74 Equity Analysis Jobs - Page 2

We are seeking a highly skilled and motivated Fundamental Research Analyst to join our team. The selected candidate will be responsible for conducting fundamental equity research and developing rule-based equity investment strategies aimed at outperforming industry benchmarks. This role involves close collaboration with other analysts to achieve Alpha generation through high-quality research and strategic implementation. Key Responsibilities Analyze and develop advanced rule-based strategies for equity investments from scratch. Conduct rigorous back-testing of investment strategies to ensure effectiveness. Implement and actively monitor strategies to deliver consistent, risk-adjusted returns. Apply strong fundamental analysis techniques to understand and evaluate equity markets. Interpret complex financial data with speed and accuracy using Excel. Collaborate with a team of fundamental analysts to contribute to multiple investment strategies. Prepare in-depth fundamental reports on sectors, industries, and specific stocks, including financial modeling. Communicate effectively with HNI, corporate, and institutional clients. Desired Educational Qualifications MBA in Finance from a reputed institution and/or pursuing CFA. Completion of NISM Research Analyst Certification Module. NISM Investment Advisory Module (preferred).

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. Keep clients in active category as per the defined norms. Activate dormant clients. Resolve client querries. Maintain records of business on internal software. Liaison with branches for revenue generation and query resolution Follow guidelines of Risk management and Settlement Ensure compliance as per various regulator and organization guidelines. Acquire quality PCG clients with minimum investment potention Rs.25 Lac through networking, database, market intelligence and references from existing clients. Exp.- Minimum 5 year working with Stock Broking Firms Knowledge of - Equity/ Stocks/ Shares Trading/ Dealing; Equity Advisory & Investments Products ; Mutual Funds, PMS, AIF ; Risk, Regulation

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. Experience : 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field.

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. 2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. 4) Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. 5) Developing and implementing strategic plans and initiatives to grow the business with key accounts. 6) Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 7) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

Leading and managing a team of Key Account Managers (KAMs) / Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges

The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing / acquired NRI clients of Dubai & other offshore location Desk. Responsibility will also include Hiring and training of the team on Product and Selling Skills. Need to improve and maintain the client activity ratio by activating clients across the segments. Ability to co-ordinate with different teams. Need to have a channel management skill. Should be Team Leader, who is able to hire and train new Relationship Managers Strong analytical skills to interpret business information Work experience: Handling Team of NRI Relationship Managers Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds, 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF.

About Sutherland Research, Markets Insights, and Innovation (MII) Sutherlands Research (Equity/Credit/IB/Business), Markets Insights, and Innovation (MII) divisions drive a high-impact transformation agenda to address our client’s most complex issues from strategy development, incubation of new products or services, blitz-scaling operations, and digital transformation. Sutherland Research & MII practice has made significant investments in creating solutions that change how actionable insights are delivered for strategic decision-making across organizations. Description Sutherland is seeking passionate and motivated professionals who possess a strong desire to excel in equity research. Successful candidates will join dedicated client teams (leading global buy/sell-side firms) providing financial modeling support, earnings support, valuable ideas, penetrating insights, sector-focused analysis, and initiating coverage reports with top-of-the-line investment recommendations. The coverage universe is across geographies (primarily US & Europe but could be global) and various cap sizes (large, mid & small cap). Roles & Responsibilities As an Equity Research Analyst, roles and responsibilities will encompass, but not be limited to, the following: Developing and maintaining comprehensive financial models, incorporating Profit and Loss (P&L) statements, balance sheets, and cash flow projections, utilizing various valuation methods such as Discounted Cash Flow (DCF), Relative Valuation, Net Present Value (NPV), Net Asset Value (NAV), etc., across multiple industry sectors. Creating and preparing essential reports like initiating coverage reports, information memorandums, earnings reports, and thesis reports. Managing and updating clients' portfolios, ensuring timely adjustments and continuous monitoring to optimize investment performance. Collaborating closely with client analysts to establish project concepts and deliverables effectively. Conducting in-depth analyses of financial data to produce accurate forecasts related to businesses, industries, and economic conditions, aiding in making informed investment decisions. Presenting both written and oral reports on general economic trends, individual company performance, and overall industry insights. Offering well-founded opinions and defending analytical conclusions during interactions with company management teams, global fund managers, and the in-house Sales team. Qualifications & Required Skillsets To succeed in this position, you must: MBA-Finance from tier-I/ II institutes/ CA, CFA (US) preferred 2-6 years of experience in Equity Research Experience in investment analysis (either buy or sell-side) Strong financial modeling and analytical skills Strong communication, presentation, and language skills Strong report-writing skills Quality focused with attention to detail and client service Technologically competent (Word, Excel, Internet, Bloomberg, Reuters) Be able to adjust quickly and smoothly to changing priorities and conditions Be proactive in developing trust and professional rapport with employees and team members; work as a team-player

Responsibilities: * Conduct fundamental research on companies * Present findings through clear financial models and reports * Market Monitoring & Idea Generation * Investment Research & Stock Analysis * Company Interactions * Portfolio Monitoring

1. Candidate should have depth knowledge of Equity Market 2. Knowledge of Equity Research and Balance Sheet Analysis 3. Have managed the Investment portfolio, specifically Equity 4. Should have good communication skill Job Location: BKC

We are seeking a highly analytical and detail-oriented Investment Analyst to support strategic investment initiatives. In this fully remote, flexible freelance role, you will conduct market research, develop financial models, and provide actionable insights to help identify profitable investment opportunities and manage risk. Key Responsibilities Conduct in-depth market research and financial analysis Assist in managing investment portfolios and identifying high-performing assets Develop financial models and perform valuation analysis Monitor and report on market trends, economic indicators, and investment risks Provide data-driven recommendations to senior management Key Skills & Experience Strong analytical skills and hands-on experience with financial modeling Expertise in market research, equity analysis, and asset management Excellent communication skills for reporting and presenting findings Degree in Finance, Economics, or a related field Why Join Us Competitive hourly pay (up to ?1,200/hour; varies by project) Flexible working hours tailored to your availability Fully remote opportunitywork from anywhere while influencing investment strategy

We're looking for an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies. You'll help identify profitable investment opportunities and monitor financial markets. Key Responsibilities: Conduct in-depth market research and financial analysis. Assist in managing investment portfolios and identifying high-performing assets. Develop financial models and conduct valuation analysis. Monitor and report on market trends, economic factors, and investment risks. Provide recommendations to senior managers for investment decisions. Key Skills & Experience: Strong analytical skills and experience with financial modeling. Expertise in market research, equity analysis, and asset management. Excellent communication skills for reporting and presenting findings. Degree in Finance, Economics, or a related field.

We are seeking an Investment Analyst to support the full lifecycle of portfolio investments at Blenheim Chalcot and BCI Capital. The role involves monitoring loan facilities, preparing high-quality Investment Committee papers, and managing daily loan operations. Ideal for a proactive individual with an interest in private credit and a hands-on approach in an entrepreneurial environment.

We are seeking an experienced Equity Dealer to join our team in India. The ideal candidate will have a strong background in equity trading, with the ability to analyze market trends and execute trades on behalf of clients. Responsibilities Execute buy and sell orders for equities on behalf of clients. Analyze market trends and provide recommendations to clients. Maintain and update client portfolios based on market conditions. Ensure compliance with regulatory requirements and internal policies. Provide excellent customer service and respond to client inquiries promptly. Collaborate with research analysts to develop market strategies. Skills and Qualifications Bachelor's degree in Finance, Economics, or a related field. 1-5 years of experience in equity trading or a related role. Strong understanding of financial markets and trading strategies. Proficiency in trading platforms and financial software. Excellent analytical and quantitative skills. Strong communication and interpersonal skills. Ability to work under pressure and make quick decisions.

Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research Roles and Responsibilities Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications - earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and help onshore analyst in coming up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

1. Resp. for initiating, executing and delivering quality equity investment research to the discerning client 2.Financial modelling skills with ability to understand & formulate business drivers(revenues, cost. 3.Strong knowledge of valuation &stock

Fundamental research analyst PCG research desk. Roles & Responsibilities Preparing equity research reports on regular basis like IC, result updates, company updates etc. Preparation of financial modeling for cos under coverage. Make presentation to clients on stocks idea suggested. Provide need based analysis on unassigned stocks Building and updating industry databases. To support existing research functions. Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight to clients. Conducting primary research from industry source. The candidate should be an MBA /CFA/CA. Key Skill: Sound knowledge of financial statement analysis. Good written and oral communication skills with attention to details.

Equity Research Analyst (female) - Sector 54,Gurgaon Job description Conduct thorough research and analysis of companies, industries, and market trends. Evaluate financial statements, annual reports, and other relevant data to assess the performance and potential of various investments. Monitor and analyze market news, developments, and economic indicators to identify potential investment opportunities and risks 6 Days working

Perform fundamental analysis, writing research reports, and determining fair values of a select group of stocks within a specific industry. Identifying the key drivers for companies by analyzing revenue models, cost structures, and financial statements.

Join Us as an Investment Analyst and Shape Investment Strategies!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies. You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities:. Conduct in-depth market research and financial analysis. Assist in managing investment portfolios and identifying high-performing assets. Develop financial models and conduct valuation analysis. Monitor and report on market trends, economic factors, and investment risks. Provide recommendations to senior managers for investment decisions. Key Skills & Experience:. Strong analytical skills and experience with financial modeling. Expertise in market research, equity analysis, and asset management. Excellent communication skills for reporting and presenting findings. Degree in Finance, Economics, or related field. Why Join Us. Competitive pay (Up to ‚1200/hour). Flexible hours. Remote opportunity. NOTEPay will vary by project and typically is up to Rs. .

Join Us as an Investment Analyst and Shape Investment Strategies!. Soul AI is a pioneering company founded by IIT Bombay and IIM Ahmedabad alumni, with a strong founding team from IITs, NITs, and BITS. We specialize in delivering high-quality human-curated data, AI-first scaled operations services, and more. Based in Hyderabad, we are a young, fast-moving team on a mission to build AI for Good, driving innovation and positive societal impact. We are seeking an Investment Analyst to analyze market trends, conduct research, and assist in developing investment strategies. You will help identify profitable investment opportunities and monitor financial markets. Key Responsibilities:. Conduct in-depth market research and financial analysis. Assist in managing investment portfolios and identifying high-performing assets. Develop financial models and conduct valuation analysis. Monitor and report on market trends, economic factors, and investment risks. Provide recommendations to senior managers for investment decisions. Key Skills & Experience:. Strong analytical skills and experience with financial modeling. Expertise in market research, equity analysis, and asset management. Excellent communication skills for reporting and presenting findings. Degree in Finance, Economics, or related field. Why Join Us. Competitive pay (Up to ‚1200/hour). Flexible hours. Remote opportunity. NOTEPay will vary by project and typically is up to Rs. .