Equity Research Analyst

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

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai seeks an experienced Analyst Equity Research to join the investment team. The role requires 5-10 years of experience, with a focus on bottom-up fundamental stock analysis across Indian equities and strong communication skills to present research findings.

You will build sector rotation strategies, analyze macro trends, and deliver investment rationale notes and decks for clients and internal stakeholders.

Qualifications

• MBA / CFA / CA or equivalent qualification preferred.
• 5–10 years of experience with 4–5 years tracking Indian equities.
• Strong foundation in bottom-up fundamental stock analysis.
• Ability to develop sector rotation strategies and investment theses.

Responsibilities

• Conduct bottom-up fundamental stock analysis across 2–3 sectors.
• Develop sector rotation models aligned with investment objectives.
• Prepare investment rationale notes, presentations and decks.
• Present investment ideas and outlook in meetings with stakeholders.

Skills

Equity Research

Macro Research

Financial Modeling

Valuation Techniques

Sector Analysis

Presentation Skills

MS PowerPoint

Excel

Client Interaction

Education

MBA / CFA / CA or equivalent

Tools

Bloomberg Terminal

MS Excel

MS PowerPoint

Job description

Job Title: Analyst Equity Research

Experience: 5-10 Years (Minimum 4-5 years tracking Indian Equities)
Location: Mumbai

Role Overview:

We are seeking an experienced Analyst with strong expertise in Equity Research to join our investment team. The ideal candidate will play a key role in conducting bottom-up fundamental stock analysis across 2-3 sectors as well as developing sector rotation strategies and delivering actionable insights to support portfolio decisions. This role requires a blend of analytical rigor, strategic thinking and excellent communication skills to articulate research findings through investment rationale notes, presentations and client interactions.

Key Responsibilities:

• Bottom-Up Stock Picking & Analysis:
  • Conduct detailed fundamental analysis of companies including business analysis, financial modeling, valuation, and competitive benchmarking.
  • Identify high-conviction investment ideas within assigned 2-3 sectors.
• Sector Rotation Strategies:
  • Analyze macroeconomic trends and market cycles to identify sector rotation opportunities. Develop and maintain sector allocation models aligned with investment objectives.
• Communication & Client Engagement:
  • Prepare high-quality investment rationale notes, presentations, and investment decks for internal and external stakeholders.
  • Present investment ideas and outlook in internal & external meetings.

Key Skills & Competencies:

• Strong expertise in Equity Research and Macro Research.
• Proficiency in financial modeling, valuation techniques, and sector analysis.
• Ability to interpret macro data and translate insights into actionable strategies.
• Excellent presentation skills and ability to articulate complex ideas clearly.
• Advanced proficiency in MS PowerPoint, Excel, and tools (Bloomberg etc).
• Strong communication and interpersonal skills for client-facing interactions.

Educational Qualification:

• MBA / CFA / CA or equivalent qualification preferred.