Equity Research Analyst

Position : Equity Research Analyst – BFSI (Buy-Side)

Location : Mumbai

Experience : ~10 years total experience with 5–6 years in BFSI research

Qualification : MBA (Finance) / CA

About the Role :

We are seeking an experienced BFSI Analyst to join our buy-side investment team. The role will involve end-to-end sector coverage and close coordination with the Fund Manager on portfolio construction, tracking, and strategy. The ideal candidate should possess strong research depth across both lending and non-lending financials, with a proven record of generating actionable investment ideas and contributing to portfolio returns.

Candidates from rated sell-side firms or reputed institutions are also welcome.

Key Responsibilities :

Reporting directly to the Fund Manager, work closely on portfolio creation, tracking, and review.

Conduct in-depth fundamental and valuation research across BFSI (lending and non-lending) – including banks, NBFCs, insurance, broking, fintech, and AMCs.

Build and maintain detailed financial models, perform scenario / sensitivity analyses, and monitor key valuation metrics.

Track sectoral developments, regulatory changes, macro trends, and quarterly results for portfolio and watchlist companies.

Provide results updates and actionable insights to the Fund Manager and investment committee.

Contribute to investment strategy formulation aimed at optimizing portfolio performance and maximizing returns.

Prepare research notes, quarterly updates, investment memos, and presentations for internal and client discussions.

Liaise with company managements, industry experts, and market participants for differentiated insights and investment theses.

Support the team in identifying alpha-generating opportunities through bottom-up research and data-driven evaluation.

Candidate Profile :

Around 10 years of total experience, with 5–6 years dedicated to BFSI equity research.

Strong coverage experience across lending (banks / NBFCs) and non-lending (insurance, fintech, broking, AMCs) sectors.

Prior exposure to portfolio construction, investment tracking, and performance evaluation preferred.

Experience in buy-side research preferred; sell-side candidates from rated / reputed firms may also apply.

Excellent skills in financial modelling, valuation, and sector analysis.

MBA (Finance) or CA qualification mandatory.

Analytical mindset with strong communication and presentation abilities.

Proven ability to contribute meaningfully to investment strategy and return maximization.