Junior Analyst -Equity Research

Job Title:

Junior Analyst -Equity Research

Reporting To:

Equity Research Team

About Finnovate:

Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

https://www.finnovate.in/services/financial-planning-for-doctors/

Location:

Mumbai (Andheri-East)

Employment Type:

The first 6 months will be an internship, followed by full-time confirmation based on performance.

Key Responsibilities:

• Conduct preliminary and in-depth research on assigned companies, sectors, portfolio stocks, and broader economic trends.
  
• Assist senior analysts in comprehensive company and industry analysis for HNI-focused investment strategies.
  
• Develop, update, and maintain detailed financial models, forecasts, and valuation frameworks to support investment decisions.
  
• Track quarterly results, earnings announcements, corporate events, concalls, and key market developments.
  
• Listen to management concalls and prepare concise summaries, earnings notes, and event updates.
  
• Prepare high-quality research documents, including Initiating Coverage reports, sector/thematic reports, company updates, and internal presentations.
  
• Analyse financial statements to identify key business drivers, risks, competitive positioning, and growth opportunities.
  
• Benchmark companies against peers using valuation multiples, operational metrics, and industry indicators.
  
• Maintain and update internal databases, dashboards, sector trackers, and research repositories.
  
• Collaborate with company management teams and industry participants for data gathering, insights, and follow-ups.
  
• Ensure timely, accurate, and well-documented research inputs for senior analysts and the investment team.
  

· Build detailed financial models from scratch and update them on a quarterly basis based on company results, guidance, and management commentary.

Skills Required:

· Must possess fundamental knowledge of the stock market, with in-depth understanding of specified sectors, as well as proficiency in financial statements, ratios, Microsoft Word, and Excel.

· Excellent writing and communication skills are pre-requisites.

· Ability to work effectively with a results-oriented focus and a highly disciplined approach to meeting objectives.

· Good organizational skills, including the ability to coordinate, prioritize, and manage multiple activities.

· Build detailed financial models from scratch and update them on a quarterly basis based on company results, guidance, and management commentary.

Educations Qualifications

• Bachelor’s degree in Finance/Commerce/Economics or related field.
  

• Candidates pursuing or holding CFA (any level) or NISM-Series XV (Research Analyst) certification will be preferred

Additional Advantage:

• Internship experience in equity research, financial analysis, investment banking, or related domain.
  

Working Days

Monday to Friday

(Second & Fourth Saturdays off)

Working Time

8.30am to 5.30pm

9.30 am to 6.30pm