Equity Research Analyst

This is regarding opening for Equity Research Analyst role with leading Asset management and Alternative Investment Industry !!

Location: Chennai

Experience: 2 + Years

About the Role:

To join our Alternative Investment Fund (AIF) and Portfolio Management Services (PMS) team, we are seeking a motivated and inquisitive Research Analyst. Strong analytical abilities, a thorough understanding of financial markets, and the capacity to recognize high-conviction investment ideas across industries are necessary for this sector-neutral position.

Key Responsibilities:

- Perform comprehensive financial analysis and fundamental research on listed firms in many industries.

- Create and manage industry trackers, valuation models (DCF, relative valuation, etc.), and comprehensive financial models.

- Determine and assess potential investments for the AIF/PMS portfolios.

Create thorough research reports and investment memos for internal discussions - and client correspondence.

- Monitor sectoral advancements, company-specific news, and macroeconomic changes that affect portfolio holdings.

- Help with risk analysis, performance attribution, and portfolio monitoring

- As part of the research process, communicate with stakeholders, industry experts, and corporate management.

- Assist the investing team in creating ideas and building a portfolio.

Key Requirements:

- 2-5 years of expertise in investment analysis, portfolio management (buy-side or sell-side), or equities research

- Excellent educational background: CFA, MBA (Finance), or CA (recommended)

Demonstrated aptitude at creating financial models, analyzing financial statements, and producing excellent research reports

- Proficient in Excel and PowerPoint; familiarity with Bloomberg, Reuters, or comparable software is advantageous.

- Strong written and verbal communication abilities

- A strong interest in capital markets and a passion for investing

- Self-motivated, meticulous, and able to function autonomously in a hectic setting

Preferred Qualities:

- Previous experience with asset management settings, PMS, or AIF

- The ability to shift across industries and see opportunities based on merit, as well as a sector-agnostic attitude

- The capacity to cooperate with a small yet dedicated investment team.