70 Fundamental Analysis Jobs - Page 2

Role & responsibilities The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients. The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s): a) Create and maintain company operating, earnings forecasts and valuation models; b) Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities; c) Write research reports for initiations of coverage, analysis of data, earnings results, and industry news, to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations. d) Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients). Preferred candidate profile Prior experience in financial services preferred (2-4 years) within a front office role {such as Equity Capital Markets, Debt Capital Markets, Sales & Trading or Equity Research}

Work with team of onshore analysts to cover Lev Fin credit portfolio Prepare quarterly financial spreads and memos Prepare opinion based annual credit risk reports and financial spreads based on fundamental analysis for a set of assigned credits/companies The credit assessment process requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations. Preparing and updating detailed financial models encompassing financial analysis, capital structure analysis, calculation of key credit quality determinants and financial projections (upto 7 years). Determine and recommend ratings to the entity based on the internal rating framework and methodology. Regular interaction with client to discuss reports as well as workflow Engage with client teams proactively

Work with team of onshore analysts to cover Lev Fin credit portfolio Prepare quarterly financial spreads and memos Undertake ABL portfolio monitoring – ABL assessment notes and collateral monitoring Prepare opinion based annual credit risk reports and financial spreads based on fundamental analysis for a set of assigned credits/companies The credit assessment process requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations. Preparing and updating detailed financial models encompassing financial analysis, capital structure analysis, calculation of key credit quality determinants and financial projections (upto 7 years). Determine and recommend ratings to the entity based on the internal rating framework and methodology. Review outputs to be delivered by junior analysts, responsible for quality underwriting and workflow management Team management, stakeholder management Regular interaction with client to discuss reports as well as workflow Engage with client teams proactively Train new and junior resources

Work with team of onshore analysts to cover Lev Fin credit portfolio Prepare quarterly financial spreads and memos Prepare opinion based annual credit risk reports and financial spreads based on fundamental analysis for a set of assigned credits/companies The credit assessment process requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations. Preparing and updating detailed financial models encompassing financial analysis, capital structure analysis, calculation of key credit quality determinants and financial projections (upto 7 years). Determine and recommend ratings to the entity based on the internal rating framework and methodology. Regular interaction with client to discuss reports as well as workflow Engage with client teams proactively

As an Equity Dealer, your primary responsibility will be to execute buy/sell orders for clients based on their investment strategies. You will need to closely monitor market trends, analyze stocks, and provide recommendations to clients. Collaboration with the sales team is essential for generating new leads and retaining existing clients. Keeping accurate records of all transactions and promptly communicating any significant developments to clients are crucial aspects of this role. It is important to stay updated with regulatory requirements and compliance standards to ensure adherence. The ideal candidate for this position should preferably possess an NISM 8 (Equity Derivative) certification. A strong knowledge of equity derivatives, stock market, share market, stock broking, equity advisory, finance, and fundamental analysis is required. The ability to work effectively under pressure, manage multiple tasks simultaneously, and demonstrate excellent communication skills both verbally and in writing is essential. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) is also desired. This is a full-time position with benefits including Provident Fund. The job requires working day shifts with at least 1 year of experience in equity dealing. The work location is in person.,

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. 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 clients through networking, database, market intelligence and references from existing clients.

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. 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 clients through networking, database, market intelligence and references from existing clients.

Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. Update clients for orders and trade on the recorded line. Maintain active clients as per the defined norms. Activate dormant clients. Ensure resolution of clients query. 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 clients through networking, database, market intelligence and references from existing clients.

Strong understanding of core finance and accounting concepts. Excellent report writing and communication skills. High level of attention to detail and accuracy Ability to communicate analytical thoughts in a crisp, concise and precise manner. Should be able to independently assess counterparties without relying on readily available research. Willingness to operate independently and as a professional meet agreed upon timelines. Prior experience in fundamental analysis of financial institutions is mandatory. An understanding of global banking regulations would be preferable.

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).

Good experience in credit monitoring - financial modelling and credit risk assessment memos Preparing opinion based credit reports and financial models based on fundamental analysis for a set of assigned credits/companies The credit assessment process requires the following: Undertaking research and analysis of an entity through thorough assessment of its credit strengths and weakness and weighing its business and financial risk profile. Understanding the potential for sovereign support or parent support which would need to be factored into the credit assessments. Preparing a detailed credit assessment report and elaborately discuss the company profile and credit risk considerations. Preparing and updating detailed financial models encompassing financial analysis, capital structure analysis, calculation of key credit quality determinants and financial projections (upto 7 years). Determine and recommend ratings to the entity based on the internal rating framework and methodology.

Job Description: Intern – Fixed Income Research Experience: 0-2 years Functional Responsibility/ Domain Related: Valuations of various Indian debt instruments including corporate bonds, money market instruments, market linked debentures, etc. Construction and review of yield curve across issuers, sectors and rating categories. Establishing a strong network for polling across market participants – mutual funds, insurance companies, banks, primary dealers, brokers, AIFs, arrangers and other active investor/ trader segments, etc. Fundamental assessment-based valuations for debt securities. Creating a comprehensive database for private credit market and generating product offerings from the same. Sourcing and analyzing trades/pricing data received from various market sources (exchanges, asset managers etc.) for the purpose of valuations. Preparation of ad-hoc analytical report for the purpose of senior management and/or for external agencies. Preparation and maintenance of documentation related to valuations. Assistance in development, testing, and maintenance of various in-house applications. Desirable Skills: Fixed income dealing experience in CP, CD and corporate bonds in Indian debt markets. Strong connect with market participants including fund managers, arrangers, PDs, issuers, brokers, etc. Analytical inclination and fixed income fundamentals knowledge. Strong oral, written and presentation skills Fixed income market understanding. Working knowledge of MS office products, python and VBA. Sound knowledge of financial statements and ratio analysis.

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

Equity research professional with 3–8+ years in capital markets, skilled in financial modeling, industry/company analysis, idea generation, and supporting investment decisions across mid/large caps. Required Candidate profile 3-8 Years of equity research experience preferably buy-side into Indian Equities, preferably into sectors - Capital Goods, Defence, Power, Infra, IT

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

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.

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.

Role & responsibilities Tracking of domestic and international equity markets and various global news/events To track multiple sectors Financial modelling: Build and maintain financial models; Handholding team of junior analysts with queries on building financial models, understanding of the industry/business and vetting the report before releasing to wider audience. Preparing company reports, sector notes and thematic research Attending result concalls and interacting with senior management team Tracking and analyzing regulatory changes and their impact on the sector Building and updating industry databases Developing and maintaining client marketing and presentation Conduct Webinar/Seminars for clients and internal departments Key Competencies Experience of tracking Chemicals, Pharma, Oil & Gas, BFSI, Power etc will have an added advantage Undertaking primary research for key thematic reports Excellent excel and data crunching skills Knowledge of database softwares such as Bloomberg, Capitaline, AceEquity, Trendlyne,, Screener, etc Knowledge/Experience of NDPMS, Algo based products, SIP Products, Pair trades, Smallcase etc will be an added advantage Leading and managing a team The ability to contribute to teams and to improve their effectiveness Excellent written and verbal communication skills Qualification : Post graduates with CA/CFA/NCFM / MBA courses

- Training existing clients regarding the features & functions of software - Troubleshoot and resolve client issues - Ensuring customer satisfaction by providing expert support to users - Opportunity to learn about technical analysis of stockmarket Required Candidate profile - Excellent Communication & Presentation Skills - Knowledge regarding sharemarket would be an added advantage - Candidate Preferred from Western Line / Mumbai Suburbs - Freshers can apply

Stock accountant - accounting and reconciliations for one or more entities. Key Responsibilities Accounting of product purchases, capturing product costs and related expenses in ERP system Accounting of operational and transit losses and gains in ERP system Reconciliation of physical inventory records with system stock data Ensure product costs are accounted correctly and average cost is maintained in the system on daily basis. Analysis of the variance in cost. Ensure receipts , sales and own use are accounted all in system on daily basis by comparing the physical with System Abnormal losses/gains are investigated and necessary corrective action is taken by the site managers. Petroleum taxes are correctly computed and paid on time Ensuring sites are submitting daily stock reconciliations timeously Following up and helping resolve challenges that may result in delays in stock accounting process . Review product costs and taxes before processing in system as submitted by Product Accountant and Tax Accountant Insure that stock is correctly reported and match with sub ledger in the Flash and Monthly reporting. Enforce internal controls in the stocks function. This entails ensuring adherence to Puma Stocks Procedures as advised in the Puma Internal Control Policy REQUIREMENTS Experience Years of experience: Preferably 4-5 years or more Accounting Degree Educated or equivalent (BCOM, MCOM, ICWA/ CMA, MBA) Business orientated with experience in the Oil Downstream industry is mandatory/preferably Experience in understanding Stock experience Candidates from shared services set up preferred Knowledge of stock accounting method needed (Average / FIFO /LIFO) Skills Microsoft Office proficient Navision /ERP knowledge Good verbal and written communication skills with the ability to articulate complex information Internal And External Stakeholder Holder

EquityResearch Analyst About The Role s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity. Reasonable experience in covering Capital goods and Power utilities will be preferred. Academic Qualifications CA /MBA / CFA Key Result Area Stockrecommendations performing better than the respective sector indices About The Role s EquityResearch Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintainingfinancial models for all companies under coverage to support therecommendations Modelportfolio construction for respective sectors under coverage for clearcommunication of stock preferences Understandingrequirements of different portfolios and give appropriate stock recommendations Writingupdates on quarterly results and other interactions Stockevaluations will include both listed and unlisted equities Providingcompany updates as per regulatory requirement

Financial Analyst Apply Here: https://forms.office.com/r/N4UxfSLE0C?origin=lprLink Job Description: We are seeking a skilled and motivated Financial Analyst to join our team. The ideal candidate should have a background in finance or accounting, along with a knowledge of Excel and financial markets. Primary responsibilities include handling, collecting, and compiling data from various sources. The candidate will be required to work extensively on Excel; therefore, a good understanding of Excel is mandatory. Job Title: Financial Analyst Education Qualification: Bachelors degree (completed) in Finance, Accounting, Economics , Commerce , or related fields. Candidates with MBA (Finance) , CFA (Level I or above) , or equivalent certifications will be given preference. Strong academic record and foundational knowledge in financial markets, instruments, and corporate finance is essential. Responsibilities: Collect and compile data from financial websites such as BSE, NSE, and SEBI. Maintain and update financial databases, particularly for investing and trading activities. Record corporate actions and announcements. Ensure accuracy, efficiency, and consistency in all data-related tasks. Work extensively with Microsoft Excel for data processing and analysis. Contribute to improving data handling processes and support investment strategy development. Backup and maintain the privacy of sensitive financial information. Stay updated with market trends, regulatory changes, and financial news. Collaborate with team members and contribute proactively to projects. Gain exposure to algorithmic trading systems and quantitative financial models . Skill Requirement: Degree in Finance, Accounting, Economics, or a related field. Strong academic record and a passion for financial markets and analytics. Proficiency in Microsoft Excel and basic financial modelling. Familiarity with Indian financial regulations and market structures. Analytical mindset with attention to numerical detail. Effective communication skills in English, both written and verbal and mathematical skills. Ability to manage time effectively and prioritize tasks under pressure. Self-motivated, open to feedback, and a strong team player. Knowledge of stock markets and macroeconomic indicators is a plus. Department: Analysis Department Experience: 0 to 3 Year Employment Duration: Ongoing/Permanent. Includes a probation period of 3 months before becoming permanent. Current Openings: 02. Salary Details: As discussed during the interview process. Additional Year-end bonus based on candidates performance. Work Mode: On-Site (Full-Time). Location: Ahmedabad. Apply Here: https://forms.office.com/r/N4UxfSLE0C?origin=lprLink Note: A financial analysis questionnaire will be given to short-listed candidates to assess their proficiency in the above-mentioned skills.

Vacancy: Junior Equity Research Analyst Qualification: B.com, MBA or any other finance degree. Salary Range: Rs. 20k-25K /PM Job Location: Madurai, Tamil Nadu Job Responsibilities: 1) Daily monitoring of portfolio stocks and sectors. 2) Maintaining and updating the company's knowledge base on researched stocks. 3) Assist in the preparation of research reports and presentations. 4) Work closely with senior analysts to support their research and analytical needs. 5) Participate in team meetings and contribute to investment discussions. 6) Assist in Preparation of materials for client meetings and presentations as needed. Interested candidates, please attend the aptitude test: https://timer.addonforge.com/timer/1FAIpQLSehOekV54z_DJGpFGjgqjxYwD1qblmSOutc3aAkZH7DE1k3QQ Preferred Candidate profile: Strong quantitative skills. Proficiency in Microsoft Excel. Excellent written and verbal communication skills. Understanding of Financial Statements Prosperity Wealth Management is registered as a Portfolio Manager with the Securities & Exchange Board of India. Information about our company on our website: www.pwm-india.com.

Job Area: Engineering Group, Engineering Group > Mechanical Engineering General Summary: As a leading technology innovator, Qualcomm pushes the boundaries of what's possible to enable next-generation experiences and drives digital transformation to help create a smarter, connected future for all. As a Qualcomm Mechanical Engineer, you will design, analyze, troubleshoot, and test electro-mechanical systems and packaging. Qualcomm Engineers collaborate across functions to provide design information and complete project deliverables. Minimum Qualifications: Bachelor's degree in Mechanical Engineering or related field. Job Overview: The successful candidate will operate as a member of Corporate Engineering Hyderabad department. Responsibilities include working with US and India teams to perform thermal and structural analysis of high-performance electronic assemblies. Specific tasks include daily use of thermal and structural analysis software, taking concept layouts from the design team, creating representative analytical models, defining boundary and loading conditions, running simulations, analyzing results, and making recommendations for optimization of designs. The Engineer will interface with internal staff and outside partners in the fast-paced execution of a variety of multi-disciplined projects. Minimum Qualifications : Bachelor's / Masters degree in Mechanical/Thermal/ Electronic Engineering or a related field. 1-3 years actively involved in thermal and structural engineering analysis of high-density electronics packaging. Strong background in heat transfer fundamentals with a good understanding of electronics cooling technologies (passive and active). Knowledge of packaging technologies, electromechanical design, and thermal management materials. Analysis tools experience utilizing Flotherm,XT, Icepak, 6SigmaET, Celsius EC, Ansys, Abaqus, or equiv. Solid modeling experience utilizing Pro/E or Solidworks mechanical CAD system. Proven ability to work independently and collaboratively within a cross-functional team environment. Strong technical documentation skills and excellent written and verbal communication. Preferred Qualifications: Expected to possess a strong understanding of mechanical engineering and analysis fundamentals. Experience creating thermal and structural models of electronic circuit components, boards, and enclosures. Experience applying environmental spec conditions to analytical model boundary and loading conditions. Experience working with HW team for component, board, and system thermal power estimates. Experience specifying appropriate fans and heat sinks for electronic assemblies. Experience working with design teams for optimization based on analysis results. Demonstrated success in working with HW teams for appropriate thermal mitigation techniques. Proficiency with thermal testing (e.g.,LabVIEW, thermocouples, airflow measurements, thermal chambers, J-TAG) for computer hardware. Understands project goals and individual contribution toward those goals. Effectively communicates with project peers and engineering personnel via e-mail, web meetings, and instant messaging including status reports and illustrative presentation slides. Excellent verbal and written communication skills Interact and collaborate with other internal mechanical and electronics engineers for optimal product development processes and schedule execution. Effectively multitasks and meets aggressive schedules in a dynamic environment. Prepare and deliver design reviews to project team. Education Bachelor's / Masters degree in Mechanical/Thermal /Electronic Engineering or a related field. Keywords: Thermal analysis, electronics cooling, Flotherm, XT, Icepak, Celsius EC, thermal testing, thermal engineering, mechanical engineering.

Job Responsibilities: Execute trades in US equity Market We offer capital,technology,training and necessary support to explore infinite possibilities of trading. Analyze market trends and apply trading strategies. Freshers can apply Age upto 25 years Graduation is Compulsory Monday to Friday working Job Location : Vishrantwadi No Transpotation Only Male candidates can apply www.obliixglobal.com