Equity Research Analyst

• About Finnovate: Finnovate is India’s largest financial planning platform that specializes in
• providing successful professionals with a disciplined approach to help
• them achieve their financial goals safely, surely, swiftly
• To date we have helped over 3500 professionals and their families achieve
• purpose and structure to their financial lives through our FinnFit™
• Financial planning process. This is available through our experts as well as
• through a transparent technology platform.
• We are a zero-commission, product-agnostic and holistic SEBI-registered
• investment advisory (RIA) firm. Finnovate is a customer-first platform that
• prioritizes unbiased advisory and is gaining increased recognition with the
• rise of awareness of direct products.
• Finnovate has successfully raised over USD 3 million from marque
• investors to drive our next league of expansion and impact. We have
• recently secured a PMS license from SEBI to provide most convenient,
• flexible and multi-asset portfolio management using direct products for our
• clients.
• We are in a growth phase where you can contribute ideas across the
• spectrum, and grow into a core member of a truly customer-first team.
• Finnovate offers a unique proposition where you can experience the
• freedom to think and operate like an entrepreneur within the organisation,
• while pursuing long-term career growth aligned with your strengths,
• aspirations and demonstrated competence
• Location: Mumbai
• Employment Type: Full time

Key Responsibilities

• Conduct fundamental research on listed companies, sectors, and

macroeconomic trends to generate investment ideas for PMS

portfolios.

• Perform detailed company analysis, including business models,

industry dynamics, financial performance, management quality, and

competitive positioning.

• Build and maintain robust financial models, earnings forecasts, and

valuation models (DCF, Relative Valuation, SOTP, etc.).

• Track quarterly earnings, corporate announcements, regulatory

developments, concalls, and key market events impacting portfolio

companies.

• Attend and summarize management concalls, investor presentations,

AGM/analyst meets, and industry interactions.

• Prepare investment notes, stock recommendations, initiating

coverage reports, sector reports, thematic research, and portfolio

review presentations.

• Support the Investment Committee by preparing research material,

investment rationale, and portfolio review documents.

• Monitor existing PMS portfolio holdings and recommend actions

based on changes in fundamentals, valuations, or market conditions.

• Benchmark companies against peers using financial ratios, valuation

multiples, and operating metrics.

• Maintain research databases, valuation models, sector trackers,

screening tools, and investment dashboards.

• Collaborate with company management, industry experts, channel

partners, and other market participants to gather investment insights.

• Ensure research documentation complies with internal investment

processes and applicable SEBI PMS guidelines.

• Assist in preparing client-friendly market updates, portfolio

commentaries, and quarterly investment reports in coordination with

the PMS team.

Education Qualifications &

Certification

• Post Graduate in Finance, Commerce, Economics, Accounting, or a

related discipline.

• CFA (All levels completed)
• NISM-Series XV: Research Analyst Certification preferred.
• CA or FRM will be an added advantage.

Experience & Skills Required

• Minimum 5+ years of experience in Equity Research, Asset

Management, PMS, Mutual Funds, AIF, Investment Advisory,

Brokerage, or Investment Banking.

• Strong experience in preparing financial models, valuation models,

and investment research reports.

• Hands-on exposure to financial databases and research platforms

• such as Bloomberg, Capital IQ, Ace Equity, Trendlyne, Screener, or
• similar tools will be an added advantage.
• Working Days Monday to Saturday
• (2 Saturdays off)