CFA – Equity Research & Investment Analyst

Job Title: Equity Research & Portfolio Manager

Company: Madeline Advisory OPC Pvt Ltd.

Location: Kandivali, Mumbai

Experience: 2–5 years (flexible based on candidate profile)

Role Overview:

We are seeking a CFA-qualified professional to undertake in-depth equity research, financial analysis, and portfolio management for personal investments. This role involves identifying investment opportunities, monitoring market trends, and optimizing portfolio performance through data-driven decision-making.

Key Responsibilities

• Conduct fundamental research and analysis of listed companies.
• Analyse financial statements, financial ratios and business performance.
• Build and maintain financial models, including DCF and comparable-company valuation models.
• Conduct industry, sector and macroeconomic research.
• Track equity markets, corporate announcements and relevant economic developments.
• Identify investment opportunities based on fundamental research.
• Prepare detailed research reports, investment notes and stock recommendations.
• Develop investment strategies based on risk-return objectives.
• Monitor portfolio performance and provide periodic performance reviews.
• Assist in portfolio allocation, monitoring and rebalancing based on market conditions.
• Identify investment risks and opportunities.
• Apply appropriate risk-management and diversification principles.
• Use Excel and financial modelling extensively for analysis.
• Use AI tools to improve the efficiency and quality of equity research and analysis.

Mandatory Requirements

• CFA Qualified OR CFA Level II cleared.
• 2–5 years of relevant experience in equity research, investment research, portfolio analysis, asset management, PMS, AIF, investment banking or related areas.
• Strong understanding of equity markets and fundamental analysis.
• Strong knowledge of valuation techniques.
• Hands-on experience with financial modelling.
• Strong proficiency in MS Excel.
• Strong analytical and quantitative skills.
• Ability to independently analyse companies and present investment recommendations.

Preferred Skills

• Experience in portfolio management or buy-side research.
• Knowledge of Bloomberg, Capital IQ or similar financial research platforms.
• Understanding of technical analysis.
• Strong report-writing and presentation skills.
• Working knowledge of AI tools for research and financial analysis.
  **Compensation:**As per industry standards (based on experience and expertise)

How to apply:

• Mail resume to [email protected]  or send +9186578 72735 with subject line Equity Analyst