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Centrum Wealth Management - Senior Manager - Equity / Fundamental Research - Retail Broking
CentrumMumbai, India11 days ago
Job descriptionEvaluate management quality, corporate governance practices, industry structure, and business models. Attend earnings calls, filings, investor presentations, and management meetings. Build and maintain basic as well as detailed financial models, including projections, valuation (DCF, relative valuation, SOTP), and sensitivity analysis. Analyze key financial metrics, quality of earnings, and capital allocation patterns. Cursory idea of technical analysis. Ability to understand charts and create basic charts. Contribute regularly to internal investment discussions and strategy meetings. Continuously monitor portfolio stocks and recommended ideas. Update internal stakeholders on triggers, risks, or valuation shifts. Should communicate his ideas effectively to the investors upon the request of respective dealers or RMs. Should remain constantly connected with the RMs and Dealers and communicate ideas to them on a constant basis. Should accompany RMs on client meetings and pitch investment and trading ideas to investors. CA / MBA (Finance) / CFA Charterholder or Level 2 / 3 candidates (preferred) Experience in tracking Indian listed companies across sectors and market caps Proven ability to work independently in an unconstrained investment environment Well experienced in financial modeling, accounting, and valuation capabilities Strong written and verbal communication skills, with the ability to pitch ideas confidently Proficiency in MS Excel, PowerPoint, and financial data platforms such as ACE Equity, Capitaline, Screener, Trenlyne, Tijori, etc. Bloomberg and any technical analysis would be an added advantage.
Selection & Research :
- Identify investment opportunities across sectors and market caps based on deep fundamental analysis.
- Conduct bottom-up research to generate high-conviction long-term ideas unconstrained by benchmarks or sector limitations.
- Understand the dynamics of multiple sectors and quickly understand sector undercurrents and megatrends
Qualitative Research :
Financial Analysis & Modeling :
Technical Analysis :
Idea Generation & Present well-articulated investment memos and research reports (initiation, updates, thematic and techno-funds reports).
Maintenance Research, Monitoring & Review :
Advisory Role & Client Outreach :
(ref : iimjobs.com)
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Wealth Manager • Mumbai, India
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