Equities Research Specialist

Location: Mumbai | Experience: 5 to 7 years

Objective of the role

Conducting in-depth research and analysis of equity securities to support investment decisions and strategies for high-net-worth clients. Provide insights and recommendations on individual stocks, sectors, and market trends, contributing to the overall investment strategy and portfolio construction.

Roles and responsibilities

Conduct comprehensive research on individual stocks, sectors, and market trends.
Analyze financial statements, industry reports, and market data to evaluate the performance and potential of equity investments.
Develop financial models and forecasts to assess valuation and growth prospects.
Generate investment ideas and provide actionable recommendations to portfolio managers and advisors.
Prepare detailed research reports and presentations on investment opportunities.
Continuously monitor and update recommendations based on market developments and company performance.
Stay abreast of global economic trends, geopolitical events, and regulatory changes that impact equity markets.
Track relevant news, earnings releases, and corporate actions to provide timely updates and insights.
Assess market sentiment and investor behavior to inform investment strategies.
Work closely with wealth advisors and portfolio managers to align research findings with client investment strategies.
Participate in investment committee meetings to discuss research insights and portfolio adjustments.
Provide support and expertise for client presentations and meetings.
Identify and evaluate potential risks associated with equity investments.
Recommend risk mitigation strategies and ensure alignment with clients' risk tolerance and investment objectives.
Maintain compliance with industry regulations and firm policies.

Attributes required / preferred skills

Strong knowledge of financial markets, equity analysis, and investment strategies.
Proficiency in financial modelling, valuation techniques, and data analysis.
Strong numerical and communication skills.
Excellent quantitative and qualitative analytical skills.
Ability to multi-task, deliver high quality service.
Ability to work individually and in a team environment, fast-paced deadline-oriented environment.
Organization and planning skills. Critical thinking and problem-solving abilities.

To Apply, email us at [email protected]