Planify Capital - Equity/Financial Analyst

Description:

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds.

Youll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.

Key Responsibilities:

Equity Research & Investment Analysis:

• Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation.

• Develop initiation and earnings update reports, sector briefs, and investment recommendations.

PMS, AIF, and Mutual Fund Oversight:

• Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.

• Engage with fund managers for insights and maintain regular updates.

Financial Modeling & Due Diligence:

• Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.

• Execute financial due diligence for new funds or investment proposals.

Reporting & Communication:

• Prepare investor-ready presentations, research dashboards, and detailed write-ups.

- Deliver market commentary and fund performance summaries.

Stakeholder Interaction & Market Monitoring:

• Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.

Requirements & Qualification:

Educational Background: CFA, CA, MBA in Finance, or NISM certification for research professionals.

Professional Experience:

• 38 years of equity research/fund analysis experience.

• Preference for those with exposure to PMS, AIFs, or mutual funds.

Technical & Analytical Skills:

• Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website.

• Strong Excel and PowerPoint capabilities.

Soft Skills:

• Excellent analytical thinking, attention to detail, communication, and presentation skills.

• Comfortable working in high-pressure settings and collaborating across.

Desirable Bonus Qualities:

• Prior experience crafting NFO notes, fund reconcilers, or PMS/AIF fact sheets.

• Willingness to attend site visits, management meetings, or industry conferences.

• Awareness of SEBI/RBI regulatory frameworks affecting PMS, AIF, and mutual fund products.

Skills: analytical skills,research,mutual funds,aif,due diligence.