Core Skills: Equity Research, Fundamental Analysis, Financial Statement Analysis, Portfolio Monitoring, Sector Research, Market Intelligence, Stock Watchlist Management, Investment Documentation, Quantitative Analysis
Tools & Platforms: Bloomberg, Screener, AI-based financial applications, PMS (Portfolio Management Services)
Benchmarks & Metrics: NIFTY 50, BSE Sensex, S&P 500, IRR, Market Benchmarks
Key Responsibilities:
- Monitor and maintain a global stock watchlist and track company performance and earnings
- Develop sector insights across 5–10 high-growth sectors for mid- to long-term investments
- Conduct fundamental analysis covering financials, growth potential, and risk factors
- Track portfolio performance and provide recommendations to scale, reduce, or exit positions
- Monitor returns against benchmarks (NIFTY 50, BSE Sensex, S&P 500)
- Build and maintain relationships with PMS providers, advisors, and research firms
Job Specification
Education:
- Bachelor's degree in Finance, Commerce, Economics, or Business Administration
- Preferred: MBA in Finance or CFA (pursuing or completed)
Experience:
- 2+ years in equity research, financial analysis, or stock market investing
Key Skills:
- Equity Research & Fundamental Analysis
- Financial Statement Analysis & Portfolio Monitoring
- Sector & Market Research
- Data Tracking & Investment Documentation
- Strong Analytical and Quantitative Skills
