Equity-Focused Financial Analyst Planify Capital Limited

3.0 - 8.0 years

0 Lacs

gurugram, haryana, india

On-site

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. Youll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions. ______________________________________ Key Responsibilities Equity Research & Investment Analysis Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation Develop initiation and earnings update reports, sector briefs, and investment recommendations. PMS, AIF, and Mutual Fund Oversight Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy. Engage with fund managers for insights and maintain regular updates. Financial Modeling & Due Diligence Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses. Execute financial due diligence for new funds or investment proposals. Reporting & Communication Prepare investor-ready presentations, research dashboards, and detailed write-ups. Deliver market commentary and fund performance summaries. Stakeholder Interaction & Market Monitoring Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights. ______________________________________ Requirements & Qualification Educational Background CFA, CA, MBA in Finance, or NISM certification for research professionals Professional Experience 38 years of equity research/fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds. Technical & Analytical Skills Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website Strong Excel and PowerPoint capabilities. Soft Skills Excellent analytical thinking, attention to detail, communication, and presentation skills. Comfortable working in high-pressure settings and collaborating across Desirable Bonus Qualities Prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets. Willingness to attend site visits, management meetings, or industry conferences. Awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products Show more Show less

Posted 1 week ago

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