Fundamental Research Analyst

SMC Investments; India; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

SMC Investments in India is seeking an equity research professional with 2-4 years' experience in equity research, event-driven or corporate action-based investing. You will track corporate actions across listed Indian equities and evaluate their impact on fundamentals, valuation, liquidity, and governance to identify alpha-generating opportunities.

You will build financial and event models, prepare investment theses, present to portfolio managers and the investment committee, monitor regulatory

Qualifications

• Strong financial modeling, valuation, and scenario-analysis skills; proficiency in Excel and large data handling
• Good understanding of Indian equity markets, SEBI/exchange rules on corporate actions, and basic corporate governance principles
• Ability to conduct independent research, synthesize multi-source information, and convert it into actionable investment ideas
• Excellent written & verbal communication, including preparation of concise notes and crisp presentations for senior investment professionals
• High attention to detail, intellectual curiosity, and a strong sense of timely execution in fast-moving event situations

Responsibilities

• Track and analyze corporate actions & special situations across listed Indian equities (market cap = 1,000 crore) including buybacks, OFS, delistings, mergers, demergers, open offers, fund-raising, and promoter stake changes
• Evaluate the impact of events on business fundamentals, valuation, liquidity, and governance to identify alpha-generating opportunities for PMS portfolios
• Build and maintain financial/event models to assess scenarios, outcomes, and risk-reward, and contribute ideas to the PMS investment process
• Prepare and present investment theses & trade structures (timelines, triggers, exit conditions) to portfolio managers and the investment committee
• Monitor live situations, track regulatory/exchange announcements (SEBI, stock exchanges), and update the team on developments impacting active positions
• Collaborate with portfolio managers, dealers, and the research team to align event ideas with portfolio objectives, risk limits, and liquidity constraints

Skills

Financial modeling

Valuation

Scenario analysis

Data handling

Indian equity markets

Independent research

Communication skills

Attention to detail

Timely execution

Collaboration

Tools

Excel

Job description

Experience

2-4 years in equity research, event-driven / special situations, or corporate action-based investing (buy-side or sell-side)

Key Responsibilities

• Track and analyze corporate actions & special situations across listed Indian equities (market cap = 1,000 crore) including buybacks, OFS, delistings, mergers, demergers, open offers, fund-raising, and promoter stake changes
• Evaluate the impact of events on business fundamentals, valuation, liquidity, and governance to identify alpha-generating opportunities for PMS portfolios
• Build and maintain financial/event models to assess scenarios, outcomes, and risk-reward, and contribute ideas to the PMS investment process
• Prepare and present investment theses & trade structures (timelines, triggers, exit conditions) to portfolio managers and the investment committee
• Monitor live situations, track regulatory/exchange announcements (SEBI, stock exchanges), and update the team on developments impacting active positions
• Collaborate with portfolio managers, dealers, and the research team to align event ideas with portfolio objectives, risk limits, and liquidity constraints

Skills & Competencies

• Strong financial modeling, valuation, and scenario-analysis skills; proficiency in Excel and large data handling
• Good understanding of Indian equity markets, SEBI/exchange rules on corporate actions, and basic corporate governance principles
• Ability to conduct independent research, synthesize multi-source information, and convert it into actionable investment ideas
• Excellent written & verbal communication, including preparation of concise notes and crisp presentations for senior investment professionals
• High attention to detail, intellectual curiosity, and a strong sense of timely execution in fast-moving event situations