Senior Equity Research Analyst

Fundamental Analyst – Equity Research

The analyst will evaluate companies, industries, and economic trends, translate research into differentiated strategies, and partner closely with relationship managers, sales, and advisory teams to enhance client portfolios.

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Key Responsibilities:

• Conduct fundamental analysis of companies, including financial modeling, valuation, and forecasting.
• Identify investment opportunities and generate actionable research recommendations for UHNI & Family Office portfolios.
• Track and analyze macroeconomic and industry trends impacting equity markets.
• Deliver differentiated research reports and presentations that support investment decisions.
• Collaborate with sales and advisory teams to align research insights with client portfolio strategies.
• Deliver high-quality coverage of assigned companies and sectors, with timely updates on earnings, market movements, and key events.
• Ensure research quality, accuracy, and compliance with internal and regulatory standards.
• Act as a subject matter expert in client interactions, supporting relationship managers in delivering superior advisory outcomes.

Key Skills & Competencies:

• Strong expertise in fundamental equity research, valuation methods, and financial modeling.
• In-depth understanding of capital markets listed companies, and macro-economic drivers.
• Proven ability to translate research into actionable portfolio strategies for UHNI & Family Office clients.
• Exceptional analytical, communication, and presentation skills.
• Ability to collaborate with cross-functional teams (Sales, Advisory, and Portfolio Managers).
• High attention to detail, with a focus on accuracy, timeliness, and compliance.

Qualifications

• MBA (Finance) / CFA / CA or equivalent.
• Prior experience in Equity Research, Investment Banking, or Consulting preferred.

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Regards,

Team HR