Job description
Role & Responsibilities
Generate differentiated, highconviction investment ideas in direct equity stocks through fundamental, bottomup research across sectors.
Develop investment theses with a clear view on longterm business quality, risk/reward, key catalysts, and variant perception versus consensus.
Build and maintain financial models for companies in the portfolio and investment pipeline.
Analyze various investment proposals across mutual funds and AIF space.
Monitor the firms mutual fund investments tracking performance, portfolio holdings, style and strategy drift, fund manager changes, and risk metrics.
Meet existing and potential companies and fund managers.
Track the broader coverage universe, monitoring earnings, management commentary, industry data, and macro developments.
Present and defend investment recommendations to the investment team and the Board.
Conduct primary research channel checks, expert calls, management meetings, conference and site visits to build proprietary insight.
Maintain ongoing conviction monitoring on existing positions, proactively flagging changes to the thesis, valuation, or risk profile.
Contribute to a rigorous, debatedriven research culture, sharing ideas across the investment team.
Preferred Candidate Profile
Qualifications & Experience
Bachelors / Masters degree in Finance, Economics, Business, or related field; CFA candidature will be preferred.
57 years of experience in equity research, preferably on the buyside.
Strong sellside candidates with relevant experience will also be considered.
Key Skills & Competencies
Strong financial modelling, valuation, and financial statement analysis skills.
Excellent analytical, criticalthinking, and problemsolving abilities.
Ability to develop independent, researchdriven investment views and challenge consensus.
Strong written, verbal, and presentation skills with the ability to communicate investment ideas effectively.
High ownership, attention to detail, and the ability to manage multiple priorities in a fastpaced environment.
Preferred Industry Exposure
Asset/wealth management companies, equity brokerages, family offices, or institutional investors.
Sellside or buyside equity research roles.
Experience interacting with listed company management and investor relations teams.
Exposure to benchmarkoriented portfolios is an advantage. .
