Planify Capital - Equity Research Analyst

Position Overview:

- We are looking for a highly analytical and detail-oriented Equity Analyst to join our Equity Research team.

- The ideal candidate will have a strong background in financial analysis and equity research, with a passion for understanding market dynamics and company fundamentals.

Key Responsibilities:

- Conduct in-depth analysis of SME and Microcap companies, focusing on financial performance, sector dynamics, and competitive landscape.

- Identify opportunities that can deliver an Alpha over benchmarks.

- Build and maintain robust financial models to project company earnings, cash flows, and key valuation metrics.

- Develop comprehensive equity research reports and make clear investment recommendations.

- Monitor macroeconomic indicators, industry trends, earnings releases, and news events that impact equity valuations.

- Collaborate with portfolio managers to develop and refine investment strategies and asset allocations.

- Present research findings and investment ideas clearly and persuasively to internal teams and clients.

- Attend earnings calls, investor presentations, and analyst briefings to gain insights into company performance and strategy.

Qualifications:

- 5+ years of experience in equity research, financial analysis, or investment-related roles in a reputed mutual fund, AIF, or PMS company.

- Completion of CFA Level 3 preferred.

- Strong understanding of financial statements, valuation methods, and investment strategies.

- Excellent analytical, quantitative, and problem-solving skills.

- Proficiency in Microsoft Excel, PowerPoint, and financial research platforms such as Bloomberg, FactSet, or Capital IQ.

- Practical verbal and written communication skills, with the ability to simplify complex ideas for various stakeholders.

Preferred Experience:

- Prior experience analyzing sectors such as chemicals, energy, or industrials.

- A bachelor's degree in Chemical Engineering (B.Tech) from a reputed institution is a plus.

- NISM Series XIX-C - Alternative Investment Funds (Category III) Managers Certification is a Plus.

- NISM Series XXI-B - Portfolio Management Services (PMS) Manager Certification.

- Exposure to both public equity markets and private investments is a plus.

- Ability to work independently and manage multiple tasks under tight deadlines.

Why Join Us?

Planify is a team of over 80 professionals working in various departments, including Investment Banking, Equity Research, Technology, Marketing, and other functions.

About Us:

Vision for Alpha AIF:

To be the leading force in alternative investments, consistently delivering superior risk-adjusted returns and generating sustainable alpha across market cycles for our investors.