Financial Analyst

Job Description

We are seeking a highly skilled and motivated Equity Research Financial Analyst with expertise in fund management, due diligence, equity research , auditing , and accounting . The ideal candidate will have over 2+ years of experience working in asset allocation, financial analysis, and portfolio management, with a deep understanding of both Indian and global financial markets. The role involves contributing to investment decisions across various asset classes (Equities, Fixed Income, Currencies, and Commodities) and managing a diverse fund portfolio. You will be responsible for providing insights on market trends, identifying investment opportunities, and supporting the overall fund strategy. Key Responsibilities Investment Analysis & Decision Making: Conduct in-depth fundamental analysis and evaluate financial statements to support investment decisions across various asset classes (Equities, Fixed Income, Commodities, Currencies) in Indian and global exchanges. Industry & Sector Research: Perform industry, sector, and sub-sector analysis to identify market trends, opportunities, and risks. Utilise advanced research tools to generate actionable insights for the fund’s investment strategies. Portfolio Management: Lead the rebalancing and restructuring process of fund portfolios, ensuring proper allocation based on the client’s risk appetite and market conditions. Monitor and assess fund performance relative to established benchmarks. Investment Opportunities Screening: Screen and evaluate investment opportunities across various asset classes to generate new trade ideas and investment strategies. Fund Performance Monitoring: Analyse and monitor the performance of investments in the fund portfolio, ensuring alignment with overall financial goals and objectives. Risk Management: Assess and manage the risk exposure of fund portfolios, making adjustments as necessary to maintain desired risk-return profiles. Client and Stakeholder Management: Maintain strong relationships with clients and stakeholders, ensuring transparency and communication regarding portfolio performance and investment decisions. Qualifications & Experience Educational Qualifications: B.Tech/M.Tech or Bachelor's degree in Chemical Engineering Key Skills & Expertise: Have exposure in sectors such as Chemical, EPC, Metals, etc Fund Management & Analysis (PMS, AIF, Global Fund) Equity Research, Asset Allocation & Sectoral Research CFA/CA adds weightage Core Competencies Fundamental & Technical Research Financial Statement Analysis/Due Diligence Portfolio Construction & Management Risk Management & Mitigation Investment Screening & Opportunity Identification Market Trend Analysis Excellent Communication & Reporting Skills Skills: investment,communication skills,financial analysis,communication,investment screening,technical research,fund management,fundamental research,market trend analysis,financial statement analysis,risk management,portfolio management,equities,asset allocation,equity research,research,due diligence,dcf valuation Show more Show less