SBI Mutual Fund - Equity Analyst - AIF - CA/IIM/ISB/MDI/FMS

Role and Responsibilities

1. Research & Analysis

• Study financial statements, industry reports, and macroeconomic data
• Evaluate company performance, competitive positioning, and growth prospects
• Monitor market trends and sector developments

2. Financial Modelling

• Build and maintain detailed financial models to forecast earnings and valuations
• Use quantitative and qualitative techniques to assess securities

3. Investment Recommendations

• Provide buy/sell/hold recommendations on equities
• Prepare reports and presentations for clients, fund managers, or internal teams

4. Portfolio Support

• Assist in constructing and managing equity portfolios
• Track performance of recommended stocks and adjust strategies accordingly

5. Communication

• Present findings to stakeholders in clear, concise reports
• Collaborate with traders, portfolio managers, and other analysts
• Comply with and promote adherence to the organization's Information Security Policy and related procedures, ensuring all activities align with regulatory requirements

Skills & Competencies

• Quick thinking and problem-solving skills
• Able to work independently and as a team player
• Ability to Interact with issuers and rating agencies diligently
• Excellent communication skills and active listening skills
• Subject matter expertise in mid and small cap companies within multiple sectors
• Analytical skills and process compliance

Qualification & Experience

• CA/ MBA from a Tier I institutes with 3 to 7 years of experience with minimum 3 plus years of relevant work experience as an equity analyst
• CFA is an added advantage
• Preferred from PMS/AIF/Mutual fund background