Senior Equity Research Analyst

• Opportunity to work with one of India's largest family office
• Opportunity to work with the CIO and Deputy CIO directly in deploying funds

About Our Client

The Family Office is among the largest in India and is associated with a publicly listed company. It invests in listed public equities and advises the family on investments across a broad range of asset classes. The investment team is headquartered in Mumbai.

Job Description

• Conduct in-depth fundamental research and analysis of listed equity investment opportunities across sectors, including detailed review of financial statements, business models, competitive positioning, and management quality.
• Build and maintain robust financial models, valuation frameworks, and investment theses to support portfolio construction and investment decision-making.
• Prepare high-quality research reports, investment notes, and recommendations for the Family Office's investment committee and key stakeholders.
• Monitor portfolio holdings and track company-specific developments, industry trends, macroeconomic factors, and market events that may impact investment performance.
• Engage with company management teams, industry experts, brokers, and research providers to gather insights and strengthen investment conviction.
• Collaborate closely with senior members of the investment team to identify, evaluate, and execute high-conviction investment opportunities.
• Support the Family Office in assessing investment opportunities across other asset classes by conducting research, due diligence, and market analysis as required.
• Provide timely updates on portfolio companies and key market developments, highlighting risks, opportunities, and recommended actions.
• Maintain high standards of analytical rigor, governance, and compliance with applicable regulatory requirements and internal investment policies.
• Contribute to the long-term wealth creation and capital

The Successful Applicant

We're looking for someone who has:

• A strong background in equity research with 6-8 years of overall experience
• Solid knowledge of the financial services and investment/asset management sector.
• Confidence in using financial modelling tools and software.
• Excellent analytical and critical thinking skills.
• CA/CFA/MBA - either or is a must have.
• Strong written and verbal communication skills for preparing reports and presentations.

What's on Offer

• Competitive salary package based on skills and experience.
• Opportunities to work on challenging and impactful projects.
• Exposure to the varied world of investment and asset management.

If you're ready to move forward in your career, consider applying for this role.

Quote job ref: JN-072026-7074031