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

Job Description

Firm profile: The firm is India's first new-age multi-family office and asset management firm built exclusively for the top 0.01% founders, operators and value creators. The firm's venture is backed by one of the largest Asian Venture Capital Funds in the world, top 0.01% percentile investors from India, including the founders of top unicorns and listed companies. Location : Powai, Mumbai Reporting To : Fund Manager 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 (Candidates from the below listed PMSs will be given a preference)  - 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