Equity Research Analyst - Wealth Management

About Enrich Money

Enrich Money is a forward-thinking Wealth-Tech firm powering smart investments through its proprietary ORCA platform, available on web and mobile. As a trusted member of MCX, NSE, BSE, and CDSL, we empower investors with seamless access to multi-asset investment opportunities.

Position Overview

1. Designation: Equity Research Analyst - Wealth Management

2. Department: Wealth Desk & Investment Research

3. Experience: 2–5 Years

4. Location: Chennai

5. Interview Mode: L1 - Virtual | L2 - Face-to-Face

6. Work Model: Work from Office

7. Work Schedule: Monday to Saturday (1st Saturday off)

8. Joining: Immediate to 15 days preferred

Important Note:This is a domain-specific role. Applicants without relevant experience in Stock Market/Share Market/Mutual Fund will not be considered. Candidates without experience in this domain are strictly requested not to apply.

We are looking for a market-driven Equity Research Analyst who can combine deep stock research with client-focused wealth management. The role involves generating investment ideas, analysing markets, monitoring portfolios, and engaging with clients.

Key Responsibilities

Research & Investment Analysis

• Conduct fundamental and technical analysis of stocks, sectors, and market trends.
• Identify and develop investment ideas and stock recommendations based on risk-reward parameters.
• Analyse financial statements, valuations, company performance, and industry developments.
• Prepare research reports, stock notes, market updates, and investment presentations.

Wealth Management & Client Engagement

• Monitor client portfolios and provide research-backed investment insights.
• Understand client investment objectives and support portfolio reviews and rebalancing.
• Communicate market views and investment ideas clearly to clients.
• Build strong client relationships and contribute to client retention and portfolio growth.

Business & Market Growth

• Identify opportunities for client acquisition, AUM growth, and revenue generation.
• Closely track Indian and global markets, corporate announcements, economic developments, and market-moving events.
• Support client meetings, webinars, investor awareness initiatives, and Wealth Desk activities.

Required Skills & Qualifications

• 2–5 years of relevant experience in Equity Research, Stock Market, Wealth Management, or Investment Advisory.
• Strong knowledge of Indian Equity Markets.
• Excellent Fundamental & Technical Analysis skills.
• Good understanding of Financial Statements, Valuation & Financial Modelling.
• Strong analytical, communication, presentation, and report-writing skills.
• Ability to explain complex market concepts in a simple and professional manner.
• Strong client-handling and relationship-building skills.
• Proficiency in Excel, PowerPoint, and financial research platforms. 

Why Join Enrich Money

Market Exposure | Wealth-Tech Environment | Performance Incentives | Career Growth | High-Impact Role

The key attraction

Research the market. Generate investment ideas. Engage with investors. Drive wealth creation.