Equity Research Analyst

Job Description – Equity Research Analyst

Position: Equity Research Analyst

Department: Research & Product Development

Location: Raipur (Client First Wealth Management HQ)

Employment Type: Full-time

About Client First Wealth Management

Client First Wealth Management is a fast-growing wealth management company committed to helping clients achieve financial security, growth, and prosperity. With a client-first approach, we provide customized investment and insurance solutions backed by trust, expertise, and long-term relationships.

Key Responsibilities

• Conduct in-depth equity research with a strong understanding of capital markets, economic trends, and industry dynamics.
• Analyze financial statements, company fundamentals, and business models to assess growth potential and risks.
• Research and track Mutual Funds, PMS, AIFs, equities, derivatives, bonds, and other investment instruments.
• Build and maintain forecasts for listed companies and  valuations.
• Prepare detailed equity research reports, investment notes, and market updates.
• Monitor market movements, macroeconomic indicators, and regulatory developments impacting investments.
• Support portfolio construction, review, and rebalancing through research-backed insights.
• Present research findings and investment recommendations to internal teams.
• Maintain accurate research documentation, data sheets, and MIS reports.
• Ensure compliance with internal policies and regulatory guidelines.
• Collaborate closely with sales, product, and relationship teams to support client-focused solutions.

Skills Required

• Strong analytical, quantitative, and research skills.
• Sound understanding of equity markets, investments, and financial instruments.
• Knowledge of accounting principles and financial statement analysis.
• Ability to create and interpret financial models and valuation frameworks.
• Excellent written, verbal, and presentation skills.
• Proficiency in Excel, Google Sheets, PowerPoint, and MS Office tools.
• High attention to detail with a disciplined and research-oriented mindset.
• Ability to work in a fast-paced environment and meet deadlines consistently.

Qualifications

• 0–2 years of experience in Equity Research, Financial Analysis, or related roles.
• Graduate / Postgraduate degree in Finance, Economics, Commerce, Mathematics, or related fields.
• CFA (pursuing or completed), NISM certifications (XV), or CA Articleship will be an added advantage.
• Knowledge of  key industry sectors is preferred.