Job Description

Position: Equity Research Analyst (Buy Side) Qualification: CA,CFA Experience: 5 to 7 years Location: Mumbai Roles and Responsibilities 1. Identify New Investment Ideas and Trends • Analyze global and regional market trends to identify emerging investment opportunities. • Monitor industry developments, technological advancements, and economic indicators to uncover potential investment targets. • Conduct competitive analysis and benchmarking to evaluate companies within various sectors. • Generate investment ideas that align with the firms investment strategy and risk appetite. 2. Conduct Research and Financial Modelling • Perform in-depth fundamental research on potential investment opportunities, including equities, fixed income, and alternative assets. • Develop and maintain detailed financial models to forecast company performance, including income statements, balance sheets, and cash flow analysis. • Conduct valuation analysis using various methodologies such as DCF, comparable company analysis, and precedent transactions. • Evaluate the financial health, management quality, and strategic positioning of companies. 3. Present Investment Ideas for Decision Making • Prepare and present comprehensive research reports and investment recommendations to the Fund Manager and investment committee. • Support the decision-making process by providing data-driven insights and analysis. • Engage in discussions with the investment team to refine investment strategies and ensure alignment with overall portfolio objectives. • Track the performance of recommended investments and provide updates as necessary. 4. Stay Updated on Market News and Company Reports • Continuously monitor and interpret market news, earnings reports, and economic data to assess their impact on existing and potential investments. • Maintain up-to-date knowledge of regulatory changes, industry developments, and geopolitical events that could influence investment strategies. • Review and analyze quarterly and annual reports, SEC filings, and other company disclosures. • Attend industry conferences, earnings calls, and meetings with company management as needed. 5. Collaborate with Fund Manager and Portfolio Analyst • Work closely with the Fund Manager to align research efforts with the firm’s investment strategy. • Collaborate with the Portfolio Analyst to ensure accurate and timely integration of research insights into portfolio construction. • Assist in the ongoing monitoring and evaluation of portfolio holdings, providing insights on potential risks and opportunities. • Participate in team meetings and contribute to the overall investment decision-making process.