Senior Research Analyst & Fund Manager

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; Presencial; INR 3.000.000 - 6.000.000; Jornada completa

Descripción de la vacante

Intellectual Capital HR Consulting Pvt. Ltd. seeks a senior equity research professional to lead deep fundamental research on companies, sectors, and macro trends.

You will generate high-conviction stock ideas, communicate them to large investors, and build portfolios aligned with clients’ risk-return profiles. The role requires approximately 15 years in equity research or fund management, with domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs, and a proven stock-picking track

Formación

• CFA, CA or MBA from reputed business school.
• ~15 years experience in equity research and/or fund management.
• Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs.
• Strong track record in stock picking & portfolio construction.
• Able to effectively communicate.

Responsabilidades

• Conduct deep fundamental research on companies, sectors & macro trends.
• Generate high-conviction, alpha-driven stock ideas and present to investors.
• Manage portfolios with discipline and conviction.
• Monitor portfolio performance and provide regular updates.
• Attend earnings calls, investor presentations, and industry conferences.

Conocimientos

Stock picking

Portfolio construction

Equity research

Communicate effectively

Educación

CFA/CA/MBA from reputed school

Descripción del empleo

1. PRINCIPAL ACCOUNTABILITIES

(Accountabilities associated with the job)

• Conduct deep fundamental research on companies, sectors & macro trends
• This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.
• Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile
• Regularly engage with a set of highly professional large investors on a daily basis
• Interpret market events and take necessary investment action
• Collaborate with fund managers and other analysts to refine investment strategies
• Monitor portfolio company performance and provide regular updates.
• Attend earnings calls, investor presentations, and industry conferences to gather insights.
• Track regulatory developments and assess their impact on portfolio holdings.
• Maintain strong relationships with investors, providing regular updates, and addressing their queries and concerns.

2. MAJOR CHALLENGES

(Challenges faced on an on-going basis in carrying out the job)

• AIF regulations are stringent and evolving. Navigating these while maintaining agility is a challenge.
• Continuous monitoring of global macro & domestic events and quick strategy adjustments.

3. DECISIONS

(Key decisions taken by job holder at his/her end)

For the following decisions, inputs are sought by the role from Supervisor:

• Portfolio Construction
• Evaluating and selecting listed equities
• Responding to macroeconomic shifts, policy changes, or global events

4. INTERACTIONS

(Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job)

Internal Clients

Roles you need to interact with inside the organization to enable success in your day to day work

• CFO
• Group Investment Risk Officer
• Compliance Leads
• Operations

6. SKILLS AND KNOWLEDGE

(Minimum acceptable proficiency for this job which best indicates the education and/or experience requirements of this job and not the incumbent)

Educational Qualifications

a) Qualifications

• CFA, CA or MBA from reputed business school

b) Work Experience

• ~15 years experience in equity research and/or fund management
• Domain expertise in Wealth Management, Mutual Funds, PMS, or AIFs
• Strong track record in stock picking & portfolio construction
• Able to effectively communicate

.