Buy Side Equity Research Analyst

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai seeks a Buy-Side Equity Research Analyst with 3–8 years of experience to conduct in-depth fundamental research on listed companies, build robust financial models, and generate actionable investment ideas to assist portfolio decisions.

The role requires strong analytical capabilities, expertise in modelling and valuation, and a sound understanding of Indian equity markets. Proficiency in Excel, PowerPoint and major databases is preferred.

Qualifications

• MBA (Finance), CA, CFA (completed) or equivalent qualification.
• 3–8 years of Buy-Side Equity Research experience in PMS/AMC/AIF/family offices or institutional equity research.
• Strong understanding of financial statement analysis, business fundamentals and valuation methodologies.
• Hands-on experience in financial modelling and equity valuation.
• Ability to independently analyse companies and generate investment recommendations.

Responsibilities

• Conduct detailed fundamental research on listed companies across sectors.
• Build and maintain integrated financial models and valuation models (DCF, Relative Valuation, SOTP, etc.).
• Generate high-conviction investment ideas backed by thorough research and analysis.
• Prepare detailed company reports, investment notes, sector updates, and earnings reviews.
• Monitor portfolio holdings and track key business, industry, and macroeconomic developments.
• Analyse quarterly results, annual reports, investor presentations, conference calls, and regulatory announcements.
• Meet company management teams, attend investor conferences, and conduct channel checks where required.
• Support portfolio managers and the investment team with research inputs and investment recommendations.
• Stay updated on market trends, sector developments, and emerging investment opportunities.

Skills

Analytical skills

Financial modelling

Valuation

Industry research

Education

MBA (Finance), CA, CFA (completed) or equivalent

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

Refinitiv

Job description

Job Title: Buy-Side Equity Research Analyst

Location: Mumbai
Experience: 3-8 Years

Role Overview

We are looking for a dynamic and research-oriented Buy-Side Equity Research Analyst to join a leading Mutual Fund platform. The ideal candidate will be responsible for conducting in-depth fundamental research on listed companies, generating actionable investment ideas, and supporting the investment team in portfolio decision-making.

The role requires strong analytical capabilities, expertise in financial modelling and valuation, and a sound understanding of Indian equity markets.

Key Responsibilities

• Conduct detailed fundamental research on listed companies across sectors.
• Build and maintain integrated financial models and valuation models (DCF, Relative Valuation, SOTP, etc.).
• Generate high-conviction investment ideas backed by thorough research and analysis.
• Prepare detailed company reports, investment notes, sector updates, and earnings reviews.
• Monitor portfolio holdings and track key business, industry, and macroeconomic developments.
• Analyse quarterly results, annual reports, investor presentations, conference calls, and regulatory announcements.
• Meet company management teams, attend investor conferences, and conduct channel checks where required.
• Support portfolio managers and the investment team with research inputs and investment recommendations.
• Stay updated on market trends, sector developments, and emerging investment opportunities.

Desired Candidate Profile

• MBA (Finance), CA, CFA (completed), or an equivalent qualification.
• 3-8 years of experience in Buy-Side Equity Research, PMS, AMC, AIF, Wealth Management, Family Office, or Institutional Equity Research.
• Strong understanding of financial statement analysis, business fundamentals, and valuation methodologies.
• Hands-on experience in financial modelling and equity valuation.
• Ability to independently analyse companies and generate investment recommendations.
• Excellent analytical, communication, and presentation skills.
• High attention to detail with a disciplined and research-driven approach.
• Proficiency in Excel, PowerPoint, Bloomberg, Capital IQ, Refinitiv, or similar financial databases is preferred.

Preferred Background

Candidates with prior experience in buy-side research within mutual fund firms, PMS, AMCs, AIFs, family offices, or institutional investment platforms will be preferred.