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(₹ 100 CR & ABOVE)

Holistic & unbiased advice to protect & grow your wealth

Personalized succession plan crafted for an enduring legacy

Rich insights to govern the functioning of your family's affairs

Impact driven solutions to support the causes you care about

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(₹ 5 CR TO ₹ 100 CR)

Independent and impartial advice tailored to your needs

Ensuring seamless migration of your wealth

Helping you navigate the complexities of giving

Access to trusted insights and your wealth 24x7

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*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
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Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

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]
Contact Us

Your legacy awaits



Topic of Enquiry*:



How did you discover Waterfield?









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*Kindly note that this form does not operate as a job portal, and the HR Team will not receive information regarding your candidature
Follow Us
linkedin youtube twitter instagram
Follow Us
linkedin youtube twitter instagram
Offices

142, 14th Floor, Maker Chambers VI, Nariman Point, Mumbai - 400021

7, Avighna House, 82, Dr. Annie Besant Road, Worli Naka, Siddharth Nagar, Worli, Mumbai, Maharashtra 400018

SEBI Office: Plot No. C4-A, 'G' Block, Bandra-Kurla Complex, Bandra(East), Mumbai - 400051

18B106, 18th Floor, Berger Delhi One, Sector 16B, Noida - 201301

SEBI Office: NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi – 110023

Bengaluru

Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru – 560042

SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Chennai

Workafella No.10, Uthamar Gandhi Salai, Nungambakkam High Road, Nungambakam, Chennai - 600034

SEBI Office: 7th Floor, 756-L, Anna Salai, Chennai - 600002

Unit No. 701, A Wing, 7th floor, Sunteck Kanaka Corporate Park, Patto, Panjim, Goa - 403001

SEBI Office: 6th Floor, EDC House, Atmaram Borkar Road, Panaji - 403001, Goa

1-111, Raheja Woods 8, Central Avenue, Kalyani Nagar, Pune, MH 411006

Kolkata

916, PS Arcadia, Level 9, 4A, Camac Street, Kolkata 700016

Gujarat

GA-04, Block15, Ground Floor, Pragya Accelerator, Rd 1C, Gift City, Gandhinagar - 382355, Gujarat