Conduct in-depth fundamental research on equities, sectors, and markets, including analysis of financial statements, business models, valuation metrics, and macroeconomic indicators.
Prepare financial models, forecasts, and investment notes to support fund managers in portfolio construction and investment decisions.
Monitor equity markets and sectors to identify potential investment ideas and flag them to senior team members
Track company developments, earnings announcements, corporate actions, and industry trends.
Interact with company management, sell-side analysts, and other market participants to gather insights on business performance and investment potential.
Equity Dealing & Trade Execution
Execute equity trades efficiently and accurately in line with approved investment strategies, IRDAI regulations, and internal policies.
Ensure timely placement, modification, and execution of orders while achieving best execution standards.
Coordinate closely with fund managers to align trade execution with portfolio objectives and market conditions.
Maintain strong working relationships with brokers and counterparties to ensure access to liquidity and market intelligence.
Monitor trade confirmations, settlements, and post-trade processes in coordination with mid-office and back-office teams.
Requirements
Key Skills & Competencies
Strong understanding of equity markets, valuation techniques, and trading strategies.
Practical experience in equity trade execution, order management systems, and post-trade processes.
Familiarity with IRDAI investment guidelines and regulatory frameworks (added advantage).
Proficiency in financial tools and platforms such as Bloomberg, Excel, and trading systems.
High level of analytical rigour with the ability to synthesize research into actionable investment insights.
Excellent communication and interpersonal skills to work effectively with fund managers, brokers, and internal teams.
Strong attention to detail, accuracy, and the ability to work under tight market-driven deadlines
Qualifications & Experience/Requirements
Bachelor's degree in Finance, Economics, Accounting, or a related field.
Pursuing / completed professional qualifications such as CFA / MBA / FRM will be an advantage
Upto 5 years of relevant experience in equity research, investment analysis, equity dealing
Experience within insurance sector or other regulated financial institutions is preferred but not
