Athena - Analyst - Global Equities

Job Title: Analyst - Global Equities

Location: Mumbai

Role Overview:

We are looking for a committed and skilled individual to become a part of our Global Equities Investment team. The ideal candidate will be tasked with researching investment opportunities in global equities, generating research insights, and managing model portfolios.

Key Responsibilities:

- Conduct comprehensive research and analysis on global equities, including financial modelling, valuation, and industry analysis.

- Carry out research on investible opportunities within global equities markets aligned with the firm's investment philosophy.

- Monitor market trends, macroeconomic indicators, and geopolitical developments impacting equities.

- Support the development and refinement of the asset allocation framework.

- Create and maintain financial models for equities, tracking performance and valuation metrics.

- Write comprehensive investment research notes, reports, and product reviews.

- Periodically review client portfolios and provide actionable recommendations.

- Support the creation of content such as blogs, newsletters, and podcasts to communicate investment insights.

Qualifications & Skills:

- Chartered Accountant (CA), CFA, or MBA from a reputed university.

- 2-4 years of experience in investment research, equity analysis, or related roles.

- Self-driven, highly motivated, with the ability to work independently and take ownership.

- Excellent written and verbal communication skills, with strong interpersonal abilities.

- Critical evaluation skills for investment opportunities and portfolio holdings.

- Experience in reviewing investment products and preparing insightful notes.

- Good understanding of market cycles, risk management, and valuation methodologies.

What We Offer:

- Competitive compensation package.

- An entrepreneurial environment with a flat reporting structure, empowering ownership and autonomy.

- Opportunities for professional growth and leadership.

- The chance to work with a dynamic, forward-looking team committed to excellence.