Equity Research Specialist

360 ONE; Mumbai; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

360 ONE seeks an experienced Equity Research Specialist to evaluate, research, and recommend listed equity fund managers and investment strategies for inclusion on the firm's approved platform.

The role involves in-depth qualitative and quantitative assessment of investment managers, portfolio analysis, performance attribution, and interaction with leading fund managers to support product selection and fundraising initiatives.

Qualifications

• 8-10+ years of experience in equity research, manager research, or institutional investment analysis.
• Strong understanding of equity markets, portfolio construction, and investment strategies.
• Strong analytical, quantitative, and communication skills with the ability to form insights.

Responsibilities

• Conduct due diligence on domestic and global listed equity fund managers and investment strategies.
• Evaluate investment philosophy, portfolio construction, performance, and risk management.
• Perform portfolio analytics, performance attribution, and quantitative analysis.
• Analyse sectors, companies, and macroeconomic trends to assess portfolio attractiveness.
• Engage with fund managers and prepare investment recommendations for internal committees.
• Monitor approved managers and support product positioning and fundraising initiatives.

Skills

Equity research

Portfolio construction

Quantitative analysis

Communication skills

Education

CA/CFA/MBA Finance

Tools

Bloomberg

Morningstar Direct

Excel

PowerPoint

Job description

We are seeking an experienced Equity Research Specialist to evaluate, research,
and recommend listed equity fund managers and investment strategies for inclusion on

the firm's approved platform. The role involves in-depth qualitative and quantitative

assessment of investment managers, portfolio analysis, performance attribution, and

interaction with leading fund managers to support product selection and fundraising

initiatives.

Key Responsibilities

• Conduct due diligence on domestic and global listed equity fund managers and investment strategies.


• Evaluate investment philosophy, portfolio construction, performance, and risk management.


• Perform portfolio analytics, performance attribution, and quantitative analysis.


• Analyse sectors, companies, and macroeconomic trends to assess portfolio


• Engage with fund managers and prepare investment recommendations for internal committees.


• Monitor approved managers and support product positioning and fundraising initiatives.

Desired Candidate Profile

• 8-10+ years of experience in equity research, manager research, or institutional investment analysis.


• Strong understanding of equity markets, portfolio construction, and investment strategies.


• Strong analytical, quantitative, and communication skills with the ability to form

Educational Qualifications

• CA, CFA Charter holder (or advanced candidate), or MBA (Finance) from a reputed institution.

Preferred Skills

• Proficiency in Excel, PowerPoint, Bloomberg, Morningstar Direct, and portfolio