Equity Research Analyst

JobItUs; Kolkata District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Jobitus is seeking an experienced Family Office Head & Investment Analyst in Kolkata to lead equity research, financial modelling, and client-facing presentations. The role emphasizes building and updating valuation models, interpreting financial statements, and delivering research-driven recommendations.

The candidate should have 4–6 years in equity markets, familiarity with major databases, and strong communication skills.

Qualifications

• Candidate should have good analytical capabilities.
• Strong accounting and financial skills required.
• Advanced Excel and PowerPoint skills needed.
• Familiarity with research software like Capital-line, Bloomberg, Reuters.
• Excellent communication and networking abilities.
• Ability to work in self-managed, entrepreneurial environment and should be a good team player.

Responsibilities

• Build and maintain financial models and databases.
• Prepare initiation notes, quarterly result update notes, and event update notes.
• Interpret Balance Sheet and P&L statements.
• Develop in-depth valuation models for stocks including revenue and cost drivers.
• Create PowerPoint presentations for client pitches.
• Write quarterly reports covering quarterly results and monthly company updates.
• Conduct sector analysis and prepare research reports with actionable insights.
• Recommend stock ideas backed by solid research.

Skills

Analytical capabilities

Accounting and financial skills

Advanced Excel

PowerPoint

Communication & Relationship

Independent / self-managed

High-pressure environment

Data extraction / databases

Industry research capability

Education

Graduate in Commerce

B.COM/M.COM/CA/CFA/MBA (Finance)

Tools

Capital-line

Bloomberg

Reuters

Job description

• Understands deep value investing and long term vision. Ability to work independently with limited guidance or day-to-day oversight. Ability to work in a high-pressure environment. Ability to multi-task and work with a Can-Do attitude.
• Strong ethics and integrity.
• Building financial models, building & maintaining databases, preparing initiation note, quarterly result update note and event update note.
• Interpretation of Balance sheet, Profit and Loss statements
• Researching Indian and International companies across sectors.
• Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology and looking at return metrics– before investing in a company.
• Deep industry research capability across sectors like banking, financial services, pharma, consumer, IT and technology.
• Maintaining DCF models for each company, updating them each quarter. Working independently to form a view on a company and deliver models.
• Good understanding of Accounting policies, Tax policies, and ability to project balance sheet, profit and loss numbers for a company.
• Writing Notes for IPO, quarterly earnings.
• Creating Power point presentations for pitching a company to client.
• Learning data extraction software used for equity research and mutual fund research. Providing data and charts, as and when needed by management.
• Accuracy with data and advanced excel skills needed.
• Excellent communication skills and people skills. Comfort in pitching to clients.
• Ability to carry out Ratio Analysis
• Analyzing companies in the sector and to aid in preparing research reports with maximum Impact.
• Track the companies across sector.
• Analyzing and synthesizing research findings to develop valuable insights and strategic recommendations for clients.
• Recommending stock ideas backed up by sound, reliable and logical research.
• Detailed review of financial statements, estimates and projections.
• Write quarterly reports covering quarterly results.
• Company updates on a monthly basis covering major developments during the month.
• Developing in-depth valuation models for stocks which includes building and forecasting revenue and cost drivers, carrying out industry research, valuation using various techniques, scenarios analysis etc.

Skills and Experience:- Candidate should have good analytical capabilities- Strong Accounting and Financial skills- Advanced level of Excel knowledge and PowerPoint Presentation- Familiarity with research software like Capital-line, Bloomberg, Reuters, etc- Excellent communication, Relationship management and Networking skills- Ability to work in a self-managed, entrepreneurial environment and should be a good team player

Desired Candidate Profile

• Graduate in Commerce
• B.COM/M.COM/CA/CFA/MBA (Finance)
• Relevant experience of 4 to 6 years in Equity Markets. Experience in PMS will have an edge.
• Knowledge of databases like Bloomberg, Reuter etc.

Role: Family Office Head & Investment Analyst

Department: Finance & Accounting

Employment Type: Full Time, Permanent Role Category: Finance