Equity Research Analyst

Allvest Securities Pvt. Ltd.; Kurla; On-site; INR 1,500,000 - 2,700,000; Full time

Job summary

Allvest Securities Pvt. Ltd. in India seeks an experienced equity research professional to analyze listed equities, assess industry trends, and support investment decisions. You will evaluate financial statements, build financial models, and communicate findings to internal teams and clients.

The role requires 5–10 years in sector analysis, preferably in an equity broking environment, with strong valuation skills and CFA qualifications preferred.

Qualifications

• Bachelor's or postgraduate degree in Finance, Economics, Business Administration or related field.
• CFA Level II or III qualification preferred.
• 5–10 years of experience in sector analysis, equity research, or related field, preferably within an equity broking firm.
• Prior experience with financial institutions, investment firms, consulting firms, or corporate finance teams preferred.
• Analyze financial statements, business models and strategic initiatives of companies.
• Assess company performance, profitability, growth potential, market trends, competitive dynamics and risk factors.
• Build and maintain dynamic financial models including income statements, balance sheets, cash flow projections and key metrics.
• Evaluate macroeconomic, geopolitical, regulatory and technological factors on sector/stock performance.
• Strong understanding of valuation methodologies, including DCF and multiples.
• Basic knowledge of technical analysis including moving averages.
• Maintain integrity and objectivity in research outputs.
• Interact with management in earnings calls, investor meetings and roadshows.

Responsibilities

• Conduct detailed analysis of listed equities and make investment recommendations.
• Research and evaluate industry trends, company performance, market dynamics, competitive landscape, and risk factors to support investment decisions.
• Analyze financial statements including P&L, Balance Sheet, and Cash Flow statements.
• Demonstrate strong analytical skills and understanding of multiple sectors.
• Communicate research findings and investment ideas to internal teams and external clients.
• Role may expand to Buy-Side Research responsibilities in the future.
• Work independently, manage multiple priorities in a fast-paced environment.
• Collaborate with analysts and departments to integrate sector insights into investment strategies.

Skills

Equity research

Financial analysis

Valuation methods

Financial modeling

Communication of research

Education

Bachelor's or PG in Finance/Economics/Business Admin

CFA Level II or III

Tools

DCF valuation

Technical analysis basics

Job description

• Conduct detailed analysis of listed equities and make investment recommendations.


• Research and evaluate industry trends, company performance, market dynamics, competitive landscape, and risk factors to support investment decisions.


• Analyze financial statements, including Profit & Loss, Balance Sheet, and Cash Flow statements.


• Demonstrate strong analytical skills and a robust understanding of multiple sectors.


• Effectively communicate research findings and investment ideas to internal teams and external clients.


• The role may be expanded in the future to include Buy-Side Research responsibilities.


• Work independently, manage multiple priorities, and operate effectively in a fast-paced environment.


• Collaborate closely with analysts and other departments, including Trading, Sales, and Technology, to integrate sector insights into broader investment strategies.

Qualifications & Experience

• Bachelor's / Postgraduate degree in Finance, Economics, Business Administration, or related field.


• CFA Level II or III qualification will be preferred.


• 5–10 years of experience in sector analysis, equity research, or a related field, preferably within an equity broking firm.


• Prior experience with financial institutions, investment firms, consulting firms, or corporate finance teams will be preferred.


• Analyze financial statements, business models, and strategic initiatives of companies.


• Assess company performance, profitability, growth potential, market trends, competitive dynamics, and risk factors.


• Build and maintain dynamic financial models, including income statements, balance sheets, cash flow projections, and key financial metrics and ratios.


• Evaluate the impact of macroeconomic factors, geopolitical developments, regulatory changes, and technological advancements on sector and stock performance.


• Strong understanding of valuation methodologies, including DCF and multiple-based valuations.


• Basic knowledge of technical analysis, including moving averages.


• Maintain a high level of integrity and objectivity in all research outputs.


• Interact with company management, including participation in earnings calls, investor meetings, and roadshows.

Research Reports & Presentation

• Prepare comprehensive research reports and sector analyses with clear outlooks and investment recommendations.


• Present research findings and investment ideas to internal teams and external clients.


• Our current focus is on HNI & UHNI clients; therefore, the candidate should be able to communicate investment ideas clearly and convincingly to sophisticated investors.


• Research quality should meet the standards expected by discerning institutional investors.

Note: Candidates with relevant experience in Stock Broking / Equity Research firms will be preferred.