Planify Capital - Fund Based Financial Analyst

Description:

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds.

Youll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.

Key Responsibilities:

Equity Research & Investment Analysis:

- Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation.

- Develop initiation and earnings update reports, sector briefs, and investment recommendations.

PMS, AIF, and Mutual Fund Oversight:

- Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.

- Engage with fund managers for insights and maintain regular updates.

Financial Modeling & Due Diligence:

- Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.

- Execute financial due diligence for new funds or investment proposals.

Reporting & Communication:

- Prepare investor-ready presentations, research dashboards, and detailed write-ups.

- Deliver market commentary and fund performance summaries.

Stakeholder Interaction & Market Monitoring:

- Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.

Requirements & Qualification:

- Educational Background.

- CFA, CA, MBA in Finance, or NISM certification for research professionals.

- Professional Experience.

- 5-12 years of equity research/fund analysis experience.

- Preference for those with exposure to PMS, AIFs, or mutual funds.

Technical & Analytical Skills:

- Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website.

- Strong Excel and PowerPoint capabilities.