Fund Manager at Buy Side Institution
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Invexa Capital - Associate/Analyst - Buy Side Equity Research (1-3 yrs)
About the company:
- Leading buy side institution, setup by one of India's most renowned investors
- Running an exclusive advisory to a large offshore FPI and in process of setting up a domestic PMS / AIF
- In addition, we run a large proprietary investment book
- We are sector and size agnostic and mainly Indian listed equities focused
Roles and Responsibilities:
- Analyze key sectoral metrics / macro and thematic variables and provide relevant inputs to fund managers
- Understand business model of specific companies across sectors, augment research with detailed notes and financial models. Includes preparation of detailed investment research reports and presentations where necessary
- Help in monitoring existing investments and in maintaining detailed notes / models for the same
- Attending conferences, events, company concalls etc. and reading through annual reports and existing available research, to help with idea sourcing and tracking of investments
- To update models/spreadsheets in connection with valuation and research forecasts
- Deep-dive / detailed primary research for shortlisted investment candidates
- Establish channel checks & 360d feedback mechanism for key investments
Skills required:
- Strong understanding of finance, financial terms, valuations, balance sheet, etc.
- Excellent communication skills - ability to comprehend and present information dealing with a wide variety of themes and sectors, companies.
- Able to present an investment case using a logical approach backed by compelling evidence
- At some point the role will also involve CXO engagement, depending on whether the individual is able to demonstrate capability to handle such interactions
- Proficient in MS Excel and MS Office applications
- Good understanding of markets related basics
- Ability to multi-task and work under pressure
- Investing is a passion for us, not a routine 9 to 5 job. Please apply only if this is also true for you
Qualification required:
- CA / MBA / CFA with preferably 1-3 years of experience (Sell side experience is added advantage but not a pre-requisite)