration:
– Mentor junior analysts and associates; review and guide their work where applicable.
– Work closely with other sector analysts, economists, and strategists to identify cross-sector trends.
Candidate Profile:
– Education: MBA (Finance), CA, CFA (preferred), or equivalent qualification in finance, economics, or accounting.
– Experience: 8-12 years of relevant experience in equity research (sell-side or buy-side), preferably with direct exposure to the Capital Goods sector.
Skills:
– Strong analytical and quantitative skills.
– Excellent written and verbal communication.
– Proficient in financial software tools such as Bloomberg, Reuters, Excel, and financial databases.
– High attention to detail and ability to meet tight deadlines.