Research Analyst - BFSI Domain - Investment Firm

Key Responsibilities:

- Conduct in-depth fundamental research on companies within the BFSI universe - banks, NBFCs, insurance, fintech, AMCs, brokers, and other financial intermediaries.

- Build and maintain detailed financial models including forecasts, valuations and sensitivity analyses.

- Track and analyse key sector and macroeconomic developments impacting the BFSI space.

- Prepare investment notes, presentations, and periodic sector updates for the investment committee.

- Interact with company managements, industry participants, and sell-side analysts to gather insights.

- Generate stock ideas aligned with the PMS/AIF investment philosophy and risk framework.

- Assist Fund Managers in portfolio monitoring, risk assessment and rebalancing decisions.

- Participate in client communications, periodic reviews and performance discussions where required.

Desired Candidate Profile:

- Education: Post-graduate degree is mandatory - MBA (Finance) / CA / CFA or equivalent.

- Experience: 8-10 years of total experience in equity research/investing, with a minimum of 5 years dedicated specifically to the BFSI sector.

- Prior experience in PMS, AIF, mutual funds, or sell-side institutional research preferred.

- Strong understanding of financial statements, banking & NBFC metrics, regulatory frameworks (RBI, IRDAI, SEBI), and valuation methodologies.

- Excellent analytical, quantitative, and communication skills.

- High attention to detail, strong sectoral understanding, and ability to work independently in a performance-driven environment.

- Passion for equity markets and long-term investing.