25 Oct
Talent Corner HR Services
Solapur
Job Title: Equity Advisor / Research Analyst
Location: Vile Parle, Mumbai
Experience: 5+ years
Contact : 7021661921
CTC : 12 LPA
We are seeking an experienced and detail-oriented Equity Advisor/Research Analyst to join our team. In this role, you will provide stock advisory services based on in-depth research, analyze securities for client portfolios, and recommend suitable investment products aligned with clients' risk profiles. The ideal candidate has a strong background in equities and securities, with expertise in evaluating large datasets, identifying trends, and offering actionable insights to optimize client portfolios.
Key Responsibilities:
- Equity Research & Stock Advisory:
Conduct comprehensive research on equity stocks, analyzing both fundamental and technical aspects. Provide actionable recommendations to enhance client portfolios.
- Portfolio Review: Monitor and review client portfolios, identifying opportunities for improvement based on market conditions and client objectives.
- Risk-Based Investment Advice: Tailor investment recommendations according to clients’ risk profiles, ensuring alignment with their financial goals.
- Stock Whitelisting: Maintain a high-potential stock whitelist based on thorough research and market analysis.
- Client Coordination: Collaborate with clients and internal teams, providing periodic updates and reports on portfolio performance.
Requirements:
- Minimum 5 years of experience in equity research, securities analysis, or stock advisory.
- Proficiency in both fundamental and technical stock analysis.
- Strong analytical skills, attention to detail,
and excellent communication abilities.
- Expertise in MS Excel for financial modeling, and proficiency in PowerPoint and Word for presentations and reports.
▶️ Equity Research Analyst
🖊️ Talent Corner HR Services
📍 Solapur