Junior Equity Analyst Global Markets

Mumbai Central, Konkan (IN)
Competitive market salary
Sep 19, 2019
Nov 18, 2019
Industry Sector
Asset Management
Employment Type
Full Time


  • This is an opportunity to work in a German based  asset management manager with AUM of $300+ mn which invests across most asset classes and sectors globally. 
  • The role involves working in collaboration with a local Senior Analyst to support the Portfolio Manager on all aspects of the management of equity portfolios.
  • Preparing initial level investment notes, screeners, financial modelling, forecasting, sector databases, finding themes and trends across sectors.
  • Liaising with internal stakeholders and end clients, maintaining clear communication of work, as well as willingness to take on additional tasks.
  • The Analyst will be measured over and through time on the efficacy of investment recommendations.


  • Tracking the sectors and stocks assigned by senior analyst, updating the equity research team and the Portfolio Manager with news and events.
  • Supporting the senior analysts on various tasks, varying from data gathering, populating data in financial models, preparing sections of reports, and deep-dive secondary research to populate industry/company presentations.
  • Maintaining a task list of ongoing/pending tasks on a regular basis, and finalizing task priorities with the senior analyst
  • Regularly communicating with the in-house senior analyst, the equity research team and the Portfolio Manager on project updates and be up-to-date with sector happenings
  • Build and maintain company and industry models, financial and value screens.
  • Monitor the latest news/developments on the underlying stocks in the portfolio and evaluate the impacts on the stocks using qualitative and quantitative method. Also monitor macroeconomic news.
  • Meet with company managements on a frequent basis through on-site company visits, conference calls and meetings in our own office.

Skills required:

  • Proficiency in MS-Excel
  • Strong financial and accounting concepts
  • Critical skillset required of the Analyst is to successfully identify, assess, and communicate investment ideas to the equity research team and the Portfolio Manager.
  • Strong team player and willingness to take on challenges

Academic Qualification – Certifications:

  • The candidate should have CFA (or progress towards it) with a minimum of 0-1 years of experience.  We will also consider individuals with an MBA. 
  • They should be able to demonstrate solid judgment, intellectual curiosity, and willingness to take a differentiated perspective, for instance through a track record in personal/ professional investments.
  • The candidate should possess analytical skills including the ability to organize and synthesize data to reach conclusions.
  • Familiarity with equity market databases such as CapitalIQ, ThomsonReuters EIKON is desired.
  • The job requires excellent verbal, written and communication skills along with strong organizational skills and ability to work well in an international team environment. CFA candidates are preferred.
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