Analyst – Equity Research – Retail – CA/CFA

Hireex Consultants; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A financial consulting firm in Mumbai is seeking an Equity Research Analyst to conduct in-depth research and analysis focusing on sectors relevant to retail investors. The ideal candidate will prepare financial models and provide actionable insights. Candidates should have an MBA, CA, or CFA with 2-4 years of relevant experience. Strong communication skills and a knack for explaining complex concepts to non-expert clients are essential for this role.

Qualifications

• 2-4 years of experience in equity research, particularly in retail-focused investment strategies.
• Knowledge of the retail investment landscape, including risk tolerance and investment objectives.
• Proficient in using financial databases and research platforms.

Responsibilities

• Conduct in-depth research and analysis on listed companies.
• Prepare detailed financial models and company reports.
• Provide insights into market trends and investment strategies for retail investors.

Skills

Financial modeling

Market analysis

Communication skills

Analytical abilities

Attention to detail

Research proficiency

Education

MBA / CA / CFA or equivalent

Tools

Microsoft Excel

Job description

Overview

Job Title: Equity Research Analyst – Retail Desk

Department: Equity Research | Location: Mumbai

Responsibilities

• Conduct in-depth research and analysis on listed companies, focusing on sectors relevant to retail investors.
• Prepare detailed financial models, company reports, and industry analysis to support investment recommendations for retail clients.
• Provide insights into market trends, stock performance, and investment strategies tailored for retail investors.
• Regularly update research reports, monitor market developments, and make adjustments to investment recommendations as needed.
• Present investment ideas and recommendations in a clear and concise manner, ensuring they are easily understandable for retail clients.
• Respond to client queries, providing market updates and explaining research findings in layman’s terms.
• Track key economic indicators, news, and events that could impact the performance of retail investor portfolios.
• Collaborate with sales and trading teams to provide actionable insights and facilitate the execution of client trades.
• Maintain a strong understanding of the retail client base and their specific investment needs, adjusting research accordingly.
• Ensure compliance with regulatory requirements and internal standards in all research outputs.

Qualifications

• MBA / CA / CFA or equivalent with 2-4 years of experience in equity research, particularly in retail-focused investment strategies.
• Strong proficiency in financial modeling, company valuation techniques, and market analysis.
• Knowledge of the retail investment landscape, including risk tolerance, product preferences, and investment objectives.
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts to non-expert clients.
• Strong analytical abilities and attention to detail, with a passion for research and staying updated on market trends.
• Proficient in using financial databases, research platforms, and Microsoft Excel for modeling and analysis.
• Ability to work independently, meet deadlines, and manage multiple research projects simultaneously.
• Deep understanding of regulatory frameworks and compliance guidelines governing equity research.