Equity Research Analyst

Job Title:

Senior Equity Research Analyst Institutional / Asset Management

Industry - Investment Management / Capital Markets / BFSI

Job Function:

Equity Research / Investment Research / Portfolio Analysis

About the Role

We are seeking an experienced Equity Research Analyst to lead fundamental research and investment analysis across assigned sectors. The role involves generating high-conviction investment ideas, building robust financial models, supporting portfolio decisions, and contributing to long-term investment strategy. Based on performance, this role may offer a progression path into Portfolio / Fund Management.

Key Responsibilities

• Lead fundamental equity research across assigned sectors (BFSI / IT / Pharma or others).
• Prepare initiating coverage reports, earnings review notes, and thematic research.
• Build, maintain, and review advanced financial models including forecasting, scenario analysis, and valuation.
• Apply valuation methodologies such as DCF, Relative Valuation, and Comparable Analysis.
• Develop clear investment theses, stock recommendations, and risk assessments.
• Track macroeconomic, regulatory, and sector-specific developments impacting portfolio companies.
• Support portfolio construction, stock selection, and performance monitoring.
• Interact with company management, participate in plant/site visits, concalls, and analyst meetings.
• Prepare client-ready investment commentaries, presentations, and market outlook reports.
• Mentor junior analysts and collaborate with leadership on research quality and product strategy.
• Respond to ad-hoc research requests from internal stakeholders, sales, and investment teams.

Required Skills & Expertise

• Strong expertise in Equity Research, Fundamental Analysis, and Financial Modelling.
• Hands-on experience with DCF, Relative & Comparative Valuation techniques.
• Proficiency in Bloomberg Terminal, Capital Line, Ace Equity, and other research databases.
• Advanced knowledge of MS Excel (financial models, scenario analysis) and PowerPoint.
• Strong analytical, problem-solving, and investment thesis articulation skills.
• Ability to work independently in a fast-paced investment environment.
• Excellent written and verbal communication skills for client and management interactions.

Experience & Qualifications

• 10+ years of experience in buy-side or sell-side equity research and/or portfolio support roles.
• Proven research experience in BFSI / IT / Healthcare / Pharma sectors preferred.
• Professional qualifications such as CA / CFA / MBA (Finance) are preferred.
• Prior exposure to institutional clients, asset management, or wealth management is an advantage