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.
• Strong understanding of equity markets, portfolio construction, and investment
strategies.
• Robust 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