Equity Research Lead Analyst

About the role :

As an Equity Analyst, you will conduct in-depth industry and company research, come up with

company valuations and produce detailed coverage along with quarterly updates. You will also be

responsible for any company specific updates, engage with management, attend industry

conferences, and maintain a comprehensive research database. Your insights and reports will be

crucial in guiding investment decisions and strategies.

Position Title :

Fundamental Equity Analyst

Department / Team : Research

Location : Mumbai

Key Responsibilities :

Conduct in-depth research on industries and companies, focusing on investment opportunities and risks.

Use various valuation techniques to assess company stock value.

Write detailed coverage reports reflecting a comprehensive understanding of the company and industry.

Produce quarterly reports covering quarterly results (preview & review), as well as company-specific updates on a monthly basis.

Attend management meetings, industry conferences, and company conference calls for updates and insights.

Maintain a comprehensive database of all research data and information used in

published reports.

Lead sector-specific analysis, identifying key trends, risks, and opportunities.

Additional Responsibilities :

Lead sector analyst with at least 5 years of experience as a fundamental analyst in the

domain sector

Must have led at least 3 Initiating Coverage reports on specific companies (as a lead

analyst, not as an associate).

Proactively maintain and update coverage on priority sectors, including Banking, Capital

Goods, Infrastructure, Chemicals, Pharmaceuticals, QSR, and New Age technology.

Education / Qualification :

CA / MBA

Preferred Certification :

Relevant certification in NISM

Required Skills and Experience :

Proven experience in leading initiating coverage reports for companies (at least 3).

Strong sector expertise in priority sectors such as Banking, Capital Goods, Infrastructure,

Chemicals, Pharmaceuticals, QSR, and New Age Technology.

Ability to build and maintain strong, trust-based relationships with clients.

Excellent communication and interpersonal skills.

Experience working with smaller Broking firms.