Role Overview

Key Highlights

Job Location: mumbai

Designation: Fundamental Research Analyst

Experience: 4-5 years

Functional Area: Research

About the Role

Fundamental Research Analyst is responsible for the creation and maintenance of financial models/reports of portfolio companies, identifying new ideas, tracking major events in the equity market.

Department : Research
Reporting To : CIO
CTC : Upto 10-15 lakhs per annum


Key Roles and Responsibilities 

  • Preparation of detailed financial statement and in-depth analysis & valuation of companies under coverage, peer comparison.
  • Preparing detailed equity research reports.
  • Tracking major events in India and globally which could impact the portfolio companies and sectors.
  • Monitoring performance of the portfolio companies to ensure the investment thesis is playing out.
  • Tracking block deals, brokerage reports, daily news, blogs, etc. and analysis of the same of our coverage universe.
  • New stocks idea generation through the study of quantitative and qualitative information.


Job Profile Requirement 

  • Overall 4 - 5 years of experience in equity research across multiple sectors will be preferred.
  • Degree in Finance / MBA or equivalent from a reputed college/ CA (Certifications in courses like CFA, CCRA, FRIM, etc. will be an added advantage).
  • NISM Research Analyst Certification. **
  • NISM Investment Advisory Certification – Level 1 & 2. **


Required Competencies

  • Lucid report writing and good presentation skills.
  • Skilled in analyzing and interpreting financial data & statements.
  • Should be well conversant with economics and finance and market terms.
  • Should have excellent MS Office skills (Excel, Outlook, Word & PowerPoint).
  • Ability to work on different databases like ACE, Prowess, Bloomberg, etc.
  • Ability to work in a dynamic environment with good communication skills.

Note:      ** Mandatory (Can appear post joining if not done so far)
               Mumbai candidates only can apply
               Shortlisted profiles will be contacted via email


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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
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