Job Description

Perform Research on assigned Sectors from an investment perspective by preparing business forecasts and valuation models

Reporting to: Chief Investment Officer (CIO)
Role Responsibilities
- Analyze companies within assigned sectors from an investment perspective by preparing business forecasts and valuation models
- Conduct in-depth research on various asset classes, industries, and market trends to identify investment opportunities and risks.
- Keep abreast with sector trends, make an assessment of the impact on individual companies and fund portfolios, and inform fund managers in a timely fashion
- Monitor and track the performance of existing investments in the portfolio and provide regular reports and updates to the investment team.
- Meet company managements, attend analyst meets, conference calls, interact with sell-side research analysts and peer group
- Identify investment opportunities in assigned industry sectors and make appropriate portfolio recommendations
- Develop,



maintain and improve valuation screens for sectors assigned with a view to identifying investment opportunities ahead of competition
- Prepare research reports and investment recommendations for use by internal stakeholders and clients.
- Will be responsible for providing multi sector research inputs to the CIO and Fund Managers.
Qualification Skillsets
- MBA (Finance) / CA / CFA is preferred

Industry : Financial Services

Job Locations : Mumbai
Traits Required:
- Strong financial modelling skills, knowledge and application of business valuation theories
- Person should be self-motivated, ambitious, energetic, and demonstrating the ability to work within a multicultural team.
- A prior equity research background will be an added advantage.
- Excellent verbal and written English communication and presentation skill.
- Should be an organized person.
Who can apply :
- 2-6 years post qualification experience which is relevant to the research function. Specifically, working know

📌 Equity Research Analyst (Mumbai)
🏢 BOI AXA MF
📍 Mumbai