Buyside Equity Analyst BFSI

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking an experienced Equity Research Analyst to join a leading buy-side investment firm focused on the BFSI sector in Mumbai.

The role requires deep coverage of banking, NBFCs, insurance, and related financial services and demands strong financial modelling, valuation, and analytical abilities. Prior buy-side PMS/AMC/AIF experience is essential for success.

Qualifications

• 4–5+ years of equity research experience in BFSI.
• Mandatory buy-side experience with PMS/AMC/AIF/Family Office.
• Strong understanding of banking, NBFCs, insurance, and capital markets.
• Excellent financial modelling and valuation skills.

Responsibilities

• Conduct detailed fundamental research and financial analysis on BFSI companies.
• Build and maintain financial and valuation models for investment decisions.
• Generate actionable investment ideas supported by rigorous research and channel checks.
• Monitor industry trends, regulatory developments, and macro factors affecting BFSI.
• Prepare investment notes, earnings updates, and sector reports.

Skills

Financial modeling

Valuation

Accounting principles

Investment research methodologies

Written and verbal communication

Education

CFA

CA

MBA (Finance)

Job description

Position: Equity Research Analyst Buy Side (BFSI Sector)

Experience: 45+ Years

Location: Mumbai

Role Overview

We are looking for an experienced Equity Research Analyst to join a leading buy-side investment firm. The ideal candidate will have strong expertise in covering the Banking, Financial Services & Insurance (BFSI) sector and will be responsible for conducting in-depth fundamental research to support investment decisions across listed Indian equities.

Candidates must have prior experience working with a buy-side investment platform, such as a Portfolio Management Services (PMS), Asset Management Company (AMC), Alternative Investment Fund (AIF), Family Office, or a similar investment management firm.

Key Responsibilities

• Conduct detailed fundamental research and financial analysis on companies within the BFSI sector.
• Build and maintain financial models, valuation models, and investment frameworks.
• Generate actionable investment ideas backed by rigorous research and channel checks.
• Track industry trends, regulatory developments, macroeconomic factors, and company-specific events impacting the BFSI sector.
• Prepare investment notes, earnings updates, and sector reports.
• Meet with company management teams, industry experts, and other market participants to gain investment insights.
• Present investment recommendations to the investment committee and portfolio managers.
• Monitor portfolio holdings and provide timely updates on investment thesis and risks.
• Collaborate closely with the investment team to support portfolio construction and investment decisions.

Desired Candidate Profile

• 4–5+ years of relevant equity research experience covering the BFSI sector.
• Mandatory buy-side experience with a PMS, AMC, AIF, Family Office, or similar investment management platform.
• Strong understanding of banking, NBFCs, insurance, capital markets, and other financial services businesses.
• Excellent financial modelling, valuation, and analytical skills.
• Strong knowledge of financial statements, accounting principles, and investment research methodologies.
• Ability to independently generate investment ideas and articulate investment theses.
• Strong written and verbal communication skills.
• CFA, CA, MBA (Finance), or equivalent qualifications will be an added advantage.

Preferred Background

• Current or prior experience with a buy-side investment firm is mandatory.
• Experience covering listed Indian BFSI companies.
• Demonstrated track record of producing high-quality investment research and actionable recommendations.