Overview
This is regarding opening for Equity Research Analyst role with leading Asset management and Alternative Investment Industry !!
Location: Chennai
Experience: 2 + Years
About the Role:
To join our Alternative Investment Fund (AIF) and Portfolio Management Services (PMS) team, we are seeking a motivated and inquisitive Research Analyst. Strong analytical abilities, a thorough understanding of financial markets, and the capacity to recognize high-conviction investment ideas across industries are necessary for this sector-neutral position.
Key Responsibilities:
– Perform comprehensive financial analysis and fundamental research on listed firms in many industries.
– Create and manage industry trackers, valuation models (DCF, relative valuation, etc.), and comprehensive financial models.
– Determine and assess potential investments for the AIF/PMS portfolios.
Create thorough research reports and investment memos for internal discussions – and client correspondence.
– Monitor sectoral advancements, company-specific news, and macroeconomic changes that affect portfolio holdings.
– Help with risk analysis, performance attribution, and portfolio monitoring
– As part of the research process, communicate with stakeholders, industry experts, and corporate management.
– Assist the investing team in creating ideas and building a portfolio.
Key Requirements:
– 2-5 years of expertise in investment analysis, portfolio management (buy-side or sell-side), or equities research
– Excellent educational background: CFA, MBA (Finance), or CA (recommended)
Demonstrated aptitude at creating financial models, analyzing financial statements, and producing excellent research reports
– Proficient in Excel and PowerPoint; familiarity with Bloomberg, Reuters, or comparable software is advantageous.
– Strong written and verbal communication abilities
– A strong interest in capital markets and a passion for investing
– Self-motivated, meticulous, and able to function autonomously in a hectic setting
Preferred Qualities:
– Previous experience with asset management settings, PMS, or AIF
– The ability to shift across industries and see opportunities based on merit, as well as a sector-agnostic attitude
– The capacity to cooperate with a small yet dedicated investment team.