Job Profile

JOB DETAILS

JOB SPECIFICATION

Position: Assistant Manager Equity Research
Location: Mumbai/ Gurgaon
Reporting to: Senior Manager Investment Research & Analytics

KEY RESPONSIBILITIES
Investment Research and Idea Generation
Conduct independent, bottom-up and thematic equity research across emerging and international
markets with a focus on idea generation rather than static deliverables.
Actively contribute recent investment ideas and continuously revisit and refine an existing internal
idea universe of ~250 companies.
Develop and articulate differentiated views on macro, country, sector, and company-specific
developments.
Quickly understand and assess key business drivers, KPIs, valuation frameworks, and risk factors
across diverse sectors.
Maintain strong working knowledge of emerging and international markets, with familiarity across
India, Brazil, Chile, UAE, Saudi Arabia, Greece, Poland, Romania, Kazakhstan, South Africa, Indonesia,
Thailand, and Malaysia.
Cover a broad and flexible set of sectors, including but not limited to Utilities, Energy, Banking &




NBFCs, Consumer Discretionary, Auto Components, Mining, Metals, and Coal. While deep
specialization across all sectors is not expected, the ability to rapidly get up to speed and form credible,
investable views is essential.
Stay updated on market trends and macroeconomic events impacting investment strategies.
Knowledge of coding language is preferred (VBA, Python etc)

Writing & Communication
Produce high-quality market commentaries that demonstrate clarity of thought, balance, and
investment judgment.
Writing style must align with buy-side expectation i.e., insightful, concise, and opinionated rather
than descriptive.
Participate actively in weekly client calls every and client s internal Emerging Markets team meeting
Be comfortable in open-ended, idea-driven discussions, often without rigid agendas.

Client Engagement
Engage with the client primarily through intellectual contribution rather than

📌 Assistant Manager Equity Research (Mumbai)
🏢 Aranca
📍 Mumbai