Equity Financial Analyst

Position Overview We are looking for a highly analytical and detail-oriented Equity Analyst to join our Equity Research team. The ideal candidate will have a strong background in financial analysis and equity research, with a passion for understanding market dynamics and company fundamentals. Key Responsibilities Conduct in-depth analysis of SME and Microcap companies, focusing on financial performance, sector dynamics, and competitive landscape. Identify opportunities that can deliver an Alpha over benchmarks. Build and maintain robust financial models to project company earnings, cash flows, and key valuation metrics. Develop comprehensive equity research reports and make clear investment recommendations. Monitor macroeconomic indicators, industry trends, earnings releases, and news events that impact equity valuations. Collaborate with portfolio managers to develop and refine investment strategies and asset allocations. Present research findings and investment ideas clearly and persuasively to internal teams and clients. Attend earnings calls, investor presentations, and analyst briefings to gain insights into company performance and strategy. Qualifications 5+ years of experience in equity research, financial analysis, or investment-related roles in a reputed mutual fund, AIF, or PMS company. Completion of CFA Level 3 preferred. Strong understanding of financial statements, valuation methods, and investment strategies. Excellent analytical, quantitative, and problem-solving skills. Proficiency in Microsoft Excel, PowerPoint, and financial research platforms such as Bloomberg, FactSet, or Capital IQ. Practical verbal and written communication skills, with the ability to simplify complex ideas for various stakeholders. Preferred Experience Prior experience analyzing sectors such as chemicals, energy, or industrials. A bachelor 39;s degree in Chemical Engineering (B.Tech) from a reputed institution is a plus. NISM Series XIX-C – Alternative Investment Funds (Category III) Managers Certification is a Plus NISM Series XXI-B – Portfolio Management Services (PMS) Manager Certification Exposure to both public equity markets and private investments is a plus. Ability to work independently and manage multiple tasks under tight deadlines. Why Join Us Planify is a team of over 80 professionals working in various departments, including About Us Investment Banking, Equity Research, Technology, Marketing, and other functions. Vision for Alpha AI F To be the leading force in alternative investments, consistently delivering superior risk- adjusted returns and generating sustainable alpha across market cycles for our investors. Mission for Alpha AIF Our mission is to create lasting wealth for our investors by uncovering high-conviction opportunities through disciplined, research-driven strategies. Vision and Mission Statements for Planify Vision Our vision is to empower investors by providing them with early access to high-potential pre-IPO and SME opportunities that drive growth and deliver exceptional compound annual growth rate (CAGR) returns. Mission Our mission is to offer rigorously vetted companies that have passed due diligence & align with a defined investment framework, ensuring access to high-quality opportunities with superior returns. Skills: financial modeling,equity research analysis,research,financial statements,quantitative skills,powerpoint,microsoft excel,cfa,valuation methods,bloomberg,financial analysis,analysis of financial statements,mutual funds,investment strategies,analytical skills,aif,due diligence,investment,capital iq,factset,communication skills,dcf valuation,problem-solving skills,microsoft powerpoint,equity research Show more Show less