Equity Analyst - PMS

Job Description

Job Title: Equity Analyst - PMS Location: Mumbai, India Budget: 25 LPA to 30 LPA Job type: Full-time Department: Portfolio Management Services Reporting To: Head - PMS About the Role: We are seeking a highly dedicated and analytical Equity Analyst to join our Portfolio Management Services (PMS) team. The ideal candidate will have a deep understanding of the Indian equity markets and a strong ability to evaluate companies across various sectors and market caps. The Analyst will play a crucial role in generating investment ideas and supporting the portfolio management team in making informed equity investment decisions for our clients. Key Responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guidelines. Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions. Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies. Prepare weekly/monthly/quarterly reports and presentations on portfolio performance and market outlook for internal stakeholders and clients. Candidate Requirements Education: CA / CFA / MBA (Finance) / Postgraduate in Finance Experience: 3-7 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house Proven track record of providing valuable investment insights and generating equity recommendations Experience in handling mid-cap and small-cap stocks is desirable Skills & Attributes Strong knowledge of financial statement analysis, financial modeling, and equity valuation techniques (DCF, P/E, P/B, etc.). Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets. Excellent communication and presentation skills to effectively convey research findings and recommendations. Detail-oriented and self-motivated with a passion for equity markets. Knowledge of the regulatory environment (SEBI, stock exchanges, etc.). Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills. HR Jyoti 6265143779 (ref:iimjobs.com) Show more Show less