SBI MUTUAL FUND (SBIMF)

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an experienced equity analyst to study financial statements, assess performance, and advise on stocks. You will build and maintain financial models, evaluate market prospects, and craft investment recommendations for clients and internal teams.

Ideal candidates have 3–7 years in equity analysis, with CA/MBA credentials; CFA is a plus and experience with PMS/AIF or mutual funds is preferred.

Qualifications

• CA/MBA from a Tier I institute with 3–7 years of equity analysis experience.
• CFA is an added advantage.
• Preferred from PMS/AIF/Mutual fund background.

Responsibilities

• Study financial statements, industry reports, and macroeconomic data.
• Evaluate company performance, competitive positioning, and growth prospects.
• Build and maintain detailed financial models to forecast earnings and valuations.
• Provide buy/sell/hold recommendations on equities.
• Present findings to stakeholders and collaborate with traders and portfolio managers, ensuring compliance with information security and regulatory requirements.

Skills

Quick thinking

Independent worker

Issuer interaction

Communication skills

Subject matter expert

Analytical skills

Education

CA/MBA from Tier I

CFA is an added advantage

PMS/AIF/Mutual fund background

Tools

Equity analysis tools

Job description

Role and Responsibilities

1. Research & Analysis

• – Study financial statements, industry reports, and macroeconomic data
• – Evaluate company performance, competitive positioning, and growth prospects
• – Monitor market trends and sector developments

2. Financial Modelling

• – Build and maintain detailed financial models to forecast earnings and valuations
• – Use quantitative and qualitative techniques to assess securities

3. Investment Recommendations

• – Provide buy/sell/hold recommendations on equities
• – Prepare reports and presentations for clients, fund managers, or internal teams

4. Portfolio Support

• – Assist in constructing and managing equity portfolios
• – Track performance of recommended stocks and adjust strategies accordingly

5. Communication

• – Present findings to stakeholders in clear, concise reports
• – Collaborate with traders, portfolio managers, and other analysts
• – Comply with and promote adherence to the organization’s Information Security Policy and related procedures, ensuring all activities align with regulatory requirements

Skills & Competencies

• – Quick thinking and problem-solving skills
• – Able to work independently and as a team player
• – Ability to Interact with issuers and rating agencies diligently
• – Excellent communication skills and active listening skills
• – Subject matter expertise in mid and small cap companies within multiple sectors
• – Analytical skills and process compliance

Qualification & Experience

• – CA/ MBA from a Tier I institutes with 3 to 7 years of experience with minimum 3 plus years of relevant work experience as an equity analyst
• – CFA is an added advantage
• – Preferred from PMS/AIF/Mutual fund background