Overview
Educational Qualification: CFA Or CA or 2 years full time PGDBA / MBA specialising in finance, law, accountancy or business management from a university or an institution recognized by the Central Government or any State Government or a foreign university
Objective of the Role:
To deliver in-depth research and analysis of equity securities, supporting portfolio management strategies tailored for high-net-worth clients within a Portfolio Management Services (PMS) framework. This role focuses on generating actionable insights and recommendations that align with PMS objectives, optimizing client portfolios and driving superior risk-adjusted returns.
Roles and Responsibilities:
– Conduct comprehensive research on stocks, sectors, and macroeconomic trends to identify high-potential equity investments aligned with PMS strategies.
– Build and maintain financial models to evaluate valuations, growth trajectories, and earnings potential, aiding portfolio construction and client-specific objectives.
– Provide actionable investment recommendations and strategies to portfolio managers, focusing on diversification, risk-adjusted returns, and long-term growth.
– Prepare and update detailed research reports, incorporating market developments, earnings updates, and global trends to support portfolio decisions.
– Monitor corporate actions, regulatory changes, and sectoral shifts, offering timely insights to portfolio managers and contributing to investment committee discussions.
– Track global economic trends, geopolitical events, and sectoral shifts that could impact PMS portfolios.
– Collaborate with portfolio managers to align research findings with PMS strategies and tailor recommendations to clients’ risk tolerance and investment goals.
– Support client presentations with research-backed insights on portfolio performance, risks, and market outlook.
– Ensure all research activities comply with regulatory standards and firm policies.
– Regularly update reports and recommendations based on market developments, earnings updates, and company performance.
Attributes Required / Preferred Skills:
– Expertise in equity analysis, financial markets, and PMS-oriented investment strategies.
– Strong skills in financial modeling, valuation techniques, and data analysis tools.
– Robust quantitative and qualitative analytical abilities with attention to detail.
– Clear and persuasive written and verbal communication tailored for high-net-worth clients and internal stakeholders.
– Ability to work effectively both independently and within a team, managing deadlines in a dynamic, fast-paced environment.
– Strong organizational, planning, and problem-solving capabilities to align research outputs with broader PMS goals.