Senior Research Analyst & Fund Manager

Senior Research Analyst & Fund Manager

Location : Mumbai

Reports to : CIO – Listed Equities

Job Summary

The organization is looking for a seasoned equity investment professional to join their Alts team in the Indian listed equity space.

Key Responsibilities

• Conduct deep fundamental research on companies, sectors & macro trends.
• This is a dual role requiring both strong research expertise and the ability to manage portfolios with discipline and conviction.
• Generate high-conviction, alpha-driven stock ideas. Communicate and present these ideas to large equity investors and build portfolios based on client's risk-return profile.
• Regularly engage with a set of highly professional large investors on a daily basis.
• Interpret market events and take necessary investment action.
• Collaborate with fund managers and other analysts to refine investment strategies.
• Monitor portfolio company performance and provide regular updates.
• Attend earnings calls, investor presentations, and industry conferences to gather insights.
• Track regulatory developments and assess their impact on portfolio holdings.
• Maintain strong relationships with investors, providing regular updates, and addressing their queries and concerns.

Major Challenges

Educational Qualifications

Work Experience

Skills Required

Mutual Funds, Wealth Management, Pms, Equity Research, Fund Management, stock picking