Equity Research Analyst - BFSI Sector

Job Title: Equity Research Analyst BFSI Sector for AMC

About the Role:

We are looking for an experienced Equity Research Analyst with expertise in the BFSI (Banking, Financial Services & Insurance) sector. The role involves conducting in-depth fundamental research on listed BFSI companies, identifying investment opportunities, and providing high-quality research insights to support investment decisions. The ideal candidate should have a strong understanding of the Indian financial services landscape, valuation methodologies, and capital markets.

Key Responsibilities:

• Conduct detailed fundamental research on companies within the Banking, Financial Services, and Insurance (BFSI) sector.
• Analyze annual reports, quarterly results, investor presentations, regulatory updates, and industry developments.
• Build and maintain robust financial models, earnings forecasts, and valuation models.
• Prepare comprehensive research reports with investment recommendations supported by detailed analysis.
• Track key sector metrics, regulatory changes, macroeconomic trends, and competitive developments impacting the BFSI sector.
• Participate in earnings calls, management interactions, and industry conferences to gather business insights.
• Monitor portfolio companies and provide timely updates on earnings, valuations, and investment outlook.
• Present investment ideas and research findings to the investment team.
• Maintain research databases and update financial models regularly.
• Collaborate closely with portfolio managers and the investment team to support investment strategies.

Desired Candidate Profile:

• MBA (Finance), CA, CFA (completed or pursuing), or equivalent qualification.
• 5-12 years of experience in Equity Research with dedicated coverage of the BFSI sector.
• Strong understanding of the Banking, NBFC, Insurance, Asset Management, Capital Markets, and Financial Services ecosystem.
• Hands-on experience in financial modelling, earnings forecasting, and valuation methodologies such as DCF, Relative Valuation, and Comparable Company Analysis.
• Strong analytical and quantitative skills with the ability to interpret complex financial information.
• Excellent written and verbal communication skills.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Ability to work independently in a fast-paced, research-driven environment.

Preferred Background:

• Candidates with experience covering one or more of the following segments will be preferred:

• 1. Private Sector Banks
• 2. Public Sector Banks
• 3. NBFCs
• 4. Housing Finance Companies
• 5. Insurance Companies
• 6. Asset Management Companies (AMCs)
• 7. Wealth Management
• 8. Stock Broking & Capital Market Companies
• 9. FinTech Companies
• 10. Diversified Financial Services