PMS Analyst - CA/CFA/IIM

PMS Analyst CA/CFA/IIM

- Work as part of the investment team to generate investment ideas - from watchlists, running screens, interaction with industry, sellside/etc.

- Researching investment ideas - industry research, historic financial statement analysis and financial modeling, management interaction through meetings/calls/etc., competitive advantage analysis, primary research with distributors/dealers/customers/vendors

- Preparation of investment thesis - investment argument, return expectations, risk analysis

- Working with the team to make investment decisions, portfolio position sizing

- Establishing relationships with management of companies, sector/industry experts to enhance proprietary sector knowledge

- Analysis of quarterly results, industry data

- Contribute to portfolio management administration - client onboarding, client reports, fund accounting etc.

Candidate should be/have :

- 2-4 years of experience with relevant experience in research

- Passionate about investing in stock markets

- Excellent in MS Excel - Financial Modeling and Financial Statement Analysis (P&L, BS, Cashflow)

- Good understanding of Equity Valuation methods - PE, EV/EBITDA, DCF, and other commonly used valuation methods