Equity Research Analyst – Buy Side Break into bfsi

The Corporate Institute; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

The Corporate Institute in Mumbai invites applications for a Buy-Side Equity Research Analyst. You will conduct in-depth fundamental research on listed Indian companies, build robust financial models, and generate actionable investment ideas to support portfolio decisions.

Ideal candidates have 3–8 years of experience in buy-side research or related investment roles, with strong Excel, Bloomberg, and valuation skills, and an MBA/CA/CFA or equivalent qualification.

Qualifications

• MBA (Finance) or equivalent qualification required.
• CA or CFA (completed) with relevant certifications.
• Strong analytical capabilities and financial modelling/valuation skills.
• Experience in Buy-Side equity research or related investment platforms preferred.

Responsibilities

• Conduct detailed fundamental research on listed companies across sectors.
• Build and maintain integrated financial models and valuation models (DCF, Relative Valuation, SOTP, etc.).
• Generate high-conviction investment ideas backed by thorough research and analysis.
• Prepare detailed company reports, investment notes, sector updates, and earnings reviews.
• Monitor portfolio holdings and track key business, industry, and macroeconomic developments.
• Analyse quarterly results, annual reports, investor presentations, conference calls, and regulatory announcements.
• Meet company management teams and attend investor conferences as required.
• Support portfolio managers with research inputs and investment recommendations.
• Stay updated on market trends and emerging investment opportunities.

Skills

Analytical skills

Financial modelling

Valuation

Equity markets knowledge

Education

MBA (Finance)

CA

CFA (completed)

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

Refinitiv

Job description

Job Title: Buy-Side Equity Research Analyst

Location: Mumbai

Experience: 3-8 Years

Role Overview:

We are looking for a dynamic and research-oriented Buy-Side Equity Research Analyst to join a leading Mutual Fund platform. The ideal candidate will be responsible for conducting in-depth fundamental research on listed companies, generating actionable investment ideas, and supporting the investment team in portfolio decision-making. The role requires strong analytical capabilities, expertise in financial modelling and valuation, and a sound understanding of Indian equity markets.

Key Responsibilities:

• Conduct detailed fundamental research on listed companies across sectors.
• Build and maintain integrated financial models and valuation models (DCF, Relative Valuation, SOTP, etc.).
• Generate high-conviction investment ideas backed by thorough research and analysis.
• Prepare detailed company reports, investment notes, sector updates, and earnings reviews.
• Monitor portfolio holdings and track key business, industry, and macroeconomic developments.
• Analyse quarterly results, annual reports, investor presentations, conference calls, and regulatory announcements.
• Meet company management teams, attend investor conferences, and conduct channel checks where required.
• Support portfolio managers and the investment team with research inputs and investment recommendations.
• Stay updated on market trends, sector developments, and emerging investment opportunities.

Desired Candidate Profile:

• MBA (Finance), CA, CFA (completed), or an equivalent qualification.
• 3-8 years of experience in Buy-Side Equity Research, PMS, AMC, AIF, Wealth Management, Family Office, or Institutional Equity Research.
• Strong understanding of financial statement analysis, business fundamentals, and valuation methodologies.
• Hands‑on experience in financial modelling and equity valuation.
• Ability to independently analyse companies and generate investment recommendations.
• Excellent analytical, communication, and presentation skills.
• High attention to detail with a disciplined and research-driven approach.
• Proficiency in Excel, PowerPoint, Bloomberg, Capital IQ, Refinitiv, or similar financial databases is preferred.

Preferred Background:

• Candidates with prior experience in buy‑side research within mutual fund firms, PMS, AMCs, AIFs, family offices, or institutional investment platforms will be preferred.