Overview
About Company: An AIF Fund office in Mumbai.
Job Description:
– Develop and evaluate trading ideas driven by fundamental catalysts or valuation-based insights across listed equities.
– Conduct comprehensive due diligence on investment opportunities, including valuation analysis for primary and secondary equity offerings.
– Analyze financial statements, industry dynamics, and business models to identify mispriced or overlooked opportunities.
– Create detailed investment memos and recommendations, articulating investment thesis, risk factors, and return expectations.
– Monitor portfolio companies, track corporate events, and stay updated on regulatory, market, and macro developments.
– Interact with company management, industry experts, and sell-side analysts to gather market intelligence and validate assumptions.
– Maintain and enhance internal financial models and valuation tools for screening and benchmarking.
– Collaborate with the Fund Manager to refine portfolio positioning based on fundamental views.
Key Performance Indicators (KPIs):
– Investment Idea Generation.
– Quality of ideas (based on acceptance rate by Investment Committee).
– Portfolio Contribution / Alpha Generation.
– Accuracy of Forecasts & Valuations.
– Research Quality and Timeliness.
– Due Diligence & Execution Support.
– Coverage Expansion & Maintenance.
– Cross-functional Collaboration & Communication.
– Regulatory & Ethical Compliance.
Role Requirements :
– At least 3 years of experience into Institutional level Equity research, specifically into Indian Market.
Educational Qualification: Any Graduate or Post-Graduate
– Preferably from PMS/ Family office or Brokerages.
– Strong networking and relationship-building abilities
– Excellent communication skills
– Background in either sell-side or buy-side equity research
– Prior exposure to small & mid-cap coverage
– Experience handling Small/Mid Cap sectors.