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Buy-side Equity Analyst - Small-cap portfolio (Flexi-cap PMS)

Mumbai, Maharashtra, India

3 years

None Not disclosed

On-site

Full Time

Firm profile: The firm is India's first new-age multi-family office and asset management firm built exclusively for the top 0.01% founders, operators and value creators. The firm's venture is backed by one of the largest Asian Venture Capital Funds in the world, top 0.01% percentile investors from India, including the founders of top unicorns and listed companies. Location : Powai, Mumbai Reporting To : Fund Manager Job Summary: The firm is looking for a highly motivated Buy-side Equity Analyst to support their Small-Cap Portfolio Management Services (PMS) strategy. The ideal candidate will be responsible for conducting in-depth research on small-cap companies, attending AGMs, analyst meets, and company conference calls, and identifying high-growth investment opportunities. The analyst will work closely with the Fund Manager to generate high-conviction investment ideas based on fundamental and sectoral research. Key Responsibilities: Investment Research & Stock Analysis ● Conduct fundamental, sectoral, and thematic research on small-cap companies to identify long-term investment opportunities. ● Develop detailed financial models, earnings projections, and valuations using DCF, relative valuation, and other methodologies. ● Track and analyze quarterly results, management guidance, and key financial metrics to assess investment performance. ● Stay updated on macro trends, government policies, and global factors affecting small-cap businesses. Company Interactions & Due Diligence ● Attend AGMs, investor meets, and company conference calls to interact with management teams, CFOs, and promoters. ● Conduct primary research through channel checks, supplier and competitor interactions, and industry expert meetings. ● Develop insightful investment notes capturing key takeaways from these meetings. Market Monitoring & Idea Generation ● Track and analyze market movements, sectoral trends, and corporate actions impacting the small-cap space. ● Maintain a strong pipeline of stock ideas and present investment theses to the Fund Manager. ● Identify emerging business models, disruptive trends, and potential turnaround stories. Portfolio Monitoring & Risk Assessment ● Continuously monitor existing portfolio holdings, identifying risks such as corporate governance concerns, promoter pledging, or earnings deterioration. ● Assess liquidity risks and trading dynamics specific to small-cap stocks. ● Contribute to risk management strategies, including position sizing and exit plans. Stakeholder & Reporting Responsibilities ● Prepare investment notes, sector reports, and earnings updates for internal and external stakeholders. ● Present research findings to the investment committee and participate in portfolio discussions. ● Support client reporting by providing analysis and rationale for portfolio changes. Key Requirements: Qualifications & Experience ● Chartered Financial Analyst (CFA), CA, MBA (Finance) from a top-tier institution. ● 3+ years of experience in PMS, with a strong focus on small-cap stocks (Preferred PMS mentioned below) . ● Expertise in value investing is essential. ● Prior experience of tracking multiple sectors is preferable. ● Must possess and demonstrate strong critical thinking, analytical, research, communication, and writing abilities. ● Should possess a high degree of independence, diligence, and trustworthiness, complemented by strong leadership abilities. ● Demonstrates high levels of integrity and has an impeccable track record in adhering to regulatory requirements. Compensation ● Fixed (15 LPA - 25 LPA) + Performance-Linked Bonus Preferred PMS (Candidates from the below listed PMSs will be given a preference)  - Aequitas - Alchemy Capital Management - ALFAccurate - Ambit - Anand Rathi - Asit C Mehta - ASK Investment Management - l p - BugleRock - Buoyant - Carnellian - Counter Cyclical Investments - Equirus - Girik - Globe Capital - Green Lantern - Green Portfolio - InCred - ithought - ITUS Capital - Karma Capital - Molecule - Negen - Nine Rivers - NJ Asset Management - Oaklane - Sage One - Sameeksha Capital - Samvitti Capital - SOIC - Solidarity - Stallion - Unifi - Unique Asset - Vallum Capital - Valuequest - WhiteOak

Chartered Accountant – Taxation & Audit

Mumbai, Maharashtra, India

2 years

None Not disclosed

On-site

Full Time

Job Title: Chartered Accountant – Taxation & Audit Location: CBD Belapur, Navi Mumbai Job Type: Full-time Experience: CA with up to 2 years of experience Department: Direct & Indirect Taxation and Auditing Firm profile : CA Firm into Direct & Indirect Tax compliance, Statutory & Tax Audits Workdays : Monday to Saturday (2nd Saturday Off) Work Timings : 10:00 AM – 6:30 PM Preferred Candidates From : Belapur, Panvel, Kharghar, Vashi, or Navi Mumbai Job Summary: The firm is looking for a recently qualified Chartered Accountant to join their Taxation & Audit team. The role offers exposure to a wide range of professional services including Direct & Indirect Tax compliance, Statutory Audits, and Tax Audits. This is an excellent opportunity to build a strong foundation in core areas of accounting and regulatory compliance. Key Responsibilities: Preparation and filing of Income Tax Returns, TDS Returns, and GST Returns (GSTR-1, GSTR-3B, etc.) Maintain organized records and adhere to filing deadlines Assist in Tax Audit processes including preparation of Form 3CD and related documentation Support in Statutory Audit assignments – performing audit procedures, ledger scrutiny, and preparation of audit working papers Coordinate with clients for data collection, query resolution, and timely compliance Stay updated with latest amendments in Direct Tax, GST, and audit standards Draft and assist in replies to tax notices and support in handling tax assessments Managing and developing team of article trainees and middle level employees Desired Candidate Profile: Qualified Chartered Accountant (0–2 year post-qualification experience) Good understanding of Income Tax Act, GST law, and audit procedures Familiarity with accounting and tax software (e.g., Tally, SAP, Zoho, MS office applications, WINMAN, GST portal, Income Tax Utility) Strong analytical and problem-solving skills Ability to work independently in a team environment What to expect: Exposure to a wide range of clients and industries Mentorship from experienced professionals Opportunity to develop technical and professional skills Growth path within the firm

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