About the role

About Finnovate: Finnovate is India’s largest financial planning platform that specializes in providing successful professionals with a disciplined approach to help them achieve their financial goals safely, surely, swiftly To date we have helped over 3500 professionals and their families achieve purpose and structure to their financial lives through our FinnFit™ Financial planning process. This is available through our experts as well as through a transparent technology platform. We are a zero-commission, product-agnostic and holistic SEBI-registered investment advisory (RIA) firm. Finnovate is a customer-first platform that prioritizes unbiased advisory and is gaining increased recognition with the rise of awareness of direct products. Finnovate has successfully raised over USD 3 million from marque investors to drive our next league of expansion and impact. We have recently secured a PMS license from SEBI to provide most convenient, flexible and multi-asset portfolio management using direct products for our clients. We are in a growth phase where you can contribute ideas across the spectrum, and grow into a core member of a truly customer-first team. Finnovate offers a unique proposition where you can experience the freedom to think and operate like an entrepreneur within the organisation, while pursuing long-term career growth aligned with your strengths, aspirations and demonstrated competence

Location: Mumbai

Employment Type: Full time

Key Responsibilities:
• Conduct fundamental research on listed companies, sectors, and macroeconomic trends to generate investment ideas for PMS portfolios.
• Perform detailed company analysis, including business models, industry dynamics, financial performance, management quality, and competitive positioning.
• Build and maintain robust financial models, earnings forecasts, and valuation models (DCF, Relative Valuation, SOTP, etc.).
• Track quarterly earnings, corporate announcements, regulatory developments, concalls, and key market events impacting portfolio companies.
• Attend and summarize management concalls, investor presentations, AGM/analyst meets, and industry interactions.
• Prepare investment notes, stock recommendations, initiating coverage reports, sector reports, thematic research, and portfolio review presentations.
• Support the Investment Committee by preparing research material, investment rationale, and portfolio review documents.
• Monitor existing PMS portfolio holdings and recommend actions based on changes in fundamentals, valuations, or market conditions.
• Benchmark companies against peers using financial ratios, valuation multiples, and operating metrics.
• Maintain research databases, valuation models, sector trackers, screening tools, and investment dashboards.
• Collaborate with company management, industry experts, channel partners, and other market participants to gather investment insights.
• Ensure research documentation complies with internal investment processes and applicable SEBI PMS guidelines.
• Assist in preparing client-friendly market updates, portfolio commentaries, and quarterly investment reports in coordination with the PMS team.

Education Qualifications & Certification:
• Post Graduate in Finance, Commerce, Economics, Accounting, or a related discipline.
• CFA (All levels completed)
• NISM-Series XV: Research Analyst Certification preferred.
• CA or FRM will be an added advantage.

Experience & Skills Required :
• Minimum 5+ years of experience in Equity Research, Asset Management, PMS, Mutual Funds, AIF, Investment Advisory, Brokerage, or Investment Banking.
• Strong experience in preparing financial models, valuation models, and investment research reports.
• Hands-on exposure to financial databases and research platforms such as Bloomberg, Capital IQ, Ace Equity, Trendlyne, Screener, or similar tools will be an added advantage.

Working Days Monday to Saturday (2 Saturdays off)

Equity Research Analyst

About the role

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