Role Summary

Designation - Equity Research Analyst

Sector - Chemicals & API The investment analyst will join a close-knit, highly motivated research team, contributing to the fund manager’s efforts to achieve superior fund performance by identifying valuable businesses having high potential for growth. This role requires a strong sense of ownership and responsibility in supporting the fund manager’s strategic decision-making. The ideal candidate will be one who possesses a blend of analytical thinking, curiosity, and passion for equities.

They should be proactive, seeking ownership of their work, and be comfortable with both field and desk-based research.

Role Specifications

- Identify, conduct in-depth analysis, and effectively communicate high-growth investment opportunities with a keen eye on accounting principles and risk/reward dynamics across various business cycles.
- Possess strong communication and interpersonal skills to lead and mentor a team of junior analysts, effectively allocating and supervising work to maximize coverage of potential opportunities.
- Demonstrate in-depth knowledge of business dynamics, including competitive analysis and the business value chain encompassing vendors, customers, regulators, and bankers.
- Voracious reader with the ability to process large volumes of information with enthusiasm.
- Present well-reasoned and articulated investment recommendations to the fund manager.
- Conduct visits to company sites,



engage with various stakeholders including vendors, customers, management, competitors, regulators, and financiers, to cultivate a comprehensive understanding of business prospects and drivers.
- Demonstrate a strong foundation in accounting principles and financial statement analysis, paired with a passion for numbers and the ability to perform thorough ground-level due diligence and channel checks.

Qualifications & Skills

- Candidates should possess 2 to 5 years of experience in equity research in the chemicals, API and Pharmaceuticals sectors
- Preferred qualifications include CA and / or CFA (level 3 cleared).
- Must demonstrate strong critical thinking, analytical, research, communication, and writing abilities.
- Should possess a high degree of independence, diligence, and trustworthiness,

Benefits

- Industry standard competitive compensation (fixed + variable) based on qualifications and experience.
- Ability to shape career into a buy-side fitment role getting learning and insights on decision making and portfolio construction

Application instructions

If you are interested in joining our team at Fortress Holdings, please send your resume to [email protected] with subject line “Application for Equity Research Analyst - Chemicals & API”.

If your credentials match our requirements, our team will be eager to talk to you.

📌 Equity Research Analyst (Mumbai)
🏢 Fortress Family Office
📍 Mumbai