Overview
Job Title: Equity Analyst – PMS
Location: Mumbai, India
Job type: Full-time
Department: Portfolio Management Services
Reporting To: Head – PMS
Key Responsibilities:
– Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics.
– Build and maintain detailed financial models to project future earnings and assess valuation metrics.
– Generate stock recommendations and prepare comprehensive research reports and presentations.
– Assist in constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters.
– Ensure the portfolios are compliant with all internal mandates and regulatory guidelines.
– Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions.
– Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies.
– Prepare weekly/monthly/quarterly reports and presentations on portfolio performance and market outlook for internal stakeholders and clients
Candidate Requirements:
Education: CA / CFA / MBA (Finance) / Postgraduate in Finance
Experience: 3-7 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house
Proven track record of providing valuable investment insights and generating equity recommendations
Experience in handling mid-cap and small-cap stocks is desirable
Skills & Attributes:
Strong knowledge of financial statement analysis, financial modelling, and equity valuation techniques (DCF, P/E, P/B, etc.).
Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets.
Excellent communication and presentation skills to effectively convey research findings and recommendations.
Detail-oriented and self-motivated with a passion for equity markets.
Knowledge of the regulatory environment (SEBI, stock exchanges, etc.).
Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills.