Job Title: Equity Analyst - PMS Location: Mumbai, India Job type: Full-time Department: Portfolio Management Services Reporting To: Head - PMS Key Responsibilities: - Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. - Build and maintain detailed financial models to project future earnings and assess valuation metrics. - Generate stock recommendations and prepare comprehensive research reports and presentations. - Assist in constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. - Ensure the portfolios are compliant with all internal mandates and regulatory guidelines. - Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions. - Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies. - Prepare weekly/monthly/quarterly reports and presentations on portfolio performance and market outlook for internal stakeholders and clients Candidate Requirements: Education: CA / CFA / MBA (Finance) / Postgraduate in Finance Experience: 3-7 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house Proven track record of providing valuable investment insights and generating equity recommendations Experience in handling mid-cap and small-cap stocks is desirable Skills & Attributes: Strong knowledge of financial statement analysis, financial modelling, and equity valuation techniques (DCF, P/E, P/B, etc.). Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets. Excellent communication and presentation skills to effectively convey research findings and recommendations. Detail-oriented and self-motivated with a passion for equity markets. Knowledge of the regulatory environment (SEBI, stock exchanges, etc.). Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills.

Mumbai

Equity Analyst 

Job Description for Equity Analyst  in tenheads consultants in  Mumbai for (3-8) years of experience. Apply Now!