Key responsibilities:
- Analyze mainly Indian companies and recommend companies for investment from the assigned industries and any other investable company.
- Preparing investment notes on companies and tracking companies and industries.
- Understand companies positioning, business potential, possible threats etc for recommendation for investment ideas and buy / sell decisions.
- To figure out good businesses / companies eligible for re-rating.
- Responsible for communication of investment philosophy, and match investor expectation by beating the market.
- Managing the portfolio of mainly Indian companies under the guidance of Portfolio manager where they deem necessary.
- Ensure adherence to investment policies.
- Implementing the trades on a regular basis as per the requirements of the portfolios using the system.
- Help in answering any investor queries related to the portfolio/Macro
- Preparing investor reporting material wherever required for different funds Monthly, Quarterly and adhoc.
- Preparing internal presentation for fund discussions
Behavioral Competencies:
- Conceptual Clarity.
- Strong analytical and quantitative skills.
- Highly motivated, dynamic, hardworking and eager to succeed.
Role Core Competencies:
- 8 yrs + experience of analyzing and trading of Indian Equities
- Must be able to communicate and speak fluently in Hindi
- Experience of tracking certain sectors in India for 8 yrs+
- Experience of looking Indian mid and small cap companies in-depth with financial modelling
- Mid Cap exposure or people with stock specific expertise.
- Conceptual Clarity.
- Good understanding of equity investment processes, capital markets, companies & sectors.
- Strong analytical and quantitative skills.
- Ability to recommend stocks/companies for investments, backed up with adequate research.
- Ability to effectively work with team.
- Ability to prepare and logically organize research materials in the form of a report and also in the form of a presentation that is readily understood by the reader.
- Familiarity with internet & high value information resources like Bloomberg, Thompson research etc. will be an added advantage.
- Some knowledge of trading and the systems used for the same
- Some knowledge of portfolio level allocation
Formal Qualifications:
- CA / MBA or post-graduate degree in Finance/Economics, with 10+ years of experience in Analysing Indian Equities
Regulatory Requirements:
- Able to meet MAS licensing and Fit and Proper requirements in respect of regulated Fund Management activities
