Fund based Financial Analyst

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You'll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.

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Key Responsibilities

Equity Research & Investment Analysis

Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation

Develop initiation and earnings update reports, sector briefs, and investment recommendations.

PMS, AIF, and Mutual Fund Oversight

Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.

Engage with fund managers for insights and maintain regular updates.

Financial Modeling & Due Diligence

Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.

Execute financial due diligence for new funds or investment proposals.

Reporting & Communication

Prepare investor-ready presentations, research dashboards, and detailed write-ups.

Deliver market commentary and fund performance summaries.

Stakeholder Interaction & Market Monitoring

Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.

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Requirements & Qualification

Educational Background

CFA, CA, MBA in Finance, or NISM certification for research professionals

Professional Experience

38 years of equity research/fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds.

Technical & Analytical Skills

Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website

Strong Excel and PowerPoint capabilities.

Soft Skills

Excellent analytical thinking, attention to detail, communication, and presentation skills.

Comfortable working in high-pressure settings and collaborating across

Desirable Bonus Qualities

Prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets.

Willingness to attend site visits, management meetings, or industry conferences.

Awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products