Senior Equity Research Analyst

We are seeking a highly experienced Fundamental Analyst – Equity Research to join our Professional Client Group (PCG). This role is pivotal in providing in-depth fundamental research and actionable investment insights that drive portfolio decisions for UHNI and Family Office clients .

The analyst will evaluate companies, industries, and economic trends, translate research into differentiated strategies, and partner closely with relationship managers, sales, and advisory teams to enhance client portfolios.

Company : Nuvama Professional Client Group (PCG)

Role : Fundamental Analyst – Equity Research

Location : Mumbai

Experience : 7–15 years (Sell-side Research)

Client Segment : Ultra HNI & Family Office Clients

Key Responsibilities :

• Conduct fundamental analysis of companies, including financial modeling, valuation, and forecasting.
• Identify investment opportunities and generate actionable research recommendations for UHNI & Family Office portfolios.
• Track and analyze macroeconomic and industry trends impacting equity markets.
• Deliver differentiated research reports and presentations that support investment decisions.
• Collaborate with sales and advisory teams to align research insights with client portfolio strategies.
• Deliver high-quality coverage of assigned companies and sectors, with timely updates on earnings, market movements, and key events.
• Ensure research quality, accuracy, and compliance with internal and regulatory standards.
• Act as a subject matter expert in client interactions, supporting relationship managers in delivering superior advisory outcomes.

Key Skills & Competencies :

Qualifications

To know more about us, visit : www.nuvama.com

Regards,

Team HR

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Skills Required

Capital Markets, Financial Modeling