Job Title:

Senior Research Analyst

Reporting To:

Department Head

About Finnovate:

Finnovate is a
holistic financial planning and wealth advisory platform. We are passionate
about transforming the way Indians get personal finance advice. Our team is
dedicated to providing comprehensive financial solutions that cater to the
unique needs of our clients.

Job Summary

We
are seeking a research -driven Equity Research / Investment Analyst to
support buy -side investment strategies across Mutual Fund (MF), PMS, and
AIF mandates. The role involves conducting sector -agnostic equity
research, building financial models, performing company valuations, and
identifying investment opportunities. The candidate will work closely with
Portfolio Managers, prepare investment notes and recommendations, monitor
portfolio performance, and track industry and macroeconomic developments to
support informed investment decisions.

Location:

Mumbai

Employment Type:

Full time

Key Responsibilities:

o Partner closely with Portfolio Managers to support investment
strategies and portfolio decision -making across MF/PMS / AIF mandates..

o Conduct comprehensive, sector -agnostic




equity research on publicly listed companies and evaluate investment
opportunities across sectors.

o Perform deep -dive analysis of public and
private companies to identify potential investment opportunities.

o Build, maintain, and update financial
models (DCF, relative valuation, scenario and sensitivity analysis) for
existing and prospective investments.

o Carry out detailed company valuations and provide well -researched buy -side investment recommendations.

o Analyze financial statements, annual
reports, investor presentations, and management commentary to assess
company performance and outlook.

o Track industry trends, regulatory
developments, macroeconomic factors, IPOs, corporate actions, and quarterly
results to monitor and validate investment theses.

o Prepare detailed research notes, investment
ideas, event updates, and presentations for internal discussions and
stakeholders.

o Monitor portfolio holdings across MF / PMS / AIF portfolios,
providing periodic performance evaluation and risk analysis.

o Monitor portfolio holdings and provide




periodic performance and risk analysis.

o Participate in management calls, earnings
reviews, and industry interactions to strengthen research insights and
support investment decisions.

Qualification & Skills:

· 10 years of experience in equity research,
with substantial experience in a decision -making role within an AMC, PMS,
or AIF.

· Robust expertise in the Indian equity
markets, with a proven ability to identify structural trends, navigate
market cycles, and generate consistent alpha.

· Demonstrated experience in building and
leading investment teams, including recruiting, mentoring, and managing
fund managers and analysts.

· Postgraduate from a reputed institution; CFA
Charter holders or CAs will be highly preferred.