• 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
• Solid 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).