Buy Side Equity Research Analyst

Job Title: Buy-Side Equity Research Analyst

Location: Mumbai
Experience: 3-8 Years

Role Overview

We are looking for a dynamic and research-oriented Buy-Side Equity Research Analyst to join a leading Mutual Fund platform. The ideal candidate will be responsible for conducting in-depth fundamental research on listed companies, generating actionable investment ideas, and supporting the investment team in portfolio decision-making.

The role requires strong analytical capabilities, expertise in financial modelling and valuation, and a sound understanding of Indian equity markets.

Key Responsibilities

• Conduct detailed fundamental research on listed companies across sectors.
• Build and maintain integrated financial models and valuation models (DCF, Relative Valuation, SOTP, etc.).
• Generate high-conviction investment ideas backed by thorough research and analysis.
• Prepare detailed company reports, investment notes, sector updates, and earnings reviews.
• Monitor portfolio holdings and track key business, industry, and macroeconomic developments.
• Analyse quarterly results, annual reports, investor presentations, conference calls, and regulatory announcements.
• Meet company management teams, attend investor conferences, and conduct channel checks where required.
• Support portfolio managers and the investment team with research inputs and investment recommendations.
• Stay updated on market trends, sector developments, and emerging investment opportunities.

Desired Candidate Profile

• MBA (Finance), CA, CFA (completed), or an equivalent qualification.
• 3-8 years of experience in Buy-Side Equity Research, PMS, AMC, AIF, Wealth Management, Family Office, or Institutional Equity Research.
• Strong understanding of financial statement analysis, business fundamentals, and valuation methodologies.
• Hands-on experience in financial modelling and equity valuation.
• Ability to independently analyse companies and generate investment recommendations.
• Excellent analytical, communication, and presentation skills.
• High attention to detail with a disciplined and research-driven approach.
• Proficiency in Excel, PowerPoint, Bloomberg, Capital IQ, Refinitiv, or similar financial databases is preferred.

Preferred Background

Candidates with prior experience in buy-side research within mutual fund firms, PMS, AMCs, AIFs, family offices, or institutional investment platforms will be preferred.