About the Role:
Responsibilities (include, but are not limited to):
- Monitor and analyse US macroeconomic indicators including GDP, CPI, PPI, employment data, Fed policy, yield curve dynamics, and consumer sentiment on an ongoing basis
- Track Federal Reserve communications, FOMC decisions, and interest rate expectations, and assess their implications for equity market valuations and sector allocation
- Conduct ongoing coverage and analysis of key US equity sectors including Technology, Healthcare, Financials, Energy, Industrials, Consumer Discretionary, Consumer Staples, Real Estate, Utilities, and Materials
- Identify attractive sectors based on macro tailwinds, earnings momentum, and relative valuations
- Screen the US equity universe using quantitative filters — including valuation multiples (P/E, EV/EBITDA, P/B, P/FCF),growth metrics, profitability ratios, and balance sheet quality — to surface investable ideas
- Conduct in-depth fundamental analysis on individual companies, including revenue and earnings drivers, competitive positioning, management quality,



capital allocation history, and ESG considerations
- Monitor portfolio-level metrics including sector weights, factor exposures (value, growth, quality, momentum), concentration risk, and beta relative to benchmark
- Recommend and execute portfolio rebalancing actions based on changes in conviction, relative valuation, position sizing rules, and evolving macro conditions

Required Competencies (include, but are not limited to)
- 3-5 years of experience in equity research, asset management, investment banking, or a related buy-side or sell-side setting with direct exposure to US public equities
- Strong foundational knowledge of financial statement analysis, valuation methodologies, and equity research frameworks
- Proficiency in financial modelling with advanced Excel skills
- Working knowledge of US market structure, SEC filings, and regulatory reporting standards (10-K, 10-Q, 8-K, Proxy Statements)
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📌 Equity Research Analyst (Mumbai)
🏢 Celerity Consulting Private
📍 Mumbai