Fundamental Equity Analyst

Job Opening: Fundamental Equity Analyst

Location: Mumbai

Experience: 5 - 8 Years

Qualification: CA / MBA (NISM certification preferred)

Department: Research

Reporting To: Head of Research

About the Role:

We are looking for a highly motivated and detail-oriented Fundamental Equity Analyst to join our Research team. In this role, you will be responsible for conducting deep-dive industry and company research, creating valuation models, and producing high-quality equity research reports. Your insights will play a key role in shaping investment decisions and strategies.

Key Responsibilities:

- Conduct in-depth fundamental research on companies and sectors to identify investment opportunities and risks.

- Develop detailed valuation models using DCF, relative valuation, and other standard techniques.

- Prepare comprehensive coverage reports and regular company updates, including quarterly previews and reviews.

- Attend management meetings, company calls, and industry conferences to gather insights and maintain up-to-date sector knowledge.

- Maintain a well-organized research database for internal and external reference.

Lead sector-specific research coverage with a focus on key trends, risks, and developments.

Who We're Looking For:

Experience: 5-8 years as a fundamental equity analyst with proven expertise in any of the following sectors:

- Banking

- Capital Goods

- Infrastructure

- Chemicals

- Pharmaceuticals

- QSR

- New Age Technology

- Initiating Coverage: Must have independently led at least 3 initiating coverage reports.

- Strong financial modeling and valuation skills.

- Excellent analytical, communication, and report-writing abilities.

- Proven ability to build and maintain strong client relationships.

- Experience in working with boutique or mid-sized broking firms is a plus.

Preferred Qualifications:

- CA or MBA in Finance

- NISM certification is an added advantage