462 Equity Research Jobs - Page 14

As a Process Associate Record to Report (R2R), you will be responsible for Recording and posting financial transactions of individual business units and in preparing reports of the financial transaction. You should be flexible to work in shifts. Your primary responsibilities include: Coordinate all accounting activities associated with Record to Report Recognize potential threats and suggest suitable actions Adhere to SLAs and timelines? Required education Bachelor's Degree Preferred education Master's Degree Required technical and professional expertise Commerce graduate with a focus on General Accounting Ability to undertake activities of general ledger, Inter-Company transactions, reconciliation, and fixed asset Working knowledge of basic accounting and accounting principles Proficient in addressing quires and taking follow-up actions Preferred technical and professional experience Proficient in MS Office applications Self-directed and ambitious achiever Meeting targets effectively Skilled in thriving under deadlines and contributing to change management Showcasing strong interpersonal teamwork

Lead- Postpaid TM Acquisition: #BAL Required Work Experience : Delivery Lead Required Skills : Project Delivery Method, Integrated Project Delivery

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Surat,Ahmedabad,Bengaluru,Chennai,Mumbai,Hyderabad,Kolkata,Pune,Trivendrum, Delhi, Vadodra,Shimoga

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager Team Leaders, having. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Location - Vadodra, Delhi, Trivendrum, Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat, Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore.

Assist Analyst in generating Equity Research reports such as Initiating Coverage, sector thematic, Quarterly result updates of companies event updates etc. Assist in financial modeling for companies, developing and maintaining industry database and valuation sheets Interact with sales team as required for communicating research ideas and handling queries. Job specific skills Applicants should have Strong accounting, analytical and forecasting skills Proficient in Microsoft Office (Word, PowerPoint, Excel - Specially in Financial modeling / spreadsheet) Excellent oral & written communication skills Strong understanding of Financial Ratios/ Valuation Techniques/ Financial Modeling Conversant in usage of database such as Bloomberg, CMIE, Reuters, Factset, etc would be preferred. Ability to work independently and also as part of a team Graduate, with preference for MBA /CFA / CA or equivalent from recognized Universities in India/overseas. CTC OFFERED Compensation will not be limiting factor for the right candidate and will be discussed on a case by case basis. for the post of Research Associate in the subject. Applications with any other subject will not be accepted. Last Date for application by email

Key Responsibilities: Periodical updates to fund performance presentation materials, prepared for investor reporting purposes, on monthly and quarterly basis. Generating backend excel support document from internal portfolio management systems for the purpose of updating the materials. Validation of fund data against the internal portfolio management systems and highlighting differences and discrepancies. Aggregate and analyze relevant data, encompassing historical performance, risk metrics, allocation changes and other quantitative metrics about various portfolios. Analyze performance attribution data across funds, on the backdrop of financial markets environment and understanding its impact on returns. Ensure the best standards of formatting, with an objective to present material in a clear and digestible format. Address any legal or compliance-related comments that arise during the review process. Prepare visually appealing and professional presentations, with investors readability and accessibility in mind. Ensure timely and accurate communication with clients, prospects, and consultants. Identify and implement efficiencies in the marketing materials process by continuously assessing areas for improvement. Any other ad hoc tasks.

Company Description Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across 12 offices. Job Description Position Overview The Forum division at Third Bridge produces investment research by conducting in-depth interviews with senior executives and industry specialists to unearth critical insights and generate unfiltered content. Our 120-strong industry aligned team covers over 10,000 public and private companies, applying data-driven factor models to identify opportunities across various asset classes and geographies. We are currently looking to recruit a Sector Analyst as part of our Forum division in Mumbai. In this role you will be expected to: Primarily produce in-depth research on publicly traded companies and key private market transactions in India, with 1-3 core sectors of coverage allocated to you; Generate actionable investment ideas, perform initial due diligence and prepare detailed questions lists, and then go deeper into the subject matter by hosting interviews on those topics with industry experts and executives; Drive discussions with industry specialists, extracting value-added and actionable insight throughout your discussions; Manage internal and external stakeholders; educate and pitch upcoming work to sales teams; directly interact and build relationships with clients; Build out your network with industry specialists across your areas of coverage; do deep-dives on industries/companies, figure out where specialists have non-consensus views, and build out a pipeline of content. A successful candidate will display these personal attributes: Intellectual Curiosity; deeply interested in understanding financial markets and building expertise in analysing businesses, strong research/analytical skills. Strong Relationship Builder; ability to confidently interact with C-level executives and industry experts, proficient at working both independently and effectively with diverse teams with different perspectives and backgrounds. Strong Communicator; excellent written and verbal communication skills, highly logical and structured, and exceptional attention to detail. Results Driven; self-starter committed to digging deep into their coverage, a high degree of work ethic, and personal responsibility/ownership for the role. Entrepreneurial; a strong entrepreneurial drive and desire to help shape and develop the Forum product. Qualifications What we look for Previous experience (1-3yrs) at a reputable asset management, securities brokerage, investment banking, or consulting firm. Proven experience in conducting equity research and/or demonstrated ability to conduct fundamental, bottom-up research. Excellent analytical, interpersonal and communication skills that would help build rapport when driving your research with experts. Strong team orientation, highly collaborative with proven experience in driving outcomes through teamwork. Bachelor s degree or above is preferred. Fluent in spoken and written English. Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : How will you be rewarded Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Hybrid work options, Work from Anywhere program, and flex days, offered at the company s discretion and subject to annual review. Snacks Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Surat,Ahmedabad,Bengaluru,Chennai,Mumbai,Hyderabad,Kolkata,Pune,Trivendrum, Delhi, Vadodra,Shimoga

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Chennai,Mumbai,Hyderabad,Kolkata,Pune,Shimoga, Trivendrum, Delhi, Vadodra

About the Opportunity Job TypeApplication 30 June 2025 Title Lead - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About your role The job involves providing comprehensive research support to FILs Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devils advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 2 to 5 years work experience in Investment Research Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred . Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

1)Trading / Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. 2) Advise clients on which scripts to Buy / Sell / Hold, basis company's Research Report and own market knowledge. 3) Keep clients in active category as per the defined norms. 4) Activate dormant clients. 5) Resolve client querries. 6) Maintain records of business on internal software. 7) Liaison with branches for revenue generation and query resolution 8) Follow guidelines of Risk management and Settlement 9) Ensure compliance as per various regulator and organization guidelines. 11) Acquire quality PCG clientsn with minimum investment potention Location: Bengaluru,Hyderabad,Chennai,Kolkata,Pune,Jaipur,Chandigarh,Delhi, NCR, Vadodra Exp-Minimum 5 year working with Stock Broking Firms _

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Min 5 year from Equity Broking sector & good Knowledge in Equity and derivates. NISM - 8. Knowledge of technical analysis and market strategy.

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved.

1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and Business Associate - Franchisee, IFA, Partners on regular basis. 6) Will be responsible for profiling Business Associate - Franchisee, IFA, Partners by conducting in- depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of customers of Business Associate - Franchisee, IFA, Partners customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance, thus, bringing stability and longevity. Candidate Profile 1) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. 2) Existing Relationship Manager Team Leaders. 3 ) Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Location - Mumbai,Thane,Navi Mumbai,Ahmedabad,Surat, Kolkata,Bengaluru, Chennai,Hyderabad,Pune,Kochi,Jaipur,Indore,Vadodra, Delhi, Trivendrum.

About AlphaSense: . ! About the Team: AlphaSense has a great opportunity for an Assistant Counsel, Commercial Contracts in India to join our growing legal team. Legal is a critical function in supporting the company s fast-paced environment and acts as a true business partner to all of our leaders across the organization. We work hand-in-hand with cross functional teams to provide solutions to enable and empower the company to achieve substantial growth targets while managing risk and protecting our business. About the Role: This role can either be based in our Mumbai, Pune, Bangalore or Delhi offices or remotely in India. The Assistant Counsel, Commercial Contracts will primarily be responsible for reviewing global commercial contracts, with a heavy emphasis on vendor/supplier agreements arising out of the United States, Europe, India, and Singapore. The Assistant Counsel, Commercial Contracts will report to the Managing Counsel, APAC, and will partner with all levels and functions of the business, including Procurement, Marketing, Security, Engineering and others to help AlphaSense achieve its high-growth goals. This role is essential to our growth and will have an immediate impact in our dynamic, fast-paced culture. Who You Are: Fully qualified lawyer enrolled (or eligible to be enrolled) with the Bar Council of India. Preferably 1+ years experience with drafting, reviewing commercial agreements (with a heavy emphasis on vendor/supplier agreements) either in-house or with a nationally recognized law firm (or a combination of the two). Ability to analyze, review and negotiate a broad range of global commercial contracts including Master Services Agreements, Services Agreements, SOWs, Service Level Agreements, Orders Forms, NDAs; etc. Superior business acumen with an unrivaled commitment and deep-seated need to provide responsive support service to our teams and get things done; approaches responsibilities with a business friendly and pragmatic mindset while maintaining a commensurate balance of legal risk. Energetic, authentic, and friendly with a great sense of humor; capable of displaying strong negotiation skills and the ability to support difficult positions in a firm and patient manner. Effective communicator with the ability to interact with both internal and external professionals of all types and backgrounds. Experience with contract management systems, procurement tools and privacy a plus. What You ll Do: Draft and review the company s commercial contracts and provide general transactional support cross the organization with a heavy emphasis on vendor/supplier agreements Remain informed of the shifting legal landscape relating to applicable laws, regulations and industry guidance that impact commercial agreements. Work effectively in a dynamic environment across different functional groups and time zones. Provide legal and strategic business advice to ensure agreements are consistent with playbooks, internal policies, and processes. Provide general support to the Managing Counsel, Associate Counsel, and the broader AlphaSense legal team on a wide range of legal matters, as needed. In addition, it is the policy of AlphaSense to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where a particular employee works. Recruiting Scams and Fraud We at AlphaSense have been made aware of fraudulent job postings and individuals impersonating AlphaSense recruiters. These scams may involve fake job offers, requests for sensitive personal information, or demands for payment. Please note: AlphaSense never asks candidates to pay for job applications, equipment, or training. All official communications will come from an @ alpha-sense.com email address. If you re unsure about a job posting or recruiter, verify it on our Careers page . If you believe you ve been targeted by a scam or have any doubts regarding the authenticity of any job listing purportedly from or on behalf of AlphaSense please contact us. Your security and trust matter to us.

TBDQualification TBD

Job Overview: We are looking for a highly analytical and skilled Research Analyst with strong expertise in options and equities trading . The ideal candidate should have a deep understanding of market trends, technical and fundamental analysis, and the ability to provide accurate and profitable trade recommendations . Key Responsibilities: Conduct in-depth market research on equities, derivatives, and macroeconomic trends. Analyze options chains, open interest, volatility, and pricing models to identify profitable trade opportunities. Provide well-researched buy/sell/hold trade recommendations with proper risk management strategies. Monitor real-time market movements and generate timely alerts for potential trades. Utilize technical indicators, chart patterns, and fundamental data to enhance trading strategies. Develop and backtest new trading strategies for improved profitability. Stay updated with global economic events, company earnings, and news that impact stock prices. Prepare research reports, market insights, and performance analysis for internal and external stakeholders. Work closely with the trading and advisory teams to ensure effective execution of strategies. Maintain trading discipline by managing risk, stop-losses, and position sizing effectively. Required Skills & Qualifications: Strong expertise in options trading, equity research, and technical/fundamental analysis . Familiarity with option strategies (Iron Condor, Straddles, Strangles, Spreads, etc.). Understanding of market psychology, liquidity, and institutional trading strategies . Ability to predict trends and market movements based on technical and macroeconomic factors. Strong analytical, problem-solving, and decision-making skills . Experience in algo trading or coding in Python/R (optional but preferred) . Excellent communication skills to present research findings clearly.

PCRED Venture is looking for Financial Wizards to join our dynamic team and embark on a rewarding career journey. Perform a variety of advanced financial analyses to determine present and forecasted financial health of the company Use financial modeling to simulate financial scenarios Present potential scenarios and outcomes to management team Manage the preparation and publication of departmental and organization financial documents Collaborate with management on development and execution of funding strategies Examine financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles Develop or recommend solutions for problems or situations

Role & responsibilities Financial analysis Respond to investor inquiries Help formulate overall investor relations strategy of the Group Investor presentations, quarterly earnings releases, investor briefings, and annual reports. Track key performance indicators (KPIs), develop financial models. Analyse market trends and competitive positioning to inform strategic decisions and communicate findings to both internal stakeholders and investors. Conduct valuations and financial modelling to support the evaluation of potential investment opportunities. Preferred candidate profile 4 - 8 years of strong experience in Equity Research, Investor Relations, financial modelling and analysis Experience in BIG 4 would be great Expertise in Microsoft Excel, PowerPoint, and financial modelling software. Perks and benefits Best in the industry

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Location: Surat,Ahmedabad,Bengaluru,Chennai,Mumbai,Hyderabad,Kolkata,Pune,Shimoga,Trivendrum, Delhi, Vadodara.

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor- Partner Alliance (Franchisee IFA/B2B), Equity Broking. 1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/Commodit . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate (Franchisee, IFA)to scale existing base & revenue through quality service & Showcasing future opportunity 4) Will be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to meet large customers and BA on regular basis 6) Will be responsible for executing - profiling of mapped large customers & BA by conducting in depth review of customers financial requirement, analysing investors investment style, risk appetite and recommending suitable portfolio or actionable 7) Creating large option book along with revenue & maximum activation of BA customers though quality advisory 8) Upselling and look for opportunity to guide large customers to diversify investment portfolio by advising them suitable product like Mutual fund, PMS, IAP, Insurance hence, bring stability and longevity. 9) Atleast 5 years of experience in sourcing and managing PCG- B2B/ Partner Alliance/ Franchisee vertical of Stock Broking firm. Experts in the Research of Sectors like BFSI, Auto, FMCG, and Consumer durables, should be thorough with Institutional Equity Research, Should connect with Buy Side institutions like Mutual Fund Houses and Insurance Companies. Location - Ahmedabad,Kolkata,Bengaluru,Chennai,Hyderabad,Pune,Surat,Kochi,Jaipur,Indore, Vadodra, Delhi, Trivendrum.

Role & responsibilities Reviewing bank and mutual fund statements on a daily basis Oversee investment strategies, portfolio management and wealth preservation Create and implement comprehensive financial planning and risk management strategies Evaluating potential equity investments under the guidance of the Finance Head Payment processing MIS preparation on a monthly basis Banking operations and co-ordination Managing family administrative tasks for the Chairman Preferred candidate profile Minimum 1-2 years of relevant experience Strong financial analysis and strategy planning skills Excellent verbal and written communication MS Office Proficiency Pleasant personality High level of discretion and professionalism Immediate Joiner

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of allocated clients. 7) Efficient management of allocated book and achievement of the targetted revenues from this allocated book with a constant endeavour to grow the book over the time. 8) Constant efforts on direct databases for activation reactivation retention of clients. 9) To ensure the desired NPS score is achieved. Min 5 year from Broking sector & good Knowledge in Equity and derivates. NISM - 8. Knowledge of technical analysis and market strategy. Location - Trivendrum, Delhi, Vadodra, Pune,Chennai,Mumbai,Hyderabad, Ahmedabad,Kolkata.

Responsibilities: Develop maintain a dashboard to track key valuation metrics, KPIs and updates on covered companies Collaborate with portfolio managers and senior analyst(s) to evaluate investment theses, provide effective challenge where appropriate, ensuring they are backed by thorough research and data Carry out independent industry research, including monitoring macroeconomic trends, technological innovations, regulatory changes, and geopolitical factors that could impact the portfolio Attend industry conferences, earnings calls, and investor meetings to gather qualitative insights and assess company strategies, adjusting investment recommendations as necessary Prepare detailed research reports and presentations to summarize key findings, updates and strategy s performance, incl. semi-annual review with clients, sustainability thesis, etc. Stay current with market news, interpret news impact on stocks, and understand industry dynamics Skills Strong financial modeling skills, including proficiency in DCF, comps, and ability to interpret financial statements to assess company health Attention to detail to ensure that models and assumptions are accurate, up to date, and reflect the most current information Ability to access, digest, and synthesize new information quickly (e.g., earnings calls, news flow, regulatory updates) Strong writing and presentation skills, ability to communicate complex ideas simply, and understanding of report structure Functional understanding of prompting GenAI tools to accelerate research process Qualifications: Relevant experience of 3-5 years in equity research Strong educational background with Bachelors in finance or economics CFA (Level II or III) or other relevant certifications are preferred Proficiency in Excel, Bloomberg, and other investment analysis tools, along with excellent analytical and communication skills, is essential

Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like you re part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About your role The job involves providing comprehensive research support to FIL s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil s advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 2 to 5 years work experience in Investment Research Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred . Feel rewarded