Equity Analyst

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: - ( - )

Experience: 5+ yrs

Location: Mumbai, Maharashtra, India

Job Type: Full-time

We are looking for an experienced Buy-Side Investment Analyst to conduct in-depth fundamental research and investment analysis across sectors such as Capital Goods, Oil & Gas, Metals & Mining, and Consumer Technology.

The role is suited for an investment professional with strong analytical capabilities, sector expertise, and the ability to translate company and industry-level research into actionable investment insights. You will evaluate businesses, financial performance, industry trends, management quality, and key investment risks to support informed portfolio and investment decisions.

Key Responsibilities

• Conduct fundamental research across Capital Goods, Oil & Gas, Metals & Mining, and Consumer Technologysectors.
• Identify and evaluate potential investment opportunities within the assigned sector coverage.
• Analyse company business models, competitive positioning, industry structure, growth drivers, and key risks.
• Build and maintain detailed financial models to assess company performance, earnings potential, and valuation.
• Analyse financial statements, annual reports, investor presentations, earnings releases, and other company disclosures.
• Track quarterly results, management commentary, guidance, capital allocation, and key operating metrics.
• Conduct valuation analysis using appropriate methodologies and industry-specific benchmarks.
• Develop and maintain detailed investment theses supported by fundamental research and financial analysis.
• Monitor sector trends, macroeconomic developments, regulatory changes, commodity cycles, and competitive dynamics.
• Engage with company management, industry participants, experts, and other relevant stakeholders where appropriate.
• Track portfolio companies and reassess investment theses based on new information and changing business fundamentals.
• Identify key catalysts, downside risks, earnings drivers, and factors that could affect investment outcomes.
• Prepare concise research reports, investment notes, presentations, and recommendations for senior investment stakeholders.
• Present research findings and investment views clearly, supported by data and independent analysis.
• Maintain a structured research process and continuously expand sector and company knowledge.
• Collaborate with the broader investment team while demonstrating independent ownership of assigned research coverage.

What Makes You a Great Fit

• 5+ years of experience in buy-side equity research, investment analysis, portfolio research, or a closely related investment role.
• Strong experience conducting fundamental equity research with a clear understanding of investment analysis.
• Demonstrated sector expertise in one or more of Capital Goods, Oil & Gas, Metals & Mining, or Consumer Technology.
• Strong financial modelling and valuation skills.
• Excellent understanding of financial statements, accounting fundamentals, and company analysis.
• Ability to evaluate business quality, competitive advantages, management capabilities, growth prospects, and investment risks.
• Strong understanding of industry and sector dynamics and their impact on company performance.
• Experience developing independent investment theses and presenting research-backed investment views.
• Strong analytical and quantitative skills with exceptional attention to detail.
• Ability to interpret complex financial and operational information and convert it into clear investment insights.
• Strong written and verbal communication skills.
• Intellectual curiosity and a strong interest in businesses, markets, industries, and long-term investment themes.
• Ability to work independently, challenge assumptions, and develop differentiated research perspectives.
• Strong ownership of research coverage, with the ability to manage multiple companies and research priorities effectively.
• Professional qualifications such as CFA, CA, or MBA in Finance would be an advantage.