AddressRole Investment Analyst | Grade: Associate Vice President / Vice President
Work Location : Mumbai
Reports to Head of Equities
- Research Analytics in PMS / Wealth Management / AMC (Mutual Funds) / Sell Side
- Research domain in Chemicals/ Pharma/ Materials/ Midcaps would be added advantage
- Manages 30-40 stocks across sectors.
- Has experience in managing small to mid-cap stocks. Experience in micro-cap stocks is not relevant.
- Demonstrates some decision-making ability. (This would be evaluated in depth during the interview)
Job Description :
- Understand the current broader equity market and sectoral trends.
- Assist Fund Manager/Fund Management Team in analyzing companies
- Create forward looking view on equity markets, IPOs, sectors and equities
- Client Portfolio Reviews and management of equity portfolios
- Liaison with wealth managers and provide support and analytics to W.M.s
- Analytics for Equity PMS and Client portfolios, and management of investment models
- Data and analytics from Bloomberg and Reuters
- Regular interaction with Investment and WM teams
- Prepare reports on companies, investment thesis
- Knowledge of Wealth Spectrum would be an added advantage.
- Help with macro analysis on economic data, global data, inflation, growth etc
- Prepare detailed presentations and reports on funds, investment outlook
Key Role Requirements :
Education : BA / MBA in Finance | CFA Level 1 preferred
Experience Minimum 7-8 years of relevant work experience in Equity Research
