Research Analyst

Parag Parikh Financial Advisory Services(PPFAS); Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Parag Parikh Financial Advisory Services (PPFAS) invites a Research Analyst to uncover, study and communicate value investing ideas in line with our philosophy. You will analyse financial statements, build models and track industries to identify long-term opportunities.

We value curiosity, ability to connect data points across cycles, and clear communication with the investment team. Mumbai-based role with growth and learning opportunities.

Qualifications

• Understanding of value investing style and philosophy
• Ability to study businesses across cycles and sectors
• Proficiency in analysing financial statements and ratios
• Experience building and updating financial models

Responsibilities

• Uncover, study and communicate value investing ideas
• Analyse financial statements and industry data
• Build and update financial models for covered companies
• Collaborate with the investment team to discuss ideas
• Invest to align personal investments with unitholders' interests

Skills

Value investing

Financial statement analysis

Financial modeling

Industry research

Communication with team

Education

CA

CFA (US)

MBA (Finance)

Tools

Excel

PowerPoint

Job description

Job Description for the role of Research Analyst

The role of the Research Analyst is to discover, study, track communicate good investment ideas in sync with the value investment-oriented philosophy at PPFAS Mutual Fund.

The role demands curiosity, ability to connect dots across various data points, analyse the potential for the opportunity have the ability to value the opportunity.

What is expected from you

• Have some understanding or orientation to the value investing style of investing
• Study the business / industry across multiple cycles
• Do on the ground not just desk work of any business / industry
• Sift through understand financial reports, industry data, the peer group other relevant data sources
• Analyse Financial Statements
• Value businesses across various valuation techniques
• Build Qualitative understanding of the business the people running the business to make sense of the narrative the numbers
• Ability to critically evaluate information.
• Build update financial models of the businesses under coverage
• Build working relationships with the analyst / investment community (buy side sell side) to learn share experiences.
• Regularly communicate investment ideas with the investment team
• We also expect our team members to invest in our products and align their investments with that of our unitholders.

Good to Have

Sector understanding or experience in tracking Healthcare, Pharma, Chemicals, Oil and Gas

What you should expect from us

A disciplined long-term oriented investment process

A learning organisation with a growth mindset, always doing the right thing for our investors

A simple approach to money management

A well-balanced work culture cherishing professional as well as personal goals

Share your thought process

Please help us understand how you think by sharing an investment idea you have studied personally. Limit the length to 2 pages only.

Qualifications

Educational credentials which give you the skills required to perform the role like - CA, CFA (US), MBA (Finance) are preferred

Experience

1 - 4 years of relevant work experience

Location

Mumbai