Senior Research Analyst - Capital goods and Defence

Are you ready to be part of a dynamic asset management company?

At Carnelian Asset Management & Advisors, we provide a platform to innovate and grow.

You will thrive at Carnelian if you are:

• Self-driven
• Ambitious
• Out-of-the-box thinker
• Team Player
• Adaptable
• Customer focused

About us:

We are a fast-growing Asset Management firm headquartered in Mumbai having multiple offices in the country. We manage over USD 1.7 bn in assets across several PMS & AIFs and Offshore funds. We specialize in Indian equity investments for HNIs, Family Offices, Institutions, and Partners' capital. Carnelian works with a varied range of wealth partners such as 360 One, Nuvama, Julius Baer, Barclays, ICICI Bank, HDFC Bank, Axis Bank, ASK Wealth and many more. The company is known for its values, expertise, and best practices, focusing on quality investments at a reasonable price and risk diversification through forensic analysis.

Our Offerings Include:

• Category III Alternative Investment Funds
• Portfolio Management Services
• Advisory Services for Domestic and Global Investors
• Registered Fund Management Entity in IFSC GIFT

About The Job:

Senior Research Analyst (Cap goods and Defence)

Work Arrangement:

In-Office / On-Site - (Mumbai Only)

Key Responsibilities:

• Equity Research & Analysis : Conduct comprehensive fundamental analysis of companies and industries within the IT, Capital Goods, and Defence sectors - including financial statement analysis, valuation modeling, and assessment of industry trends.

• Investment Recommendations : Generate and communicate actionable investment recommendations (Buy, Sell, or Hold) based on rigorous research and financial analysis.

• Financial Modeling : Build and maintain detailed financial models to forecast company performance, valuation, and investment returns.

• Report Writing : Prepare clear, concise, and insightful research reports and presentations for internal stakeholders and clients.

• Market Monitoring : Continuously monitor financial markets, sector developments, and macroeconomic indicators to identify emerging investment opportunities and potential risks.

• Collaboration : Work closely with portfolio managers and other analysts to provide research support and contribute to overall investment strategy discussions.

• Client Interaction : Engage with clients and stakeholders to discuss research findings, investment strategies, and market outlooks.

• Compliance : Ensure adherence to regulatory requirements and internal compliance policies in all research activities and recommendations.

Requirements:

• CA/CFA/MBA/BE with 8-10 years of experience in equity research , preferably with exposure to Capital Goods, and Defence sectors .
• Proven track record in buy-side or sell-side research and analysis .
• Strong understanding of financial markets, equity valuation techniques, and industry-specific trends.
• Exceptional analytical and quantitative skills with strong attention to detail.
• Ability to work independently, while meeting tight deadlines.