Key Responsibilities
- Conduct in-depth fundamental research on target companies, current portfolio holdings, and potential investment opportunities.
- Build, update, and maintain dynamic financial models and valuation frameworks.
- Draft comprehensive investment notes, sector reports, and pitch presentations to guide decision-making.
- Provide actionable buy/hold/sell recommendations to the Fund Manager based on deep sector insights.
- Monitor macro developments, regulatory changes, and competitive dynamics across target sectors.
- Assist the Portfolio Manager in overall fund risk management and portfolio monitoring.
Key Requirements & Skills
- Domain Expertise: Strong experience covering one or more target sectors: Defense, Capital Goods, Pharma, Cement, or Consumer Goods.
- Background: 8–15 years of hands-on experience as a Fundamental Equity Research Analyst within an AIF, Mutual Fund, PMS, or Buy-side/Sell-side firm.
- Education: CA, CFA, or MBA in Finance.
- Technical Skills: Exceptional proficiency in Microsoft Excel (financial modeling, valuation) and PowerPoint.
