Athena - Analyst - Global Equities Research - CA/CFA

Title: Analyst - Global Equities Research

Location: Mumbai

The applicant must possess the following:

- Chartered Accountant / CFA

- At least 3-4 years of experience in equities research

- Analyse business cycles and critically review growth forecasts

- Sound understanding of various asset classes such as Debt, Equity and Alternative Assets

- Ability to review investment products thoroughly and write product review notes

- Highly motivated and self-driven

- Experience in creating financial models, management reports and research notes

It is desirable that the applicant possess the following:

- General understanding of the Tax and Corporate Laws

- Excellent communication and interpersonal skills

Your primary responsibility will be as follows:

- Generate equities investment idea

- Provide updates on investment on on regular basis and suggest necessary portfolio actions

- Portfolio and Performance reporting to clients on a periodic basis

- Preparing Portfolio review report and market commentary

- Writing investment research notes and financial analysis on investee companies/funds/instruments

- Liaison with the financial institutions and other external advisers

You will be working in a flat reporting structure and therefore expected to have a tremendous amount of self-drive and willingness to take ownership of your work. On a regular basis you will be interacting with the finance team of the clients and families we work with.

We receive many applications so do make sure you stand out.