Investment Analyst

Intellectual Capital HR Consulting Pvt. Ltd.; Indore District; On-site; INR 6,000,000 - 9,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks an experienced Equity Research Analyst for its BFSI buy-side team in Mumbai.

The role requires end-to-end coverage, collaboration with the Fund Manager on portfolio construction, and generation of actionable investment ideas through rigorous research. The ideal candidate has about 10 years of experience, with 5–6 years in BFSI equity research, and strong financial modelling, valuation, and presentation skills. MBA in Finance or CA is mandatory.

Qualifications

• Around 10 years of total experience, with 5–6 years in BFSI equity research.
• Strong coverage across lending (banks/NBFCs) and non-lending (insurance, fintech, broking, AMCs) sectors.
• Experience in buy-side research preferred; sell-side candidates from rated/reputed firms may also apply.
• Excellent skills in financial modelling, valuation, and sector analysis.
• MBA (Finance) or CA qualification mandatory.

Responsibilities

• Reporting directly to the Fund Manager, work closely on portfolio creation, tracking, and review.
• Conduct in-depth fundamental and valuation research across BFSI (lending and non-lending) – including banks, NBFCs, insurance, broking, fintech, and AMCs.
• Build and maintain detailed financial models, perform scenario/sensitivity analyses, and monitor key valuation metrics.
• Track sectoral developments, regulatory changes, macro trends, and quarterly results for portfolio and watchlist companies.
• Provide results updates and actionable insights to the Fund Manager and investment committee.
• Contribute to investment strategy formulation aimed at optimizing portfolio performance and maximizing returns.
• Prepare research notes, quarterly updates, investment memos, and presentations for internal and client discussions.
• Liaise with company managements, industry experts, and market participants for differentiated insights and investment theses.
• Support the team in identifying alpha-generating opportunities through bottom-up research and data-driven evaluation.

Skills

Equity research

Financial modelling

Valuation

Portfolio tracking

Macro/sector analysis

Education

MBA (Finance)

CA

Job description

Position: Equity Research Analyst BFSI (Buy-Side)

Location: Mumbai Andheri
Experience: ~10 years total experience with 5–6 years in BFSI research
Qualification: MBA (Finance) / CA

About the Role:

We are seeking an experienced BFSI Analyst to join our buy-side investment team. The role will involve end-to-end sector coverage and close coordination with the Fund Manager on portfolio construction, tracking, and strategy. The ideal candidate should possess strong research depth across both lending and non-lending financials, with a proven record of generating actionable investment ideas and contributing to portfolio returns.
Candidates from rated sell-side firms or reputed institutions are also welcome.

Key Responsibilities:

• Reporting directly to the Fund Manager, work closely on portfolio creation, tracking, and review.
• Conduct in-depth fundamental and valuation research across BFSI (lending and non-lending) – including banks, NBFCs, insurance, broking, fintech, and AMCs.
• Build and maintain detailed financial models, perform scenario/sensitivity analyses, and monitor key valuation metrics.
• Track sectoral developments, regulatory changes, macro trends, and quarterly results for portfolio and watchlist companies.
• Provide results updates and actionable insights to the Fund Manager and investment committee.
• Contribute to investment strategy formulation aimed at optimizing portfolio performance and maximizing returns.
• Prepare research notes, quarterly updates, investment memos, and presentations for internal and client discussions.
• Liaise with company managements, industry experts, and market participants for differentiated insights and investment theses.
• Support the team in identifying alpha-generating opportunities through bottom-up research and data-driven evaluation.

Candidate Profile:

• Around 10 years of total experience, with 5–6 years dedicated to BFSI equity research.
• Strong coverage experience across lending (banks/NBFCs) and non-lending (insurance, fintech, broking, AMCs) sectors.
• Prior exposure to portfolio construction, investment tracking, and performance evaluation preferred.
• Experience in buy-side research preferred; sell-side candidates from rated/reputed firms may also apply.
• Excellent skills in financial modelling, valuation, and sector analysis.
• MBA (Finance) or CA qualification mandatory.
• Analytical mindset with strong communication and presentation abilities.
• Proven ability to contribute meaningfully to investment strategy and return maximization.