Role Overview

We are seeking an experienced Equity Research Specialist to evaluate, research,

and recommend listed equity fund managers and investment strategies for inclusion on the firm's approved platform. The role involves in-depth qualitative and quantitative assessment of investment managers, portfolio analysis, performance attribution, and interaction with leading fund managers to support product selection and fundraising initiatives.

Key Responsibilities

- Conduct due diligence on domestic and global listed equity fund managers and investment strategies.
- Evaluate investment philosophy, portfolio construction, performance, and risk management.
- Perform portfolio analytics, performance attribution, and quantitative analysis.
- Analyse sectors, companies, and macroeconomic trends to assess portfolio positioning.
- Engage with fund managers and prepare investment recommendations for internal committees.




- Monitor approved managers and support product positioning and fundraising initiatives.

Desired Candidate Profile

- 8–10+ years of experience in equity research, manager research, or institutional investment analysis.
- Solid understanding of equity markets, portfolio construction, and investment strategies.
- Strong analytical, quantitative, and communication skills with the ability to form independent investment views.

Educational Qualifications

- CA, CFA Charter holder (or advanced candidate), or MBA (Finance) from a reputed institution.

Preferred Skills

- Proficiency in Excel, PowerPoint, Bloomberg, Morningstar Direct, and portfolio analytics tools, drafting newsletters.

📌 Equity Research Specialist (Mumbai)
🏢 360 ONE
📍 Mumbai