Equity Research Specialist

Job description

**Role Overview** We are seeking an experienced Equity Research Specialist to evaluate, research, and recommend listed equity fund managers and investment strategies for inclusion on the firm's approved platform. The role involves in-depth qualitative and quantitative assessment of investment managers, portfolio analysis, performance attribution, and interaction with leading fund managers to support product selection and fundraising initiatives. **Key Responsibilities** • Conduct due diligence on domestic and global listed equity fund managers and investment strategies. • Evaluate investment philosophy, portfolio construction, performance, and risk management. • Perform portfolio analytics, performance attribution, and quantitative analysis. • Analyse sectors, companies, and macroeconomic trends to assess portfolio positioning. • Engage with fund managers and prepare investment recommendations for internal committees. • Monitor approved managers and support product positioning and fundraising initiatives. **Desired Candidate Profile** • 8–10+ years of experience in equity research, manager research, or institutional investment analysis. • Strong understanding of equity markets, portfolio construction, and investment strategies. • Strong analytical, quantitative, and communication skills with the ability to form independent investment views. **Educational Qualifications** • CA, CFA Charter holder (or advanced candidate), or MBA (Finance) from a reputed institution. **Preferred Skills** • Proficiency in Excel, PowerPoint, Bloomberg, Morningstar Direct, and portfolio analytics tools, drafting newsletters.