Job title: Equity Analyst
Job description:
I) We are seeking a Research Analyst for listed and unlisted equity. Key responsibilities are:
a) Research and analysis
-- Company analysis - business model, competitive advantage, scalability, management, CG, etc (bottom up)
-- Industry research - market trends and mega trends (top down)
-- Valuation and Peer analysis
-- Modelling: sanity check for assumptions and forecasts (not looking for excel minutiae)
-- Due diligence if needed: plant visits, scuttlebutt, channel checks, etc.
-- Research / investment meetings with various stakeholders
Above should culminate in generation of investment ideas and providing actionable recommendations
b) Deal execution (unlisted equity)
-- Participation in negotiation
-- Broad understanding of deal documents like Term Sheet, SSA, SHA, etc.
-- Coordinating with other stakeholders like promoters, legal for execution and compliance
-- Complete transaction life cycle documentation
c) Performance monitoring:
-- Preparing and maintaining database / analytics of investee's progress in terms of financials,



future funding rounds and valuation, key events, etc.
-- Attending company meetings and related events
II) We expect the candidate to learn, grow and eventually start contributing to other aspects of a family office including:
-- Build connections within the eco-system: advisors, wealth outfits, i-bankers, etc.
-- Evaluate managed products like SIF, MF, PMS, AIF, etc.
-- Participate in asset allocation decisions
-- Contribute to international diversification efforts
-- Learn to develop a balance between absolute returns and risk-adjusted returns
-- Provide insights on market conditions and outlook
III) Essential requirements:
-- Prior experience as buy-side equity analyst at a fund or family office
-- CA or MBA (Finance) qualification
-- Relevant work-ex: 3-8 yrs
IV) Desirable attributes:
-- Experience of debt / credit markets
-- Working knowledge of applicable laws
-- CFA Candidate or Ch

📌 Equity analyst (Pune)
🏢 Duroshox
📍 Pune