Equity Research Analyst - BFSI

Position Title- Equity Research Analyst

Location- Mumbai

Department- Investment

Grade- AVP/ VP

Reporting Relationship Fund Manager

Purpose of the Job The position is responsible for generating quality investment ideas and tracking portfolio companies.

Key Responsibilities:

- Conduct fundamental research on companies to identify investment opportunities.

- Track industry trends, regulatory changes, and market movements affecting these sectors.

- Prepare investment notes, financial models, and reports to support investment decisions.

- Analyze company positioning, business growth potential, financial health, and risks for buy/sell recommendations.

- Identify companies with re-rating potential and long-term value.

- Monitor earnings releases, management commentary, and key industry developments.

- Communicate investment ideas and insights effectively to internal stakeholders and investors.

- Engage in management meetings, industry expert discussions, and competitive analysis.

Role Specific Competencies

- Strong analytical skills to research and recommend stocks/companies for investment in the BFSI sector.

- Ability to organize research into clear reports and presentations.

- Knowledge of Bloomberg, Thomson Research, and other financial resources is a plus.

Behavioral Competencies

- Conceptual clarity

- Strong analytical and quantitative skills.

- Highly motivated, dynamic, hardworking, and eager to succeed.

Formal Qualifications / Prior Work Experience

- CA / MBA or post-graduate degree in Finance/Economics, with 12 years in BFSI equity research