53 Fundamental Research Jobs

We are looking for a highly skilled Technical Research Analyst to join our team at Panacorp Software Solutions, with 7 years of experience in the IT Services & Consulting industry. Roles and Responsibility Conduct thorough research and analysis on various technical topics to identify trends and patterns. Develop and maintain databases and spreadsheets to track data and metrics. Collaborate with cross-functional teams to integrate research findings into product development. Create reports and presentations to communicate complex technical information to stakeholders. Stay up-to-date with emerging technologies and industry trends. Identify and mitigate potential risks and issues impacting project timelines or quality. Job Requirements Strong analytical and problem-solving skills with attention to detail. Excellent communication and interpersonal skills, with the ability to work effectively in a team environment. Ability to prioritize tasks and manage multiple projects simultaneously. Strong organizational and time management skills, with the ability to meet deadlines. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Experience with database management systems and data analysis tools.

Role & responsibilities Job Description • Preparing Initiating Coverage / Result Update Reports, Management Meet Notes, etc. • Being updated on companies under coverage through regular follow-up with management, company results, conference calls, analyst meets, industry publications, public documents, trade journals, IR departments, competition, customers, vendors, etc. • Timely and accurate maintenance of research documents as per regulatory requirements • Assisting the team in generating / initiating new stock ideas and strengthening teams thought process through knowledge sharing. Regards, Sandipa, 7980475998

Objectives of this role Overlook current portfolio companies and track monthly progress Set processes in place for sustainable growth and tracking private companies Scout and source new deals across eco-system and investing network Ability to take notes, synthesize data and create in-depth analysis on company data Preferred skills and qualifications 12+ years of work experience working at a PE fund/Investment banking CFA/CA/MBA preferred Proficient in financial modeling Good with identifying market trends Strong written & verbal communication skills Good eco-system network A team player mindset

You will be joining our Mumbai office as a Fundamental Equity Research Analyst, playing a crucial role in our global investment team. Your responsibilities will include conducting fundamental research primarily focusing on India equity, with potential to expand to other regional markets. You will analyze macroeconomic trends, industry dynamics, and regulatory changes to identify investment opportunities and risks. Additionally, you will be involved in building financial models, valuation analysis, attending corporate meetings, and contributing to research reports and idea generation. To be successful in this role, you should have a strong academic background and preferably a CFA charter. You are expected to have 3-5 years of experience in equity research, investment banking, or related finance roles. Proficiency in financial modeling, valuation, and excellent written and verbal communication skills are essential. We value integrity, analytical skills, and the ability to collaborate effectively with the team. You should be self-driven, intellectually curious, and capable of managing multiple priorities in a fast-paced environment. Join us to receive training and mentorship from experienced portfolio managers, competitive compensation, and opportunities for career advancement. Your contributions will be integral to developing our investment strategy and achieving top performance.,

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

Senior Analyst Research Location : Hyderabad Function : Research Experience : 2-3 Years CTC : 12 - 15 LPA (Plus Bonus) Reports to : Fund Manager Senior Analyst Research will work closely with portfolio managers, fund managers, and client advisors to deliver high-quality research and insights across asset classes. This role is critical to shaping investment views and supporting client portfolio decisions. Why Working with us? 1. We believe our people are our greatest assets. 2. We are looking to hire individuals with integrity, creativity, and a passion for excellence. 3. Being in a growth phase, we offer accelerated career growth and ESOPs for the right talent. 4. We ensure every role is meaningful and fulfillingbecause work should be exciting. 5. We strive to make a difference in the lives of the families who trust us with their wealth. Roles and Responsibilities Pillar 1: Research & Analysis Conduct detailed analysis on equity, debt, mutual funds, and PMS strategies Study financial statements, sector developments, and valuation trends Support in-house fund manager with stock-specific and sectoral research Update NAVs and maintain reporting based on weekly/monthly fund factsheets Collaborate with internal teams on quarterly mutual fund research Pillar 2: Investment Recommendations Generate data-backed investment ideas across asset classes Present findings and recommendations to portfolio and business teams Pillar 3: Market & Macro Insights Track macroeconomic trends, regulatory developments, and policy shifts Offer insights into how external factors may affect portfolios Who Should Apply Professionals with 3+ years of experience in credit rating agencies, outsourced research firms serving global clients, or research analyst roles in wealth/PMS/AMC firms Strong in fundamental and financial analysis , with hands-on experience in equity, debt, or macroeconomic research Preferably certified with NISM-Series XXI B , and driven by high ownership, attention to detail, and a passion for capital markets

Looking for challenging role If you really want to make a difference - make it with us Can we energize society and fight climate change at the same time At Siemens Energy, we can. Our technology is key, but our people make the difference. Brilliant minds innovate. They connect, create, and keep us on track towards changing the world’s energy systems. Their spirit fuels our mission. We are seeking an exceptional and visionary Principal AI Research Scientist to lead our research efforts in developing next-generation foundation models for power grid & substation applications. As a founding member of our new AI lab, you will play a pivotal role in defining our research agenda, driving innovation in algorithms, architectures, and methodologies for scaling AI models, and building and mentoring a world-class team. You will tackle fundamental research challenges with significant real-world impact, pushing the boundaries of AI to revolutionize the energy landscape and address critical challenges related to grid modernization, renewable energy acceleration and climate change mitigation. This is a hands-on IC role that demands a strong research background and deep expertise in AI foundation models and ability to develop for creating transformational change. Your new role – challenging and future- oriented Conduct original, high-impact research in foundation models, specifically tailored for power grid data modalities and applications. Spearhead the development of novel deep learning architectures, algorithms, and training methodologies tailored for these. Deeply investigate and advance state-of-the-art research in relevant areas adapting and integrating methods and techniques from public research. Collaborate closely with AI engineers and domain experts to translate research breakthroughs into practical, scalable solutions deployable within real-world power grid systems. Build and mentor a high-performing research team, fostering a collaborative and innovative research culture within the newly formed AI lab. Drive rapid iteration and proof-of-concept (PoC) development to quickly validate research ideas. Effectively communicate research findings to both technical and non-technical audiences (via technical blogs or publications in conferences and journals), and represent the lab externally at conferences and industry events. Independently drive research projects forward, demonstrating strong initiative, problem-solving skills, and a results-oriented approach. We don’t need superheroes, just super minds Master's or Ph.D. in Computer Science, Electrical Engineering, Physics, Mathematics, or a related quantitative field, OR equivalent industry experience with a strong demonstrable research background in AI/ML. 7+ years of research experience in deep learning, machine learning, or related areas, with a focus on developing and scaling innovative AI solutions. Publications in top-tier AI conferences and journals Strong expertise and prior experience with building foundation models and other related concepts, with direct prior experience in at least one of the following highly desired - AI for Simulation/AI for Physics, GNNs, Transformers, Diffusion Models, etc. Proven ability to design, develop, and implement novel deep learning architectures and algorithms and experience scaling solutions involving large datasets and complex models, utilizing large compute clusters. Strong ability to work independently, rapidly iterate on ideas, and quickly develop and validate proof-of-concepts. Excellent communication, presentation, and teamwork skills, with the ability to lead and inspire a research team and collaborate effectively with diverse stakeholders . Desired skills Contributions to open-source machine learning projects. Prior experience in a top AI research lab. Experience applying AI/ML to power systems, electrical grids, or related domains.

EquityResearch Analyst 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 CAMBA CFA Key Result Area Stock recommendations performing better than the respective sector indices s Equity Research 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 Maintaining financial 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 Stock evaluations will include both listed and unlisted equities Providing company updates as per regulatory requirement

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 CAMBA 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

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}

Objectives of this role Overlook current portfolio companies and track monthly progress Set processes in place for sustainable growth and tracking private companies Scout and source new deals across eco-system and investing network Ability to take notes, synthesize data and create in-depth analysis on company data Preferred skills and qualifications 8 to 10 years of work experience working at a PE fund/Investment banking CFA/CA/MBA preferred Proficient in financial modeling Good with identifying market trends Strong written & verbal communication skills Good eco-system network A team player mindset

We are seeking a motivated and detail-oriented CA Intern to join our Equity Research team. This role offers hands-on experience in fundamental research, financial analysis, and sector-specific evaluation to support investment decisions.

The responsibility of this role is to plan, implement and achieve the sales targets for the branch by developing channels like Banking, National Distributors and IFAs for central & harbor suburbs through distributor engagement & expansion. Job Context & Major Challenges Job Context/Job Challenges:Organisation ContextEstablished in 1994,Aditya Birla Sun Life Asset Management Company, (ABSLAMC) is a joint venture between Aditya Birla Group &Sunlife Financial Inc.,a leading international financial services company in Canada.ABSLAMC is a fund manager for Birla Sunlife Mutual Funds tly ranks as the fourth largest fund Management houses in India with a total Average AUM base of over INR 2 Lakh 45 Thousand crores(as on Nov 2017).Out of the 42 fund houses in the country,ABSLAMC ranked 1st in Fixed Income AUM &5th in Equity AUM category respectively. As of November 2017, the Average AUM market Share of the organisation was approx 10.73%.The company grew its investor client base by 44% to about 5.2 Mn from 3.6 Mn from the previous year, thereby bagging a second position in this category. Distribution Network: ABSLAMC has a footprint in more than 200 locations across the country with approx 65,000 IFAs, 210 National Distributors & 85 banking partnership.ABSLAMC also has its offshore presence through its rep offices in Singapore,Dubai & Mauritius.Its offerings also include Portfolio advisory services for High Net worth individuals as well as offshore funds for Non Resident Indians. The Company follows a long-term,fundamental research based approach to investment &thrives to provide a transparent ical services to its investors.One of the key challenges for ABSLAMC has been to maintain a balance between moving with dynamic &constantly changing regulatory norms of the country &maintaining growth &profitability in the extremely competitive market. &some of key strengths of the organization that have helped it to sustain &grow are: Focus on Technology-The organization has been in the forefront in implementing technological innovation to foster innovation &also to improve efficiency for its stakeholders, whether it is employees, clients or distributors Product Innovation-ABSLAMC has been known to be a pioneer in terms of products &has a history of launching innovative, category defining products like Birla Cash plus, etc.Research based approach-ABSLAMC has one of the largest team of research analyst dedicated to tracking down the best companies to invest in.Strong Distributor Delivery Mechanism-The Company has developed a 4-pronged sales/delivery mechanism to ensure maximum reach &penetration to the end customers. This mechanism includes Company s direct Channels (branches/online), Independent Financial Advisors (IFAs),National Distributors (ND) &Banks. Regulator Interface-ABSLAMC plays a key role in the Association of Mutual Funds in India (AMFI) with quite a few members of the top management being a part of the AMFI Board. It has hence ensured that it can discuss any new Industry development from a regulatory perspective at the initial stages with the Regulator as well as the Industry Association People Management -ABSLAMC believes in continuously measuring the perception of its people using a 4-S approach, namely Satisfaction, Say, Stay &Strive, which has enabled it to garner a workforce committed &aligned to the overall business success.In context to the organization, the Banking Distribution, IFA &ND channels are a very integral &critical part of the Retail Distribution setup. Plan, organize & manage all activities to drive Retail Sales through all the channels in the region to increase AUM, market share, quality &profit potential of assets.The Banking Distribution compromises of the Retail &Private Banks.As these retail channels cater to very different class &set of clients &client requirements,it gives us a platform to promote our diversified set of products based on these requirements. Key Challenges for the role are as follows: a)To ensure an increase in visibility activities. b)Lack of a measurement tool for performance, thus the branch manager has to manually maintain &update performance data. c)Difficulty of coordination with different channels of distribution Key Result Areas KRA (Accountabilities) (Max 1325 Characters) Supporting Actions (Max 1325 Characters) KRA1 Retail Sales Execution Drives ongoing sales from the defined relationships and contribute towards regions achievements Obtains and analyzes information from market to identify new clients, makes direct pitches, liaises with channel partners to increase sales Profiles distributors and caters to their requirements to ensure ongoing business from them Ensures targeted number of folios are added and achieves targeted amount of new SIPs KRA2 Retail Sales Execution Distributor Empanelment & Engagement Conducts regular meetings and contact with the distributors Undertakes empanelment and activation of distributors Disseminates updates and other product related information in timely manner Organizes and executes trainings and engagements for partners KRA3 Reporting and compliance Ensures 100% compliance with internal reporting & audit systems Provides weekly reports to Regional Heads Updates sales portal with requisite information to facilitate information collation and analysis Undertakes installation of advertising and publicity materials for brand visibility KRA4 Branch Administration Ensure branch administration in order to help maintain and grow sales in the region. Ensure good rating for the branch and get well equipped for internal audit. Ensure compliance and SEBI code of conduct issues are adhered to KRA5 Overseeing Branch administration and monitoring branch issues to ensure a smooth delivery of service to clients Facilitate smooth operations of the branch including branch imprest, administration, operations and client servicing standards KRA6 Providing relevant reports to management for assigned territory. Furnishing relevant sales reports of the branch to Cluster & Zonal Head KRA7 Managing and monitoring team members for better productivity 1.Facilitating regular training, guidance and development of team members 2.Ensuring AMFI Certification of team members 3.Monitoring performance of RM s on monthly basis and take corrective measures if achievement deviates from the required achievements.

JOB SUMMARY Marmore is looking for individuals who will undertake business and financial analysis. The role will see the candidate undertaking extensive writing, modelling on spreadsheets, conducting discussions and interviews with external and internal stakeholders, and seeking ways to promote ideas and recommendations even in the middle of information scarcity or ambiguous data. The individual must have an eye for detail and should be able to perform under reasonable pressure on multiple activities. DUTIES & ESSENTIAL JOB FUNCTIONS OPERATIONAL Authoring strategic business and market intelligence reports, analyst briefings, white papers, blogsand other forms of content for various research themes such as Economic, Capital, Sector, CompanyProfiling, etc. Undertaking data extraction using tools such as Thomson Reuters and Bloomberg terminals in orderto fulfil analytical activities. Proficient in undertaking desktop research effectively, quickly scaling up to add value and insightsinto research material gained. Developing thematic models to make sense of data, research literature and analysis, in order to drivecritical conclusions and insights. Working confidently with clients to resolve business challenges or requirements during consultingassignments, with strong communication skills. Developing models and hypotheses to test business scenarios, analytical models and businessrecommendations. Driving continuous content development activities through ideas and suggestions. Developing attractive PowerPoint presentations that are functional, also. STRATEGIC Supporting internal senior management research requests on various topics as the case may be. Consistently tracking and implementing best practices in research, data collection and presentation. Looking out for ways to refine content presentation to reach more members of the target audience. TECHNICAL SKILLS The candidate should possess the following technical skills: Valuation methodologies (PE, EV/EBITDA, DCF etc.) Financial statement analysis Report writing skills Proficiency in MS Excel, Word and Power Point QUALIFICATIONS Professional qualifications such as CFA. MBA / Post Graduate degree in Economics and / or Finance or related discipline. EXPERIENCE REQUIRED Preferred - 2-4 years experience in the investment sector, with exposure in research writing BEHAVIOURAL SKILLS •Ability to learn job requirements quickly •Team working skills •Thought leadership •Self-motivated in achieving deadlines and targets

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).

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

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

We are seeking lead analysts from domestic sector who are working in Banking and NBFC Sector JOB DESCRIPTION / RESPONSIBILITIES 1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals.

Role & responsibilities These responsibilities are representative, and the role holder is also responsible for any other job assigned by the superior authorities from time to time. This section in not intended to be an exhaustive listing of all activities done by the role holder. It should capture only the key responsibilities of the role. The role would involve in-depth economics/financial markets research capabilities with a critical focus on currency and interest rates markets The candidate is expected to have close tracking experience of the Indian economy and a clear understanding of the dynamics of the Indian economy The role would involve writing regular reports, including thematic reports on macro economy issues, public policy and financial markets Understanding of global economic dynamics and drivers of global financial markets will be an added advantage The role will also involve regular client interaction

Experience required is less than 2.5 years. Research Analyst Job Description Role: The role involves supporting the equity research team of a buy-side firm Working with the CIO and Portfolio managers at client end and provide highly integrated research support Analysing and sharing insights on the sector and companies tracked (both public and private stocks) Handle bespoke research tasks, including preparing event updates, analysing IPOs/corporate actions, maintaining sector databases Build and maintain financial models for active and new positions Preparing questions for company management and coordination with sell-side brokers Regular interaction with brokers/ company management Support in thematic bottom-up research in stock selection as relationship evolves Prepare short investment notes based on analysis and provide clients with actionable insight Candidate Profile Prior knowledge of buy-side research mandatory Excellent communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Excellent financial modelling skills Good problem-solving skills Prior experience in guiding and mentoring junior team members will be advantageous MS Excel, MS Office tools, Bloomberg Mandatory Skills Financial Modelling, Equity Valuation, Equity Research, Fundamental Research Experience required is less than 2.5 years. Research Analyst Job Description Role: The role involves supporting the equity research team of a buy-side firm Working with the CIO and Portfolio managers at client end and provide highly integrated research support Analysing and sharing insights on the sector and companies tracked (both public and private stocks) Handle bespoke research tasks, including preparing event updates, analysing IPOs/corporate actions, maintaining sector databases Build and maintain financial models for active and new positions Preparing questions for company management and coordination with sell-side brokers Regular interaction with brokers/ company management Support in thematic bottom-up research in stock selection as relationship evolves Prepare short investment notes based on analysis and provide clients with actionable insight Candidate Profile Prior knowledge of buy-side research mandatory Excellent communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Excellent financial modelling skills Good problem-solving skills Prior experience in guiding and mentoring junior team members will be advantageous MS Excel, MS Office tools, Bloomberg Mandatory Skills Financial Modelling, Equity Valuation, Equity Research, Fundamental Research

Experience required is less than 2.5 years. Research Analyst Job Description Role: The role involves supporting the equity research team of a buy-side firm Working with the CIO and Portfolio managers at client end and provide highly integrated research support Analysing and sharing insights on the sector and companies tracked (both public and private stocks) Handle bespoke research tasks, including preparing event updates, analysing IPOs/corporate actions, maintaining sector databases Build and maintain financial models for active and new positions Preparing questions for company management and coordination with sell-side brokers Regular interaction with brokers/ company management Support in thematic bottom-up research in stock selection as relationship evolves Prepare short investment notes based on analysis and provide clients with actionable insight Candidate Profile Prior knowledge of buy-side research mandatory Excellent communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Excellent financial modelling skills Good problem-solving skills Prior experience in guiding and mentoring junior team members will be advantageous MS Excel, MS Office tools, Bloomberg Mandatory Skills Financial Modelling, Equity Valuation, Equity Research, Fundamental Research Roles and Responsibilities Experience required is less than 2.5 years. Research Analyst Job Description Role: The role involves supporting the equity research team of a buy-side firm Working with the CIO and Portfolio managers at client end and provide highly integrated research support Analysing and sharing insights on the sector and companies tracked (both public and private stocks) Handle bespoke research tasks, including preparing event updates, analysing IPOs/corporate actions, maintaining sector databases Build and maintain financial models for active and new positions Preparing questions for company management and coordination with sell-side brokers Regular interaction with brokers/ company management Support in thematic bottom-up research in stock selection as relationship evolves Prepare short investment notes based on analysis and provide clients with actionable insight Candidate Profile Prior knowledge of buy-side research mandatory Excellent communication skills and client relationship skills Strong understanding of finance and accounting concepts Attention to detail, ability to stretch and learn, high analytical rigor Excellent financial modelling skills Good problem-solving skills Prior experience in guiding and mentoring junior team members will be advantageous MS Excel, MS Office tools, Bloomberg Mandatory Skills Financial Modelling, Equity Valuation, Equity Research, Fundamental Research

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

Research Associate Research financial and market topics Help build structured financial datasets Strong interest in the financial markets and data-driven thinking Tinkered with Python and spreadsheets, Basic understanding of annual reports

1. Track equity & commodity markets, prepare pre/post-market reports. 2. Provide technical/fundamental insights, monitor global trends, create research studies. 3. Support sales with strategies, join webinars, and ensure SEBI compliance in research. Required Candidate profile 1. Graduate/Postgraduate in Finance, Economics, or related field. 2. NISM Series XV (Research Analyst) certification preferred or willing to obtain. 3. NISM Series VIII & XVI are an added advantage.

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