Equity Research Analyst - Institutional/Asset Management Domain

Job Title : Equity Research Analyst - Institutional / Asset Management
Years of Experience- 5-7 Years
Job Function:
About the Role:
We are seeking an experienced Senior Equity Research Analyst to lead fundamental research and investment analysis across assigned sectors. The role involves generating high-conviction investment ideas, building robust financial models, supporting portfolio decisions, and contributing to long-term investment strategy. Based on performance, this role may offer a progression path into Portfolio / Fund Management.
Key Responsibilities:
- Lead fundamental equity research across assigned sectors (BFSI / IT / Pharma or others).

- Prepare initiating coverage reports, earnings review notes, and thematic research.
- Build, maintain, and review advanced financial models including forecasting, scenario analysis, and valuation.
- Apply valuation methodologies such as DCF, Relative Valuation, and Comparable Analysis.
- Develop clear investment theses, stock recommendations, and risk assessments.
- Track macroeconomic, regulatory, and sector-specific developments impacting portfolio companies.
- Support portfolio construction, stock selection, and performance monitoring.
- Interact with company management, participate in plant/site visits, concalls, and analyst meetings.
- Prepare client-ready investment commentaries, presentations, and market outlook reports.
- Mentor junior analysts and collaborate with leadership on research quality and product strategy.
- Respond to ad-hoc research requests from internal stakeholders, sales, and investment teams.
Required Skills & Expertise:
- Strong expertise in Equity Research, Fundamental Analysis, and Financial Modelling.
- Hands-on experience with DCF, Relative & Comparative Valuation techniques.
- Proficiency in Bloomberg Terminal, Capital Line, Ace Equity, and other research databases.
- Advanced knowledge of MS Excel (financial models, scenario analysis) and PowerPoint.
- Strong analytical, problem-solving, and investment thesis articulation skills.
- Ability to work independently in a fast-paced investment environment.
- Excellent written and verbal communication skills for client and management interactions.
Experience & Qualifications:
- 5+ years of experience in buy-side or sell-side equity research and/or portfolio support roles.
- Proven research experience in BFSI / IT / Healthcare / Pharma sectors preferred.
- Professional qualifications such as CA / CFA / MBA (Finance) are preferred.
- Prior exposure to institutional clients, asset management, or wealth management is an advantage