Investment Research & Idea Generation

• Independently initiate, execute, and deliver high-quality equity research for global institutional clients.

• Develop differentiated investment views across companies, sectors, countries, and relevant macro themes.

• Conduct in-depth company and sector research covering business models, competitive positioning, key drivers, catalysts, and risks.

• Build and maintain detailed financial models with a strong understanding of revenue, cost, margin, working capital, capex, and cash-flow drivers.

- Demonstrate strong knowledge of accounting, corporate finance, valuation methodologies, and financial statement analysis.
- Translate analysis into earnings forecasts, valuation conclusions, investment theses, and stock recommendations.

• Quickly assess key business drivers, KPIs, valuation frameworks, and risks across sectors.

• Apply analytical judgment to challenge assumptions and assess second- and third-order implications of developments.

• Working knowledge of Python, VBA, or similar analytical tools would be an advantage.

Research Writing & Communication

- Produce institutional-quality research demonstrating analytical depth, clarity, and sound investment judgment.

• Prepare earnings updates, company notes, sector/thematic reports, and initiation-of coverage reports.

• Develop explicit investment theses supported by financial analysis, valuation, catalysts, and risks.





• Communicate complex investment arguments clearly and succinctly, both verbally and in writing.

• Participate confidently in idea-driven discussions and defend views through evidence-based reasoning.

• Ensure high standards of accuracy, consistency, and presentation across research output.

Client Engagement

• Engage proactively with institutional investment professionals through research and investment discussions.

• Build credibility with senior stakeholders through expertise, responsiveness, independent thinking, and consistent execution.

• Understand client investment priorities and proactively identify relevant ideas, themes, and developments.

• Operate independently with minimal process handholding and build long-term, research-led client relationships.

POSITION REQUIREMENTS

Functional Requirements

• MBA/PGDM in Finance from a reputed institution,

CFA, CA, or equivalent qualification.

• 5+ years of relevant equity research experience, preferably in institutional sell-side research.

• Strong financial modelling, forecasting, accounting, valuation, and financial statement analysis skills.

• Experience preparing institutional research, including company updates, earnings reports, sector/thematic reports, and preferably initiation reports.

• Exposure to global markets, multiple sectors, financial databases, AI/LLM tools, Python, or VBA would be advantageous.

📌 Equity Research Analyst (Mumbai)
🏢 Aranca
📍 Mumbai