Equity Research Analyst

Planify Capital Limited; Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Planify Capital Limited in Gurugram is seeking a highly skilled financial analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.

The role involves building financial models, evaluating investment opportunities, and presenting findings to senior management while collaborating with cross-functional teams to drive financial planning and budgeting

Qualifications

• Must have completed CFA Level 3.
• Minimum of 2-3 years of experience in financial analysis or a related field.
• Strong analytical skills and attention to detail.
• Proficiency in financial modeling and data analysis tools.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.

Responsibilities

• Conduct in-depth financial analysis to support strategic decision-making.
• Prepare detailed financial models and forecasts.
• Analyze investment opportunities and assess their potential risks and returns.
• Collaborate with cross-functional teams to drive financial planning and budgeting processes.
• Present findings and recommendations to senior management.
• Monitor market trends and economic conditions to provide insights for investment strategies.
• Ensure compliance with regulatory requirements and internal policies.

Skills

CFA Level 3

Financial modeling

Financial analysis

Data analysis

Communication skills

Portfolio management

Tools

Excel

Financial modeling tools

Job description

Job Description

We are seeking a highly skilled financial analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.

Job Description

We are seeking a highly skilled financial analyst to join our team. The ideal candidate will have completed CFA Level 3 and possess a minimum of 5 years of relevant experience in financial analysis, investment strategy, and portfolio management.

Key Responsibilities

• Conduct in-depth financial analysis to support strategic decision-making.
• Prepare detailed financial models and forecasts.
• Analyze investment opportunities and assess their potential risks and returns.
• Collaborate with cross-functional teams to drive financial planning and budgeting processes.
• Present findings and recommendations to senior management.
• Monitor market trends and economic conditions to provide insights for investment strategies.
• Ensure compliance with regulatory requirements and internal policies.

Qualifications

• Must have completed CFA Level 3.
• Minimum of 2-3 years of experience in financial analysis or a related field.
• Strong analytical skills and attention to detail.
• Proficiency in financial modeling and data analysis tools.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.

Industry

• Investment Banking

Employment Type

Full-time

Skills: dcf evaluation,research,financial analysis,analytical skills,investment,due diligence