Buy-side Equity Analyst - Small-cap portfolio (Flexi-cap PMS)

Firm profile:

Location

Reporting To

Job Summary:

The firm is looking for a highly motivated Buy-side Equity Analyst to support their Small-Cap Portfolio Management Services (PMS) strategy. The ideal candidate will be responsible for conducting in-depth research on small-cap companies, attending AGMs, analyst meets, and company conference calls, and identifying high-growth investment opportunities. The analyst will work closely with the Fund Manager to generate high-conviction investment ideas based on fundamental and sectoral research.

Key Responsibilities:

Investment Research & Stock Analysis

●      Conduct fundamental, sectoral, and thematic research on small-cap companies to identify long-term investment opportunities.

●      Develop detailed financial models, earnings projections, and valuations using DCF, relative valuation, and other methodologies.

●      Track and analyze quarterly results, management guidance, and key financial metrics to assess investment performance.

●      Stay updated on macro trends, government policies, and global factors affecting small-cap businesses.

Company Interactions & Due Diligence

●      Attend AGMs, investor meets, and company conference calls to interact with management teams, CFOs, and promoters.

●      Conduct primary research through channel checks, supplier and competitor interactions, and industry expert meetings.

●      Develop insightful investment notes capturing key takeaways from these meetings.

Market Monitoring & Idea Generation

●      Track and analyze market movements, sectoral trends, and corporate actions impacting the small-cap space.

●      Maintain a strong pipeline of stock ideas and present investment theses to the Fund Manager.

●      Identify emerging business models, disruptive trends, and potential turnaround stories.

Portfolio Monitoring & Risk Assessment

●      Continuously monitor existing portfolio holdings, identifying risks such as corporate governance concerns, promoter pledging, or earnings deterioration.

●      Assess liquidity risks and trading dynamics specific to small-cap stocks.

●      Contribute to risk management strategies, including position sizing and exit plans.

Stakeholder & Reporting Responsibilities

●      Prepare investment notes, sector reports, and earnings updates for internal and external stakeholders.

●      Present research findings to the investment committee and participate in portfolio discussions.

●      Support client reporting by providing analysis and rationale for portfolio changes.

Key Requirements:

Qualifications & Experience

●     Chartered Financial Analyst (CFA), CA, MBA (Finance) from a top-tier institution.

●     3+ years of experience in PMS, with a strong focus on small-cap stocks (Preferred PMS mentioned below).

●     Expertise in value investing is essential.

●     Prior experience of tracking multiple sectors is preferable.

●     Must possess and demonstrate strong critical thinking, analytical, research, communication, and writing abilities.

●   Should possess a high degree of independence, diligence, and trustworthiness, complemented by strong leadership abilities.

●     Demonstrates high levels of integrity and has an impeccable track record in adhering to regulatory requirements.

Compensation

Fixed (15 LPA - 25 LPA) + Performance-Linked Bonus

Preferred PMS

- Aequitas

- Alchemy Capital Management

- ALFAccurate

- Ambit

- Anand Rathi

- Asit C Mehta

- ASK Investment Management

- l p

- BugleRock

- Buoyant

- Carnellian

- Counter Cyclical Investments

- Equirus

- Girik

- Globe Capital

- Green Lantern

- Green Portfolio

- InCred

- ithought

- ITUS Capital

- Karma Capital

- Molecule

- Negen

- Nine Rivers

- NJ Asset Management

- Oaklane

- Sage One

- Sameeksha Capital

- Samvitti Capital

- SOIC

- Solidarity

- Stallion

- Unifi

- Unique Asset

- Vallum Capital

- Valuequest

- WhiteOak