Key Responsibilities

Investment Research & Analysis

- Conduct in-depth fundamental research on equities, sectors, and markets, including analysis of financial statements, business models, valuation metrics, and macroeconomic indicators.

- Prepare financial models, forecasts, and investment notes to support fund managers in portfolio construction and investment decisions.

- Monitor equity markets and sectors to identify potential investment ideas and flag them to senior team members

- Track company developments, earnings announcements, corporate actions, and industry trends.

- Interact with company management, sell-side analysts, and other market participants to gather insights on business performance and investment potential.

Equity Dealing & Trade Execution

- Execute equity trades efficiently and accurately in line with approved investment strategies, IRDAI regulations, and internal policies.

- Ensure timely placement, modification, and execution of orders while achieving best execution standards.

- Coordinate closely with fund managers to align trade execution with portfolio objectives and market conditions.

- Maintain strong working relationships with brokers and counterparties to ensure access to liquidity and market intelligence.

- Monitor trade confirmations, settlements,



and post-trade processes in coordination with mid-office and back-office teams.

Requirements

Key Skills & Competencies

- Strong understanding of equity markets, valuation techniques, and trading strategies.

- Practical experience in equity trade execution, order management systems, and post-trade processes.

- Familiarity with IRDAI investment guidelines and regulatory frameworks (added advantage).

- Proficiency in financial tools and platforms such as Bloomberg, Excel, and trading systems.

- High level of analytical rigour with the ability to synthesize research into actionable investment insights.

- Excellent communication and interpersonal skills to work effectively with fund managers, brokers, and internal teams.

- Robust attention to detail, accuracy, and the ability to work under tight market-driven deadlines

Qualifications & Experience/Requirements

• Bachelors degree in Finance, Economics, Accounting, or a related field.

- Pursuing / completed professional qualifications such as CFA / MBA / FRM will be an advantage

- Upto 5 years of relevant experience in equity research, investment analysis, equity dealing

- Experience within insurance sector or other regulated financial institutions is preferred but not

mandatory

📌 Equity Analyst (Hyderabad)
🏢 Kshema General Insurance
📍 Hyderabad