Overview
Equity Research Analyst Jobs in Mumbai, Maharashtra, India at Neo Wealth and Asset Management
Title: Equity Research Analyst
Company: Neo Wealth and Asset Management
Location: Mumbai, Maharashtra, India
We at Neo Wealth Management are looking for an experienced Equity Research Analyst to join our Wealth Equities team. The role requires a sector-agnostic approach with a strong focus on Mid & Small Caps, responsible for generating high-conviction investment ideas and supporting portfolio strategy.
Key Responsibilities:
• Conduct deep fundamental research across sectors and identify alpha-generating opportunities
• Build and maintain financial models and valuation frameworks (DCF, EV/EBITDA, Relative Valuation, P/B, etc.)
• Prepare initiation reports, sector updates, earnings notes, and investment recommendations
• Track macro, sector, regulatory, and company-specific developments
• Engage with management teams, attend earnings calls, and conduct primary research
• Present investment ideas to the Investment Committee and Wealth Advisory teams
• Collaborate with Portfolio Managers on portfolio construction and monitoring
• Mentor junior analysts and maintain a robust pipeline of investment opportunities
• Support portfolio reviews and client-facing investment presentations
Candidate Profile:
• ~3-5 years of buy-side or sell-side equity research experience
• Strong expertise in Mid & Small Cap investing
• Sector-agnostic coverage experience across multiple industries
• CA/CFA/MBA (Finance) preferred
• Strong financial modelling, valuation, accounting, and communication skills
• Proven track record of successful stock recommendations and independent thinking
Technical Skills:
• Advanced Excel & Financial Modelling
• Bloomberg, FactSet, Refinitiv
• Screener, Capitaline, and other research platforms
• Understanding of SEBI regulations related to research and wealth advisory
