Buy Side Equity Research Analyst

Intellectual Capital HR Consulting Pvt. Ltd.; Delhi; On-site; INR 2,400,000 - 4,200,000; Full time

Job summary

Mutual Fund Platform in Mumbai is seeking a Buy-Side Equity Research Analyst with 3-8 years of experience to conduct fundamental research on listed companies and generate investment ideas. You will build and maintain models, prepare investment notes, and support portfolio decisions.

The role requires strong financial analysis, valuation skills, and proficiency with Bloomberg/Capital IQ/Refinitiv. Collaboration with investment teams and management meetings are expected.

Qualifications

• 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 Bloomberg, Capital IQ, Refinitiv, or similar financial databases is preferred.

Responsibilities

• Conduct detailed fundamental research on listed companies across sectors.
• Build and maintain 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

Financial modelling

Equity valuation

Fundamental analysis

Research

Communication

Excel

PowerPoint

Analytical thinking

Presentation skills

Attention to detail

Education

MBA (Finance)

CA/CFA completed

Tools

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.