Equity Research Role - CA/CFA

Description of the Role and Profile Requirement

Company: Wealth Management firm

Role : Fundamental equity research

Location : Mumbai

Job Requirements:

- 5+ years Grad/ Post Grad. in Finance, Economics, or CA/ CFA designation

- Strong analytical and quantitative skills with proficiency in financial modeling and valuation techniques.

- Excellent understanding of financial markets, investment principles, and economic indicators.

- Exceptional written and verbal communication skills with the ability to present complex information clearly.

- Proficiency in financial analysis software and tools, such as Bloomberg, Reuters, and Excel.

- Ability to work independently and collaboratively within a team environment.

- Proactive and self-motivated with a strong sense of responsibility and ownership.

- Ability to handle multiple tasks and meet tight deadlines in a fast-paced environment.

- Client-focused mindset with a commitment to delivering exceptional service.

Job Responsibilities:

- Research and Analysis:

- Conduct detailed fundamental analysis of companies, industries, and market trends.

- Analyse financial statements, including balance sheets, income statements, and cash flow statements.

- Evaluate company performance, management quality, competitive positioning, and potential risks.

- Investment Recommendations & Strategy Formulation

- Develop investment theses and present well-supported recommendations for equity and alternative investments.

- Prepare and present detailed research reports, investment memos, and market updates to the investment team and clients.

- Monitor and update investment recommendations based on ongoing research and market developments.

- Collaborate with cross-functional team - including sales, trading, risk management, and compliance, to ensure alignment of research strategies and activities.

- Portfolio Management Support & Client Engagement:

- Provide regular performance reviews and risk assessments of existing investments.

- Recommend adjustments to portfolios in response to changing market conditions and client needs.

- Participate in client meetings to discuss investment strategies, market outlook, and specific investment opportunities.

- Prepare customized investment reports and presentations for UHNI and corporate clients.

- Address client inquiries and provide expert insights into their investment queries.

- Risk Assessment and Monitoring:

- Evaluate and assess risks associated with investments within the sector and propose risk mitigation strategies.

- Monitor portfolio risk exposure and provide insights to optimize risk-adjusted returns.

- Leverage market intelligence to adjust investment strategies and maintain a competitive edge.

- Stay informed about industry trends, news, regulatory changes, and global economic developments affecting the sector.