SBI Mutual Fund - Equity Analyst - AIF - CA/IIM/ISB/MDI/FMS

Role and Responsibilities

1. Research & Analysis

- Study financial statements, industry reports, and macroeconomic data

- Evaluate company performance, competitive positioning, and growth prospects

- Monitor market trends and sector developments

2. Financial Modelling

- Build and maintain detailed financial models to forecast earnings and valuations

- Use quantitative and qualitative techniques to assess securities

3. Investment Recommendations

- Provide buy/sell/hold recommendations on equities

- Prepare reports and presentations for clients, fund managers, or internal teams

4. Portfolio Support

- Assist in constructing and managing equity portfolios

- Track performance of recommended stocks and adjust strategies accordingly

5. Communication

- Present findings to stakeholders in clear, concise reports

- Collaborate with traders, portfolio managers, and other analysts

- Comply with and promote adherence to the organization's Information Security Policy and related procedures, ensuring all activities align with regulatory requirements

Skills & Competencies

- Quick thinking and problem-solving skills

- Able to work independently and as a team player

- Ability to Interact with issuers and rating agencies diligently

- Excellent communication skills and active listening skills

- Subject matter expertise in mid and small cap companies within multiple sectors

- Analytical skills and process compliance

Qualification & Experience

- CA/ MBA from a Tier I institutes with 2 to 7 years of experience with minimum 2 plus years of relevant work experience as an equity analyst

- CFA is an added advantage

- Preferred from PMS/AIF/Mutual fund background