Equity Research Analyst

Entrust Family Office; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Entrust Family Office in Mumbai seeks an experienced Equity Research Analyst to join our team. You will independently generate investment ideas, cover sectors, build models, and publish actionable recommendations for UHNI clients.

The candidate should have 7–8 years of relevant experience in sell-side or buy-side research, with strong financial modeling, analytical skills, and excellent communication abilities.

Qualifications

• 7–8 years of relevant equity research experience.
• Experience covering sectors and companies; building financial models.
• Publish detailed investment notes and actionable recommendations.
• Strong communication and presentation skills.

Responsibilities

• Conduct in-depth fundamental research on listed companies across sectors.
• Build and maintain financial models, earnings forecasts, and valuation frameworks.
• Analyze annual reports, investor presentations, earnings calls, and industry reports.
• Publish research reports and stock recommendations.
• Present investment ideas to internal teams and clients.

Skills

Financial modeling

Valuation

Excel

PowerPoint

Bloomberg

Investment judgment

Education

Bachelor's degree in finance or related field

Tools

Bloomberg Terminal

FactSet

Ace Equity

Job description

Entrust Family Office is a leading Multi-Family Office committed to serving ultra-high-net-worth individuals (UHNI) and uber-wealthy families with a comprehensive range of financial and non-financial services, tailored to their unique needs.

Position Overview: Equity Research Analyst

We are seeking an experienced Equity Research Analyst to join our Mumbai office. The role requires a deep passion for investing, strong analytical capabilities, and the ability to independently generate investment ideas. The candidate should have prior experience covering sectors and companies, building financial models, conducting management interactions, and publishing actionable investment recommendations.

Job Title: Equity Research Analyst

Experience:

7-8 years of relevant experience, preferably in sell-side equity research, institutional broking, investment advisory, wealth management, PMS, mutual fund research, or buy-side research.

Key Responsibilities

• Conduct in-depth fundamental research on listed companies across assigned sectors and companies.
• Build and maintain detailed financial models, earnings forecasts, and valuation frameworks.
• Analyze annual reports, investor presentations, earnings calls, channel checks, industry reports, and competitor developments.
• Publish detailed research reports, investment notes, and stock recommendations.

Sector Coverage

• Maintain active coverage of assigned sectors and companies.
• Track industry trends, competitive dynamics, regulatory developments, and macroeconomic factors impacting covered sectors.
• Develop sector perspectives and identify emerging investment themes.

Stock Recommendations

• Generate high conviction Buy, Hold, and Sell recommendations.
• Monitor portfolio holdings and investment theses continuously.
• Recommend entry, exit, and position-sizing ideas based on risk-reward assessment.
• Review recommendations periodically and revise views based on changing fundamentals.
• Provide research support to portfolio managers and investment teams.
• Contribute to portfolio construction discussions and allocation decisions.
• Assist in identifying new investment opportunities and risk factors within existing holdings.
• Present investment ideas and sector outlooks to internal stakeholders and clients.
• Strong expertise in financial statement analysis and business model evaluation.
• Advanced financial modeling and valuation skills (DCF, Relative Valuation, SOTP, etc.).
• Strong proficiency in Excel, PowerPoint, and research databases.
• Experience using Bloomberg, FactSet, Ace Equity, or similar platforms.
• Independent thinker with strong investment judgment.
• Excellent communication and presentation skills.
• Strong attention to details

Educational Qualifications

• Strong academic track record with demonstrated interest in capital markets and investing.