Fundamental Equity Analyst

Job Opening: Fundamental Equity Analyst

Location: Mumbai

Experience: 5+ Years

Qualification: CA / MBA (NISM certification preferred)

Department: Research

Reporting To: Head of Research

About the Role:

We are looking for a highly motivated and detail-oriented Fundamental Equity Analyst to join our Research team. In this role, you will be responsible for conducting deep-dive industry and company research, creating valuation models, and producing high-quality equity research reports. Your insights will play a key role in shaping investment decisions and strategies.

Key Responsibilities:

• Conduct in-depth fundamental research on companies and sectors to identify investment opportunities and risks.
• Develop detailed valuation models using DCF, relative valuation, and other standard techniques.
• Prepare comprehensive coverage reports and regular company updates, including quarterly previews and reviews.
• Attend management meetings, company calls, and industry conferences to gather insights and maintain up-to-date sector knowledge.
• Maintain a well-organized research database for internal and external reference.
• Lead sector-specific research coverage with a focus on key trends, risks, and developments.

Who We're Looking For:

• Experience: 5+ years as a fundamental equity analyst with proven expertise in any of the following sectors:
• Banking
• Capital Goods
• Infrastructure
• Chemicals
• Pharmaceuticals
• QSR (Quick Service Restaurants)
• New Age Technology
• Initiating Coverage: Must have independently led at least 3 initiating coverage reports.
• Strong financial modeling and valuation skills.
• Excellent analytical, communication, and report-writing abilities.
• Proven ability to build and maintain strong client relationships.
• Experience in working with boutique or mid-sized broking firms is a plus.

Preferred Qualifications:

• CA or MBA in Finance
• NISM certification is an added advantage