Equity Research Manager

A Leading Life Insurance Company is seeking a highly analytical Equity Research Associate – Chief Manager to join its core investment division in Mumbai. In this critical role, you will be responsible for conducting deep-dive fundamental research and tracking market developments. Furthermore, you will build robust valuation models to generate actionable investment recommendations for both listed and unlisted corporate entities. Consequently, this position is vital for maximizing portfolio returns and outperforming sector benchmarks.

The Equity Research Associate – Chief Manager must possess extensive background covering the Capital Goods sector and related industrial segments. Additionally, you will interact regularly with company management teams, industry experts, and brokers to communicate stock preferences effectively. Therefore, the firm is looking for a finance professional who can operate independently in a fast-paced investment environment. If you have a proven track record of alpha generation, this role offers an elite professional tier.

Key Responsibilities

• Track assigned corporate entities under coverage with a thorough understanding of macroeconomic factors.
• Conduct exhaustive financial and business analysis of listed and unlisted target organizations.
• Build, maintain, and update detailed financial models using advanced evaluation software.
• Publish timely stock recommendations complete with relative performance ratings and target prices.
• Prepare detailed quarterly result updates, earnings analyst notes, and management interaction summaries.
• Interact regularly with target company leadership teams, sector experts, and brokerage houses.
• Construct and rebalance model portfolios for covered sectors to communicate equity preferences.
• Analyze specific portfolio investment mandates to provide customized, high-conviction ideas.
• Monitor shifting industry trends, competitive structures, and regulatory changes within your beat.
• Ensure compliant dissemination of company updates according to internal rules and regulatory guides.

Requirements and Qualifications

• Chartered Accountant (CA), MBA in Finance, or CFA Charterholder.
• 5+ years of direct professional experience in Equity Research roles.
• Prior research experience with Mutual Funds, Insurance firms, PMS platforms, or Brokerage houses.
• Deep analytical domain knowledge and core specialization covering the Capital Goods sector.
• Proficiency with investment terminals like Bloomberg, Reuters, or Capital IQ alongside advanced spreadsheet skills.