Role & responsibilities

- Generate differentiated, high-conviction investment ideas in direct equity stocks through fundamental, bottom-up research across sectors.
- Develop investment theses with a clear view on long-term business quality, risk/reward, key catalysts, and variant perception versus consensus.
- Build and maintain financial models for companies in the portfolio and investment pipeline.
- Analyze various investment proposals across mutual funds and AIF space.
- Monitor the firms mutual fund investments tracking performance, portfolio holdings, style and strategy drift, fund manager changes, and risk metrics
- Meet existing and potential companies and fund managers
- Track the broader coverage universe, monitoring earnings, management commentary, industry data, and macro developments.
- Present and defend investment recommendations to the investment team and the Board.
- Conduct primary research - channel checks, expert calls, management meetings, conference and site visits - to build proprietary insight.
- Maintain ongoing conviction monitoring on existing positions, proactively flagging changes to the thesis, valuation, or risk profile.
- Contribute to a rigorous, debate-driven research culture, sharing ideas across the investment team.





Preferred candidate profile

Qualifications & Experience

- Bachelors / Master’s degree in Finance, Economics, Business, or related field; CFA candidature will be preferred.
- 5–7 years of experience in equity research, preferably on the buy-side. Strong sell-side candidates with relevant experience will also be considered.

Key Skills & Competencies

- Strong financial modelling, valuation, and financial statement analysis skills.
- Excellent analytical, critical-thinking, and problem-solving abilities.
- Ability to develop independent, research-driven investment views and challenge consensus.
- Robust written, verbal, and presentation skills with the ability to communicate investment ideas effectively.
- High ownership, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Preferred Industry Exposure

- Asset/ wealth management companies, equity brokerages, family offices, or institutional investors
- Sell-side or buy-side equity research roles
- Experience interacting with listed company management and investor relations teams
- Exposure to benchmark-oriented portfolios is an advantage

📌 Equity Research Analyst (Goa)
🏢 V.M. Salgaocar & Bro.
📍 Goa