Senior Equity Manager

JobTitle

Senior Research Analyst

ReportingTo

Department Head

AboutFinnovate

• Finnovate is a
• holistic financial planning and wealth advisory platform. We are passionate
• about transforming the way Indians get personal finance advice. Our team is
• dedicated to providing comprehensive financial solutions that cater to the
• unique needs of our clients.

Job Summary

We

• are seeking a research-driven Equity Research / Investment Analyst to
• support buy-side investment strategies across Mutual Fund (MF), PMS, and
• AIF mandates. The role involves conducting sector-agnostic equity
• research, building financial models, performing company valuations, and
• identifying investment opportunities. The candidate will work closely with
• Portfolio Managers, prepare investment notes and recommendations, monitor
• portfolio performance, and track industry and macroeconomic developments to
• support informed investment decisions.

Location

Mumbai

EmploymentType

Full time

KeyResponsibilities

• oPartner closely with Portfolio Managers to support investment
• strategies and portfolio decision-making across MF/PMS / AIF mandates..
• oConduct comprehensive, sector-agnostic
• equity research on publicly listed companies and evaluate investment
• opportunities across sectors.
• oPerform deep-dive analysis of public and
• private companies to identify potential investment opportunities.
• oBuild, maintain, and update financial
• models (DCF, relative valuation, scenario and sensitivity analysis) for
• existing and prospective investments.
• oCarry out detailed company valuations and provide well-researched buy-side investment recommendations.
• oAnalyze financial statements, annual
• reports, investor presentations, and management commentary to assess
• company performance and outlook.
• oTrack industry trends, regulatory
• developments, macroeconomic factors, IPOs, corporate actions, and quarterly
• results to monitor and validate investment theses.
• oPrepare detailed research notes, investment
• ideas, event updates, and presentations for internal discussions and
• stakeholders.
• oMonitor portfolio holdings across MF / PMS / AIF portfolios,
• providing periodic performance evaluation and risk analysis.
• oMonitor portfolio holdings and provide
• periodic performance and risk analysis.
• oParticipate in management calls, earnings
• reviews, and industry interactions to strengthen research insights and
• support investment decisions.

Qualification&Skills

• ·10 years of experience in equity research,
• with substantial experience in a decision-making role within an AMC, PMS,
• or AIF.
• ·Strong expertise in the Indian equity
• markets, with a proven ability to identify structural trends, navigate
• market cycles, and generate consistent alpha.
• ·Demonstrated experience in building and
• leading investment teams, including recruiting, mentoring, and managing
• fund managers and analysts.
• ·Postgraduate from a reputed institution; CFA
• Charter holders or CAs will be highly preferred.

WorkingDays

Monday to Saturday (Alternative

Saturdaysareoff)

WorkingTime

8.30amto5.30pm

9.30amto6.30pm

(Employeesworkingon Sundaysareeligiblefor1compoff)