Equity Research Analyst

JOB DESCRIPTION: RESEARCH ANALYST

We are looking for a SEBI-certified, research-oriented, and fundamentally sound Research Analyst to join our newly established Research Division at SIDDHARTH BHANUSHALI ADVISORY PVT. LTD.

This role will focus on delivering well-researched, actionable, and regulation-compliant investment research for our clients and internal stakeholders. The ideal candidate should have a strong command of fundamental and technical analysis, experience in creating high-quality research reports, and a deep working knowledge of the Indian stock markets. Key Responsibilities:

1. Equity Research & Investment Analysis

• Conduct in-depth fundamental analysis of listed companies using balance sheets, P&L statements, annual reports, and industry data.
• Perform technical chart analysis, trend evaluations, and price action studies for short- to medium-term investment ideas.
• Track macroeconomic factors, sectoral research, earnings reports, and corporate actions impacting stock performance.

2. Research Report Preparation

• Create and publish regular research reports, including: o Company coverage reports o Thematic or sectoral insights o Result analysis summaries o Investment rationales and valuation notes
• Ensure every research report is SEBI-compliant, well-cited, and based on verifiable public data.

3. Portfolio Screening & Idea Generation '

• Continuously screen stocks for inclusion based on valuation, business quality, and technical patterns.
• Suggest trade/investment ideas based on quantifiable filters, back-tested systems, or discretionary frameworks.
• Maintain model portfolios, update calls based on market behavior, and ensure timely tracking of published recommendations.

4. In-House Research & Strategic Inputs

• Support the internal teams (content, education, product) with: o Research on trending topics o Fact-checking for course material o Data gathering for YouTube and social content o Deep dives on stocks/sectors for public communication
• Prepare research packs, charts, or briefing documents for webinars, podcasts, or internal content review.

• 5. Regulatory & Quality Compliance
• • Ensure all issued research complies with SEBI Research Analyst Regulations (Series XV)
• . • Maintain research disclosures, disclaimers, and audit logs as per standard operating guidelines
• . • Participate in internal audits, peer reviews, and compliance checks as part of regulatory readiness. 6. Tools, Tracking & Presentation
• • Use tools such as TradingView, Screener.in, Amibroker, Excel, PowerPoint, and data APIs to prepare compelling and data-backed presentations
• . • Track performance of past research calls and maintain analytics reports to improve quality and accuracy over time.
• • Build sector outlook decks, investment presentations, and monthly/quarterly review reports.

Minimum Qualifications

• Graduate in Finance, Commerce, Economics, or related field.
• Must have cleared NISM Series XV SEBI Certified Research Analyst Exam

. 23 years of experience in equity research, portfolio advisory, or investment analysis.

• Strong command over Fundamental Analysis and Technical Research methods.
• Proficiency in tools like TradingView, Screener, MS Excel, and charting software.

Work Location

This is a Work from Office role based in Dombivli, Maharashtra.

What Youll Get

• A pioneering opportunity to build India’s most trusted SEBI-compliant research desk from the ground up.
• Hands-on access to mentorship, frameworks, and systems used across 1 lakh+ learners.
• A collaborative team of educators, traders, content creators, and marketers who value clarity and responsibility.

• Full creative and analytical ownership over your research ideas, calls, and content. About us: Siddharth Bhanushali Advisory Pvt. Ltd. is a leading Stock Market Education company in India. Founded in 2018, our dream is to spread system-based financial education to the farthest places in India. We believe that every Indian household should grow financially using the Stock Market. With that vision in mind, our company has mentored 1 lakh+ students across 60+ countries. Our YouTube channel, started by our founder Siddharth Bhanushali, has one of the largest reach in the country. Our channel boasts 1.2M+ subscribers with 64M+ views. We are a fun place to work with a family-like company atmosphere. Above all else, our reputation in the Market, as a high-quality financial training institute, is strong. You may go through our below YouTube channel to have an understanding of the work we do

YouTube Link: https://www.youtube.com/channel/UCoi7mlbUebBpQmDtB3L557A/videos?view_as=subscriber

Website - www.siddharthbhanushali.com If you are interested in adding value to the career and are passionate about the role, you are welcome to apply with your resume to hr@sidsnb.com