Equity Research Analyst

A Leading Life Insurance Company is seeking a strategic Equity Research Analyst to drive its investment performance. In this pivotal role, you will be responsible for identifying high-growth investment opportunities within the Indian equity market. Furthermore, you will conduct deep-dive fundamental research and build complex valuation models to support the fund management team. Consequently, this position is vital for delivering superior risk-adjusted returns for our policyholders.

The Equity Research Analyst must possess a thorough understanding of sector dynamics and company financial health. Additionally, you will participate in management meetings and industry conferences to gain proprietary insights. Therefore, the company is looking for an analytical professional with a passion for the capital markets. If you are a CFA or MBA with a track record in pickings winning stocks, this Equity Research Analyst role offers a premier platform for your career.

Key Responsibilities

• Conduct primary research on assigned sectors to identify attractive investment opportunities.
• Build and maintain detailed three-statement financial models and valuation frameworks (DCF, Relative Valuation).
• Prepare investment memos and reports with clear “Buy/Sell/Hold” recommendations.
• Monitor portfolio companies’ quarterly performance and update investment theses accordingly.
• Liaise with sell-side analysts and participate in corporate earnings calls and management meetings.
• Collaborate with the Fund Manager to refine sector allocation and stock selection strategies.
• Track macroeconomic indicators and regulatory changes that impact specific industries.
• Perform channel checks and visit manufacturing sites or offices to verify business progress.
• Maintain a database of industry-specific metrics and competitive benchmarking data.
• Ensure all research activities comply with internal governance and IRDAI investment regulations.

Requirements and Qualifications

• MBA Finance from a top-tier institute or Chartered Accountant (CA).
• CFA Charterholder or candidate is highly preferred.
• 4 to 7 years of experience in buy-side or sell-side equity research.
• Excellent financial modeling skills and proficiency in Bloomberg or Reuters.
• Strong presentation skills to communicate investment ideas to the Investment Committee.