Principal Responsibilities:
We are looking for resourceful candidates to join our Financial Research team based in the firm’s offices in Mumbai onsite on a full time basis. Key requirement: Promote deep insights into regional sectors with our Equity Research team, analyzing public data, creating financial models, and servicing stakeholder.
Develop Product Knowledge :
Gain an understanding of Caprize Investment Manager’s equity investment products, philosophy, process, and serve as a fundamental sector specialist.
Portfolio Analysis :
Monitoring client portfolios and associated performance attribution/positioning; Writing market/fund commentaries, explaining the embedded investment strategies and helping with study of market trends, investment themes and related impact on client portfolios.
Research and analysis:
Understanding and identifying analysis to address key project objectives and initial hypotheses. Gathering and analyzing relevant data from a variety of sources, including company reports, the internet and online databases to enable industry & company analysis. Building detailed financial industry / company models, reports, graphs and datasets. Write thematic sector and company specific reports for internal purpose highlighting key investment arguments along with risks associated with these investments.
Experience/Skill:
- 3-5 years of relevant experience in financial services industry, preferably in an analytical function
- Master’s degree of Finance, Economics, Business or Commerce
- Strong communication and interpersonal skills
- Strong interest in the financial markets and good investment sense/commercial instinct
- Detail oriented, motivated, and hard working
- Enthusiasm for portfolio management and markets
- Ability to work in a fast-paced environment and think clearly under pressure
- Team player
- CFA is a plus
- Understanding of Microsoft Office products, tools and utilities for business use
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