Key Responsibilities: Research & Investment Responsibilities: • Conduct in-depth fundamental analysis of listed companies across sectors. • Build and review financial models (DCF, relative valuation, scenario analysis). • Generate high-conviction investment ideas. • Publish detailed research reports and investment notes. • Track earnings, industry trends, and macroeconomic developments. • Participate in management meetings and concalls. Team Management Responsibilities: • Lead and supervise a team of equity research analysts. • Allocate sector coverage and research assignments. • Review and validate financial models and reports prepared by team members. • Mentor junior analysts and support their career development. • Ensure timely delivery of high-quality research output.



• Conduct performance reviews and provide constructive feedback. • Coordinate with Sales, PMS, and Portfolio Management teams for research alignment. Required Skills & Competencies: • Strong leadership and team management ability • Advanced financial modeling and valuation expertise • Strategic thinking and decision-making skills • Solid communication and presentation skills • Ability to manage deadlines and multiple research projects Educational Qualification: • CA / CFA (Level 2/3 preferred) • 58 years of relevant equity research experience • Prior experience managing a research team preferred

📌 Equity Research Associate (Pune)
🏢 Purnartha Investment Advisors
📍 Pune