Equity Research Analyst

Job Title - Equity Research Analyst

10+ years of experience in buy-side or sell-side equity research and/or portfolio support

roles.

About the Role

We are seeking an experienced Senior 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