Manager - Investments

Tata AIA Life Insurance; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Tata AIA Life Insurance in Mumbai is seeking a skilled equity research professional to collect and evaluate financial data, develop financial models, and generate investment ideas for fund managers. The role covers Pan India and requires rigorous analysis of sector trends and company performance.

The candidate should hold an MBA from a Tier I institute or CA, with 3–5 years of equity research experience, and be prepared to engage in earnings calls and management discussions across the region.

Qualifications

• MBA from a reputed Tier I Institute or CA required.
• 3-5 years of equity research experience required.

Responsibilities

• Collect and evaluate financial data for sectors and/or companies; study economic trends and developments in stock markets.
• Conduct business analysis of companies in respective sectors, identify, assess, and monitor key risks.
• Attend earnings calls, conduct channel checks, and participate in management meetings or site visits to assess companies.
• Develop and maintain financial models to forecast company performance and assess valuation metrics for investments.
• Generate new investment ideas.
• Make investment recommendations to the Fund Managers.
• Develop rapport with senior management and investor relations executives of covered companies as well as other industry participants.
• Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines; highlight and recommend process gaps, flaws, and changes.

Skills

Equity research

Financial modeling

Risk assessment

Education

MBA (Tier I Institute)

CA

Job description

Reports to: Head of Equity

Geographic area covered: Pan India

Key Responsibilities

• Collect and evaluate financial data for sectors and/or companies; study economic trends and developments in stock markets.
• Conduct business analysis of companies in respective sectors, identify, assess, and monitor key risks.
• Attend earnings calls, conduct channel checks, and participate in management meetings or site visits to assess companies.
• Develop and maintain financial models to forecast company performance and assess valuation metrics for investments.
• Generate new investment ideas.
• Make investment recommendations to the Fund Managers.
• Develop rapport with senior management and investor relations executives of covered companies as well as other industry participants.
• Participate in risk mitigation plans, contingency planning, and business continuity programs by executing and reporting within defined timelines; highlight and recommend process gaps, flaws, and changes.

Qualification

MBA from a reputed (Tier I) Institute or CA.

Experience

3-5 years of experience in equity research.