We are seeking a highly skilled Family Office Head & Investment Analyst with a strong background in equity markets and deep value investing. The ideal candidate should have the ability to work independently in a high-pressure workplace, while demonstrating strong ethics and integrity. The role involves building financial models, conducting industry research, and providing strategic recommendations for clients.
The candidate should possess excellent communication skills and be comfortable in pitching to clients.
Responsibilities
Graduate in Commerce with relevant experience in Equity Markets
Deep understanding of value investing and long-term vision
Ability to work independently with limited guidance
Robust ethics and integrity
Building financial models and maintaining databases
Interpretation of financial statements
Researching Indian and International companies across sectors
Aligned with fundamental research methodology
Deep industry research capability across sectors
Maintaining DCF models for each company
Good understanding of Accounting and Tax policies
Writing Notes for IPO and quarterly earnings
Creating Powerpoint presentations for client pitches
Learning data extraction software used for equity research
Excellent communication and people skills
Ability to carry out Ratio Analysis
Analyzing and synthesizing research findings
Recommending stock ideas backed up by sound research
Detailed review of financial statements, estimates and projections
Developing in-depth valuation models for stocks
Skills and Experience
Graduate in Commerce, B.COM/M.COM/CA/CFA/MBA (Finance)
4 to 6 years of relevant experience in Equity Markets
Knowledge of databases like Bloomberg, Reuters, etc.
Robust analytical capabilities
Advanced level of Excel knowledge
Familiarity with research software like Capital-line, Bloomberg, Reuters, etc.
Excellent communication, relationship management, and networking skills
Ability to work in a self-managed, entrepreneurial environment
Robust team player
Requirements
Requirements:
Graduate in Commerce
B.COM/M.COM/CA/CFA/MBA (Finance)
Relevant experience of 4 to 6 years in Equity Markets
Knowledge of databases like Bloomberg, Reuters, etc.