to join our Portfolio Management Services (PMS) team. This role will be integral to building and managing the stock PMS portfolios for our clients. The role requires sector tracking and stock identification to enable portfolio decisions. The role also involves mentoring junior analysts and partnering closely with our Fund Manager, Research Committee, and Advisory team.
If you are passionate about deep-dive research, connecting macro trends to stock performance, and influencing investment outcomes, this opportunity will allow you to make a direct and lasting impact.
Key Responsibilities Equity research
Track assigned sectors across market caps, converting macro data/events into stock impact analysis
Run stock screeners to identify trends and opportunities for PMS portfolios
Develop financial models, valuations (DCF, relative, comparable), and target prices
Collaborate with Fund Manager and Research Committee on portfolio construction and allocation
Monitor existing stock calls and generate detailed research reports
Evaluate off-coverage opportunities from screening models or market developments
Contribute blog articles on stock reviews, sector updates, and market perspectives for customer engagement
Maintain ethical standards in research and handling material non-public information
Research team support
Mentor and guide junior analysts, ensuring high standards of analytical rigor and effective sector tracking.
Foster a knowledge-sharing environment through team discussions, debates, and continuous learning initiatives.
Advisory team support
Equip the advisory team with timely insights and sector updates to enhance their ability to engage with clients.
Provide explanatory notes on significant stock/sector developments for client-facing communication.
Conduct periodic training sessions for the advisory team to strengthen their market knowledge and client conversion skills.
Support the advisory team with customer or potential customer interactions answering queries or highlighting the benefits of PrimeInvestor's PMS products
Required Qualifications Education & Experience
Graduate or Post-graduate degree in Finance/Economics/Commerce OR a CFA charter holder
At least 5 years of experience in equity research and issuing stock calls
Skills & Competencies
Ability to synthesize large amounts of data into actionable insights.
Proficiency in using spreadsheets such as Excel or Google Sheets and familiarity with databases such as Ace Equity, Capitaline, etc.
Strong grasp of macroeconomic and sectoral trends and their impact on equities.
Excellent verbal and written communication skills, with the ability to present research clearly and persuasively.
Ability to work collaboratively in a fast-paced, entrepreneurial environment.
Application process
Interested candidates should submit their resume along with a cover letter highlighting their relevant experience in wealth management and client advisory to
elakkia@primeinvestor.in
Job Types: Full-time, Permanent
Application Question(s):
Are you willing to work from Chennai?
Experience:
Equity research: 3 years (Required)
Work Location: In person
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