Investment Analyst

Intellectual Capital HR Consulting Pvt. Ltd.; Surat; On-site; INR 2,500,000 - 3,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks an experienced Equity Research Analyst BFSI (Buy-Side) to join our Mumbai-based team.

The role involves end-to-end sector coverage, coordination with the Fund Manager on portfolio construction, and generation of actionable investment ideas. The candidate should have strong research depth across banks, NBFCs, insurance, broking, fintech, AMC segments, with 5–6 years in BFSI research and a total of around 10 years in the industry.

Qualifications

• MBA (Finance) or CA qualification mandatory.
• Total ~10 years of experience with 5–6 years in BFSI equity research.
• Strong research depth across lending and non-lending financials with actionable ideas.
• Experience in buy-side research or from rated/reputed sell-side firms welcomed.

Responsibilities

• Report to the Fund Manager and contribute to portfolio creation and tracking.
• Conduct in-depth fundamental and valuation research across BFSI sectors.
• Build and maintain detailed financial models and run scenario analyses.
• Track regulatory changes, macro trends, and quarterly results for portfolio/watchlist.
• Prepare research notes, memos, and presentations for clients and committees.
• Liaise with management and market participants for differentiated insights.

Skills

Financial modelling

Valuation

Equity research

Portfolio tracking

Communication & presentation

BFSI sector knowledge

Education

MBA (Finance)

CA

Tools

Excel

Bloomberg

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.