Equity Research Analyst

Freelancer Rakshita; Bengaluru; On-site; INR 400,000 - 800,000; Full time

Job summary

Freelancer Rakshita in Bengaluru is seeking a research-focused professional to analyze Indian equities using a bottom-up approach and to build robust financial models. The role involves evaluating quarterly results, annual reports, and investor materials, tracking portfolio holdings, and updating investment theses with risk and trigger insights.

The candidate will screen for new ideas across mid- and small-cap names, prepare concise research reports, and monitor macro trends and regulatory

Responsibilities

• Research listed Indian equities across sectors, using a bottom-up, fundamentals-led approach.
• Build and maintain detailed financial models (DCF, relative valuation, scenario analysis) and investment notes.
• Analyse quarterly results, annual reports, earnings call transcripts and investor presentations, and flag key changes in business performance and guidance.
• Track existing portfolio holdings and update the investment thesis, risks and triggers.
• Screen for new ideas, including mid- and small-cap companies, special situations and emerging themes.
• Prepare concise research reports and presentations for the family.
• Monitor macro trends, sector developments and regulatory changes that affect the portfolio.
• Help with portfolio reporting, performance attribution and risk monitoring.

Job description

• Research listed Indian equities across sectors, using a bottom-up, fundamentals-led approach.
• Build and maintain detailed financial models (DCF, relative valuation, scenario analysis) and investment notes.
• Analyse quarterly results, annual reports, earnings call transcripts and investor presentations, and flag key changes in business performance and guidance.
• Track existing portfolio holdings and update the investment thesis, risks and triggers.
• Screen for new ideas, including mid- and small-cap companies, special situations and emerging themes.
• Prepare concise research reports and presentations for the family.
• Monitor macro trends, sector developments and regulatory changes that affect the portfolio.
• Help with portfolio reporting, performance attribution and risk monitoring.