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16/01 Rohan Doshi
Research Analyst at Finvest Advisor

Views:899 Applications:239 Rec. Actions:Recruiter Actions:91

K N Shah & Associates - Senior Analyst - Equity Research - CA/CFA (5-8 yrs)

Mumbai Job Code: 882607


We are buy- side fund, investing in equity capital market. Our research is fundamentally driven, and we track all sectors with a bottom- up process. We expect a candidate with an analytical bent of mind who is ethical, good with numbers, hard- working and is driven to succeed in the field of Equity Research.


- Keep track of critical news on a daily basis, and have the ability to know their material impact on fund portfolio.

- Be ready to work on multiple companies and sectors simultaneously.

- Conducts quantitative and qualitative research of trends in specific industry groups, companies

- Analyzes data and creates, updates, and maintains financial models to assist in formulating opinions or findings on securities

- Prepare written research and strategy reports that summarize analysis findings including estimates of expected current year business results

- Continues to develop sources of research information on topics covered

- Manages development of materials regarding industry, company, or security trend analysis findings for internal or external presentation

- Maintain research records

- Required recommendations on purchase, sale, or holding of individual companies

- Initiate alpha ideas

- Initiate coverage of new companies; Quarterly updates of existing companies during earnings season.

- Attend AGMs/ Conferences and meet company management;

- Candidate must have communication skills to procure right information from management, and form an unbiased, fundamentally sound opinion.


- CA, CFA MBA or a relevant post graduation

Required Experience and Skills:

- 5 years plus experience in equity markets, covering a variety of sectors

- Strong analytical and accounting skills; ability to analyze industries / sub sectors and stocks and use appropriate stock valuation tools Proficiency in MS- Excel and financial modelling, strong financial and valuation concepts (DCF, relative, SoTP).

- Proficient at using MS Excel and MS word

Women-friendly workplace:

Maternity and Paternity Benefits

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