Conduct sector-agnostic equity research for buy-side investment strategies, including financial modeling, company valuation, investment recommendations, portfolio monitoring, risk analysis, and research presentations. The role partners with portfolio managers, tracks industry and macroeconomic developments, participates in management and earnings calls, and supports investment decision-making for a PMS platform.
Summary Generated by Built In
Job Title: Senior Research Analyst
About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform.
We are SEBI registered RIA. We are passionate about transforming the
way Indians get personal finance advice. Our team is dedicated to
providing comprehensive financial solutions that cater to the unique
needs of our clients.
Job Summary: We are looking for an Equity Research Analyst to support buy-side
investment strategies across for our PMS Platform. The role involves
conducting sector-agnostic equity research, building financial models,
performing company valuations, and identifying investment
opportunities. The candidate will work closely with Portfolio Managers,
prepare investment notes and recommendations, monitor portfolio
performance, and track industry and macroeconomic developments to
support informed investment decisions.
Location: Mumbai
Employment Type: Full time
Key Responsibilities:
● Partner closely with Portfolio Managers/Investment Analysts to
support investment strategies and portfolio decision-making
● Conduct comprehensive, sector-agnostic equity research on
publicly listed companies and evaluate investment opportunities
across sectors.
● Perform deep-dive analysis of public and private companies to
identify potential investment opportunities.
● Build, maintain, and update financial models (DCF, relative
valuation, scenario and sensitivity analysis) for existing and
prospective investments.
● Carry out detailed company valuations and provide well
researched buy-side investment recommendations.
● Analyze financial statements, annual reports, investor
presentations, and management commentary to assess company
performance and outlook.
● Track industry trends, regulatory developments, macroeconomic
factors, IPOs, corporate actions, and quarterly results to monitor
and validate investment theses.
● Prepare detailed research notes, investment ideas, event updates,
and presentations for internal discussions and stakeholders.
● Providing periodic performance evaluation and risk analysis.
● Monitor portfolio holdings and provide periodic performance and
risk analysis.
● Participate in management calls, earnings reviews, and industry
interactions to strengthen research insights and support investment
decisions.
Qualification & Skills:
● 10 years of experience in equity research, with substantial
experience in a decision-making role within an AMC, PMS, or
AIF.
● Strong expertise in the Indian equity markets, with a proven
ability to identify structural trends, navigate market cycles, and
generate consistent alpha.
● Demonstrated experience in building and leading investment
teams, including recruiting, mentoring, and managing fund
managers and analysts.
● Postgraduate from a reputed institution; CFA Charter holders or
CAs will be highly preferred.
● NISM 21B mandatory
Working Days: Monday to Saturday (Alternate Saturdays are off)
Working Time: 8.30 am to 5.30 pm
9.30 am to 6.30 pm
(Employees working on Sundays are eligible for comp off)
