Planify Capital - Equity Financial Analyst

We are looking for a highly analytical and detail-oriented Equity Analyst to join our Equity Research team.

The ideal candidate will have a strong background in financial analysis and equity research, with a passion for understanding market dynamics and company fundamentals.

• Conduct in-depth analysis of SME and Microcap companies, focusing on financial performance, sector dynamics, and competitive landscape.
• Identify opportunities that can deliver an Alpha over benchmarks.
• Build and maintain robust financial models to project company earnings, cash flows, and key valuation metrics.
• Develop comprehensive equity research reports and make clear investment recommendations.
• Monitor macroeconomic indicators, industry trends, earnings releases, and news events that impact equity valuations.
• Collaborate with portfolio managers to develop and refine investment strategies and asset allocations.
• Present research findings and investment ideas clearly and persuasively to internal teams and clients.
• Attend earnings calls, investor presentations, and analyst briefings to gain insights into company performance and strategy.
• 5+ years of experience in equity research, financial analysis, or investment-related roles in a reputed mutual fund, AIF, or PMS company.
• Completion of CFA Level 3 preferred.
• Strong understanding of financial statements, valuation methods, and investment strategies.
• Excellent analytical, quantitative, and problem-solving skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial research platforms such as Bloomberg, FactSet, or Capital IQ.
• Practical verbal and written communication skills, with the ability to simplify complex ideas for various stakeholders.
• Prior experience analyzing sectors such as chemicals, energy, or industrials.
• Exposure to both public equity markets and private investments is a plus.
• Ability to work independently and manage multiple tasks under tight deadlines.

• Planify is a team of over 80 professionals working in various departments, including Investment Banking, Equity Research, Technology, Marketing, and other functions.
• To be the leading force in alternative investments, consistently delivering superior risk-adjusted returns and generating sustainable alpha across market cycles for our investors.
• Our mission is to create lasting wealth for our investors by uncovering high-conviction opportunities through disciplined, research-driven strategies.

Our vision is to empower investors by providing them with early access to high-potential pre-IPO and SME opportunities that drive growth and deliver exceptional compound annual growth rate (CAGR) returns.

Our mission is to offer rigorously vetted companies that have passed due diligence & align with a defined investment framework, ensuring access to high-quality opportunities with superior returns.