Position: Equity Research Analyst BFSI (Buy-Side)

Location: Mumbai Andheri
Experience: ~10 years total experience with 5–6 years in BFSI research
Qualification: MBA (Finance) / CA

About the Role:

We are seeking an experienced BFSI Analyst to join our buy-side investment team. The role will involve end-to-end sector coverage and close coordination with the Fund Manager on portfolio construction, tracking, and strategy. The ideal candidate should possess strong research depth across both lending and non-lending financials, with a proven record of generating actionable investment ideas and contributing to portfolio returns.
Candidates from rated sell-side firms or reputed institutions are also welcome.

Key Responsibilities:

- Reporting directly to the Fund Manager, work closely on portfolio creation, tracking, and review.

- Conduct in-depth fundamental and valuation research across BFSI (lending and non-lending) – including banks, NBFCs, insurance, broking, fintech, and AMCs.

- Build and maintain detailed financial models, perform scenario/sensitivity analyses, and monitor key valuation metrics.

- Track sectoral developments, regulatory changes, macro trends, and quarterly results for portfolio and watchlist companies.

- Provide results updates and actionable insights to the Fund Manager and investment committee.





- Contribute to investment strategy formulation aimed at optimizing portfolio performance and maximizing returns.

- Prepare research notes, quarterly updates, investment memos, and presentations for internal and client discussions.

- Liaise with company managements, industry experts, and market participants for differentiated insights and investment theses.

- Support the team in identifying alpha-generating opportunities through bottom-up research and data-driven evaluation.

Candidate Profile:

- Around 10 years of total experience, with 5–6 years dedicated to BFSI equity research.

- Strong coverage experience across lending (banks/NBFCs) and non-lending (insurance, fintech, broking, AMCs) sectors.

- Prior exposure to portfolio construction, investment tracking, and performance evaluation preferred.

- Experience in buy-side research preferred; sell-side candidates from rated/reputed firms may also apply.

- Excellent skills in financial modelling, valuation, and sector analysis.

- MBA (Finance) or CA qualification mandatory.

- Analytical mindset with solid communication and presentation abilities.

- Proven ability to contribute meaningfully to investment strategy and return maximization.

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