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10/06 Sweni
Founder & CEO at Synapse Search Partners

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Fundamental Research Analyst - Generalist (2-8 yrs)

Mumbai Job Code: 935889


Fundamental Research Analyst is responsible for the creation and maintenance of financial models/reports of portfolio companies, identifying new ideas, tracking major events in the equity market.

Broader Role / Responsibilities

- Preparation of detailed financial statement and in-depth analysis & valuation of companies under coverage, peer comparison

- Preparing detailed equity research reports. 

- Tracking major events in India and globally which could impact the portfolio companies and sectors 

- Monitoring performance of the portfolio companies to ensure the investment thesis is playing out 

- Tracking block deals, brokerage reports, daily news, blogs, etc and analysis of the same of our coverage universe

- New Stocks idea generation through the study of quantitative and qualitative information Required Competencies

- Lucid report writing and good presentation skills 

- Skilled in analyzing and interpreting financial data & statements 

- Should be well conversant with economics and finance and market terms 

- Should have excellent MS Office skills (Excel, Outlook, Word & PowerPoint) 

- Ability to work on different databases like ACE, Prowess, Bloomberg, etc. 

- Ability to work in a dynamic environment with good communication skills.


- Overall 4 - 5 years of experience in equity research across multiple sectors will be preferred. 

- Degree in Finance / MBA or equivalent from a reputed college/ CA (Certifications in courses like CFA, CCRA, FRIM, etc. will be an added advantage).

Mandatory Requirements (Can appear post joining if not done so far) 

- NISM Research Analyst Certification. 

- NISM Investment Advisory Certification Level 1 & 2.

Women-friendly workplace:

Maternity and Paternity Benefits

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