Job Description
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, Power Point, 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.
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, Power Point, 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.
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