Senior Equity Analyst

Position : Senior Equity Analyst

Department : Research

Reports to : Head of Equity

Employment type : Full time, work-from-office

Experience : 5-7 years

Location : Chennai

Position Overview

We are seeking an accomplished Senior Equity Analyst to join our Portfolio Management Services (PMS) team. This role will be integral to building and managing the stock PMS portfolios for our clients. The role requires sector tracking and stock identification to enable portfolio decisions. The role also involves mentoring junior analysts and partnering closely with our Fund Manager, Research Committee, and Advisory team.

If you are passionate about deep-dive research, connecting macro trends to stock performance, and influencing investment outcomes, this opportunity will allow you to make a direct and lasting impact.

Key Responsibilities Equity research

• Track assigned sectors across market caps, converting macro data / events into stock impact analysis
• Run stock screeners to identify trends and opportunities for PMS portfolios
• Develop financial models, valuations (DCF, relative, comparable), and target prices
• Collaborate with Fund Manager and Research Committee on portfolio construction and allocation
• Monitor existing stock calls and generate detailed research reports
• Evaluate off-coverage opportunities from screening models or market developments
• Contribute blog articles on stock reviews, sector updates, and market perspectives for customer engagement
• Maintain ethical standards in research and handling material non-public information

Research team support

Advisory team support

Required Qualifications Education & Experience

Skills & Competencies

What We Offer

About PrimeInvestor

PrimeInvestor is an innovative B2C fintech company transforming the way individuals invest. We began by offering research-driven investment recommendations through a subscription-based model, delivered entirely online. Our flagship mutual fund portfolio analysis tool is a first-of-its-kind solution, setting a new benchmark in the industry.

Building on this foundation, we are now expanding into Portfolio Management Services (PMS) for HNI clients. What sets us apart is our ability to create holistic, multi-asset portfolios customised through the intelligent use of technology to suit each client's unique financial goals. We are a passionate, high-performing team led by a founding group with decades of experience in fintech and investment research. At PrimeInvestor, you'll be part of a dynamic and entrepreneurial environment where learning is constant and your contributions shape the future of wealth management.

Application process

Interested candidates should submit their resume along with a cover letter highlighting their relevant experience in wealth management and client advisory to [HIDDEN TEXT]

Skills Required

Equity Research