Equity Research Analyst – Finance/Banking Sector Virtuous Advisors and Resources Pvt. ltd.

The Corporate Institute; Hinoba-an; On-site; PHP 792,000 - 1,584,000; Full time

Job summary

The Corporate Institute in Mumbai seeks an Equity Research Analyst with Finance and Banking sector experience as part of a leading Asset Management Company (AMC). The role involves conducting fundamental research, financial analysis, and generating investment recommendations to support portfolio decisions.

Candidates should track and analyse listed firms, build valuation models, and present research updates to the investment team while staying alert to regulatory changes and macro factors

Qualifications

• MBA (Finance), CA, CFA, or equivalent qualification.
• Minimum 3 years of equity research experience covering the Finance and Banking sector within an AMC research team.
• Strong financial modelling, valuation, and fundamental research skills.

Responsibilities

• Track and analyse listed companies in the Finance and Banking sector.
• Build and maintain financial and valuation models.
• Prepare research reports, earnings updates, and investment notes.
• Monitor industry trends, company developments, regulatory changes, and macroeconomic factors impacting the sector.
• Interact with company management teams, industry experts, and channel participants.
• Present investment ideas and recommendations to the investment team.
• Support portfolio managers with timely insights and sector updates.

Skills

Equity research

Financial modelling

Valuation

Fundamental research

Independent work

Communication

Education

MBA (Finance)

CA

CFA

Equivalent qualification

Job description

Equity Research Analyst Finance / Banking Sector

Location: Mumbai

About the Role:

We are seeking an Equity Research Analyst with experience covering the Finance and Banking sector as part of the research team at a leading Asset Management Company (AMC). The role involves conducting fundamental research, financial analysis, and generating investment recommendations to support portfolio decisions. The ideal candidate should possess a strong understanding of the financial services ecosystem, including banks, NBFCs, housing finance companies, insurance companies, asset management companies, and other financial institutions, along with the ability to identify emerging investment opportunities and sector trends.

Key Responsibilities:

• Track and analyse listed companies in the Finance and Banking sector.
• Build and maintain financial and valuation models.
• Prepare research reports, earnings updates, and investment notes.
• Monitor industry trends, company developments, regulatory changes, and macroeconomic factors impacting the sector.
• Interact with company management teams, industry experts, and channel participants.
• Present investment ideas and recommendations to the investment team.
• Support portfolio managers with timely insights and sector updates.

Qualifications and Experience:

• MBA (Finance), CA, CFA, or equivalent qualification.
• Minimum 3 years of equity research experience covering the Finance and Banking sector within an AMC research team.
• Strong financial modelling, valuation, and fundamental research skills.
• Sound understanding of the Indian financial services sector and key market drivers.
• Excellent analytical, communication, and presentation abilities.
• Ability to work independently in a fast-paced, research-driven environment.