Job Title: Equity Analyst - PMS Location: Mumbai, India Budget: 25 LPA to 30 LPA Job type: Full-time Department: Portfolio Management Services Reporting To: Head - PMS About the Role: We are seeking a highly dedicated and analytical Equity Analyst to join our Portfolio Management Services (PMS) team. The ideal candidate will have a deep understanding of the Indian equity markets and a strong ability to evaluate companies across various sectors and market caps. The Analyst will play a crucial role in generating investment ideas and supporting the portfolio management team in making informed equity investment decisions for our clients. 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 modeling, 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. HR Jyoti 6265143779

Mumbai

Equity Analyst - PMS 

Job Description for Equity Analyst - PMS  in Ten Heads in  Mumbai for (3-9) years of experience. Apply Now!