Job Description

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Job Summary
We are seeking a highly skilled and experienced Family Office Head & Investment Analyst to join our Finance & Accounting team. The ideal candidate should have a strong background in equity markets, deep value investing, and long-term vision. The candidate should be able to work independently with limited guidance, thrive in a high-pressure environment, and possess strong ethics and integrity. The role involves building financial models, maintaining databases, and conducting in-depth research on Indian and International companies across various sectors.
Responsibilities

• Interpretation of Balance sheet, Profit and Loss statements

• Researching Indian and International companies across sectors

• Building financial models and maintaining databases

• Preparing initiation note, quarterly result update note, and event update note

• Aligned with fundamental research methodology in Porters Five Forces, Moat Methodology, and return metrics

• Deep industry research capability across sectors like banking, financial services, pharma, consumer, IT, and technology

• Maintaining DCF models for each company and updating them quarterly

• Good understanding of Accounting policies, Tax policies, and ability to project balance sheet, profit and loss numbers for a company

• Writing Notes for IPO, quarterly earnings

• Creating Powerpoint presentations for pitching a company to clients

• Learning data extraction software used for equity research and mutual fund research

• Carrying out Ratio Analysis

• Analyzing companies in the sector and aiding in preparing research reports

• Recommending stock ideas backed up by sound, reliable, and logical research

• Detailed review of financial statements, estimates, and projections

• Writing quarterly reports covering quarterly results

• Company updates on a monthly basis covering major developments during the month

• Developing in-depth valuation models for stocks

• Graduate in Commerce

• B.COM/M.COM/CA/CFA/MBA (Finance)

• Graduate in Commerce with B.COM/M.COM/CA/CFA/MBA (Finance)

• Minimum 8 years of relevant experience in Equity Markets, with experience in PMS being advantageous

• Knowledge of databases like Bloomberg, Reuters, etc.

• Strong ethics and integrity

• Advanced Excel skills and accuracy with data

• Excellent communication and people skills

• Ability to work in a high-pressure environment

• Strong analytical capabilities and financial skills

• Familiarity with research software like Capital-line, Bloomberg, Reuters, etc.

• Ability to work independently and as a team player