Conduct fundamental equity and sector research for PMS portfolios, build financial and valuation models, track earnings and corporate developments, prepare investment recommendations and reports, support Investment Committee materials, monitor portfolio holdings, benchmark companies, maintain research databases and dashboards, and ensure compliance with SEBI PMS guidelines. The role also contributes to client market updates and portfolio commentaries.
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)
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