Role Overview

Key Highlights

Job Location: mumbai

Designation: AVP and VP

Experience: 5 - 10 years

Functional Area: Research

About the Role

AVP & VP is responsible for monitoring the performance of the portfolio companies to ensure the investment thesis is playing out and the assigned sector is generating the desired alpha.

Department : Research
CTC : As per industry standards

Key Roles and Responsibilities 

  • Preparing detailed financial statement and in-depth analysis & valuation of companies under coverage, peer comparison.
  • Preparing detailed equity research reports and/or presentations.
  • Tracking significant events in India and globally, which could impact the portfolio companies and sectors.
  • Tracking block deals, brokerage reports, daily news, blogs etc. and analysis of the same of our coverage universe.
  • New Stocks idea generation through a study of quantitative and qualitative information.
  • Ability to work on different databases like ACE, Prowess, Bloomberg, etc.
  • Ability to work in a dynamic environment with good communication skills.


Job Profile Requirement 

  • Overall 5 - 10 years of experience in Fundamental Equity Research (some Buy-Side experience preferred) across multiple sectors.
  • CA, CFA or MBA from a reputed college.
  • NISM Research Analyst Certification / NISM Investment Advisory Certification – Level 1 & 2. (Can appear post joining if not done so far).

© Research & Ranking
SEBI Registered Investment Adviser Details:

Registered Name: Equentis Wealth Advisory Services Private Limited
Type of Registration: Non-Individual
Registration No.: INA000003874
Validity: Dec 08, 2015 – Perpetual

Address: Equentis Wealth Advisory Services Private Limited, Marathon Futurex, A-603 6th Floor, Mafatlal Mills Compound, N M Joshi Marg, Lower Parel East, Mumbai 400013
Telephone: +91 22 61013800/18 | Email: | © Copyright 2021 Equentis Wealth Advisory Services Pvt. Ltd. All Rights Reserved. | GSTIN : 27AADCE9006E1ZV
Principal Officer: Manish Goel, Email:, +91 22 61013800

SEBI Office Details: SEBI Bhavan BKC

Address: Plot No.C4-A, 'G' Block Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra | Tel : +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22
Email: | Toll Free Investor Helpline: 1800 22 7575