Financial Analyst (Gurugram)

Financial Analyst (Gurugram)

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You’ll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.

Key Responsibilities

* Equity Research & Investment Analysis

Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation

Develop initiation and earnings update reports, sector briefs, and investment recommendations.

* PMS, AIF, and Mutual Fund Oversight

Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.

Engage with fund managers for insights and maintain regular updates.

* Financial Modeling & Due Diligence

Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.

Execute financial due diligence for new funds or investment proposals.





* Reporting & Communication

Prepare investor-ready presentations, research dashboards, and detailed write-ups.

Deliver market commentary and fund performance summaries.

* Stakeholder Interaction & Market Monitoring

Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.

Requirements & Qualification

* Educational Background

CFA, CA, MBA in Finance, or NISM certification for research professionals

* Professional Experience

5–12 years of equity research/fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds.

* Technical & Analytical Skills

Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website

Solid Excel and PowerPoint capabilities.

📌 Financial Analyst (Gurugram)
🏢 Planify Capital
📍 Gurugram