Buyside Research Analyst

1. PRINCIPAL ACCOUNTABILITIES

(Accountabilities associated with the job)

• Conduct deep fundamental research on companies, sectors & macro trends

• This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.

• Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile

• Regularly engage with a set of highly professional large investors on a daily basis

• Interpret market events and take necessary investment action

• Collaborate with fund managers and other analysts to refine investment strategies

• Monitor portfolio company performance and provide regular updates.

• Attend earnings calls, investor presentations, and industry conferences to gather insights.

• Track regulatory developments and assess their impact on portfolio holdings.

• Maintain strong relationships with investors, providing regular updates, and addressing their queries and concerns.

1. MAJOR CHALLENGES

(Challenges faced on an on-going basis in carrying out the job)

• AIF regulations are stringent and evolving. Navigating these while maintaining agility is a challenge.

• Continuous monitoring of global macro & domestic events and quick strategy adjustments.

1. DECISIONS

(Key decisions taken by job holder at his/her end)

For the following decisions, inputs are sought by the role from Supervisor:

• Portfolio Construction

• Evaluating and selecting listed equities

• Responding to macroeconomic shifts, policy changes, or global events

1. SKILLS AND KNOWLEDGE

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)

Educational Qualifications

1. Qualifications

• CFA, CA or MBA from reputed business school

1. Work Experience

• ~15 years’ experience in equity research and/or fund management
• Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs
• Strong track record in stock picking & portfolio construction
• Able to effectively communicate

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