Equity Research Analyst

Job Title: Equity Research Analyst

Location : Mumbai

LinkedIn: https://www.linkedin.com/company/avener-capital/about/

About Us:

Avener Capital Management is a strategic investment platform of the Bajaj family which over the last two decades has invested into the financial markets in India. The strategic investment vehicle is designed to capitalize on emerging long-term evolving trends and growth opportunities. By leveraging a top-down approach to pinpoint macroeconomic and sectoral “shifts”, and a bottoms-up approach to identify high-potential small and mid-cap companies within those shifts we aim to deliver superior absolute outperformance over the benchmark. Our dual long-term strategy allows us to delve deeply into market dynamics while selecting companies with robust fundamentals and growth prospects.

Job Overview:

The Equity Research Analyst will be responsible for conducting in-depth analysis of publicly traded companies and specific sectors to provide actionable investment recommendations. The role requires a strong understanding of financial modelling, market trends, and company fundamentals to support investment decisions and enhance portfolio performance.

Key Responsibilities:

• • Research & Analysis: Perform fundamental analysis of companies, including financial statement analysis, industry research, and competitive positioning.
  • Develop and maintain detailed financial models to project earnings, valuation, and investment potential.
  • Analyse macroeconomic trends, market conditions, and sector-specific developments that could impact investment opportunities.

• • Investment Recommendations: Generate buy, hold, or sell recommendations based on comprehensive research and analysis.
  • Prepare and present investment theses to portfolio managers and investment teams.
  • Monitor and update recommendations based on changes in company performance, market conditions, and other relevant factors.
  • Tracking commodity prices and stock prices

• • Reporting & Communication: Create detailed research reports and investment summaries that articulate key findings and investment rationale.
  • Communicate research findings clearly and effectively to internal stakeholders, including portfolio managers and senior management.
  • Respond to inquiries and provide insights on specific investment opportunities or portfolio positions.
  • Attending companies’ earnings calls and preparing MoM’s of the same

• • Collaboration & Support: Work closely with portfolio managers to align research with investment strategies and objectives.
  • Collaborate with other research analysts and teams to share insights and refine investment strategies.
  • Support due diligence efforts for new investment opportunities, including potential acquisitions or strategic investments.

1. 1000. Engagement: Maintain relationships with industry experts, company management teams, and other market participants to gather insights and enhance research quality.
   329237. abreast of industry trends, regulatory changes, and market developments that could impact investment decisions.

Qualifications:

• Education: CA, CFA, MBA is preferred.
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• • Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques.
  • Excellent written and verbal communication skills, with the ability to present complex information clearly.
  • Deep understanding of financial markets, investment strategies, and economic principles.
  • Advanced proficiency in financial software and tools (e.g., Bloomberg, FactSet, Excel).

Personal Attributes:

• High level of integrity and professionalism.
• Strong attention to detail and ability to work independently.
• Ability to thrive in a fast-paced and dynamic environment.
• Proactive and innovative thinker with a strong sense of accountability.

Upman Placements is a firm of Researcher & Recruitment Specialists. The company started life in 2002 in India as a recruitment specialist firm. The company has built a stellar reputation for high ethical standards, a specialized focus and unparalleled service. Emerged As one of the only truly global specialized staffing firms focusing exclusively in professional positions for our clients spread across more than 20 countries with a sizable presence across industry levels. With footprints in competitive markets of India, Europe, United Kingdom, Middle East, Singapore, Malaysia, Philippines, Indonesia, Brunei and East & Central African countries.