Buyside Equity Analyst BFSI

Job highlights

• Candidates must have prior experience working with a buy-side investment platform,such as a Portfolio Management Services (PMS),Asset Management Company (AMC),Alternative Investment Fund (AIF),Family Office,or a similar investment management firm
• Preferred Background
• Experience: 45+ Years.
• 4 5+ years of relevant equity research experience covering the BFSI sector

Position: Equity Research Analyst Buy Side (BFSI Sector)

Experience: 45+ Years

Location: Mumbai

Role Overview

We are looking for an experienced Equity Research Analyst to join a leading buy-side investment firm. The ideal candidate will have strong expertise in covering the Banking, Financial Services & Insurance (BFSI) sector and will be responsible for conducting in-depth fundamental research to support investment decisions across listed Indian equities.

Candidates must have prior experience working with a buy-side investment platform, such as a Portfolio Management Services (PMS), Asset Management Company (AMC), Alternative Investment Fund (AIF), Family Office, or a similar investment management firm.

Key Responsibilities

• Conduct detailed fundamental research and financial analysis on companies within the BFSI sector.
• Build and maintain financial models, valuation models, and investment frameworks.
• Generate actionable investment ideas backed by rigorous research and channel checks.
• Track industry trends, regulatory developments, macroeconomic factors, and company-specific events impacting the BFSI sector.
• Prepare investment notes, earnings updates, and sector reports.
• Meet with company management teams, industry experts, and other market participants to gain investment insights.
• Present investment recommendations to the investment committee and portfolio managers.
• Monitor portfolio holdings and provide timely updates on investment thesis and risks.
• Collaborate closely with the investment team to support portfolio construction and investment decisions.

Desired Candidate Profile

• 4–5+ years of relevant equity research experience covering the BFSI sector.
• Mandatory buy-side experience with a PMS, AMC, AIF, Family Office, or similar investment management platform.
• Strong understanding of banking, NBFCs, insurance, capital markets, and other financial services businesses.
• Excellent financial modelling, valuation, and analytical skills.
• Strong knowledge of financial statements, accounting principles, and investment research methodologies.
• Ability to independently generate investment ideas and articulate investment theses.
• Strong written and verbal communication skills.
• CFA, CA, MBA (Finance), or equivalent qualifications will be an added advantage.

Preferred Background

• Current or prior experience with a buy-side investment firm is mandatory.
• Experience covering listed Indian BFSI companies.
• Demonstrated track record of producing high-quality investment research and actionable recommendations.