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Senior Equity Research Analyst

Mumbai Permanent View Job Description
A Senior Equity Research Analyst in a family office conducts in-depth analysis of public investment opportunities, building financial models, evaluating company fundamentals, and monitoring market trends to identify high-conviction investment ideas. They support portfolio decision-making by providing actionable research, managing due diligence, assessing risks, and aligning investment recommendations with the family office's long-term wealth preservation and growth objectives.
  • Opportunity to work with one of India's largest family office
  • Opportunity to work with the CIO and Deputy CIO directly in deploying funds

About Our Client

The Family Office is among the largest in India and is associated with a publicly listed company. It invests in listed public equities and advises the family on investments across a broad range of asset classes. The investment team is headquartered in Mumbai.

Job Description

  • Conduct in-depth fundamental research and analysis of listed equity investment opportunities across sectors, including detailed review of financial statements, business models, competitive positioning, and management quality.
  • Build and maintain robust financial models, valuation frameworks, and investment theses to support portfolio construction and investment decision-making.
  • Prepare high-quality research reports, investment notes, and recommendations for the Family Office's investment committee and key stakeholders.
  • Monitor portfolio holdings and track company-specific developments, industry trends, macroeconomic factors, and market events that may impact investment performance.
  • Engage with company management teams, industry experts, brokers, and research providers to gather insights and strengthen investment conviction.
  • Collaborate closely with senior members of the investment team to identify, evaluate, and execute high-conviction investment opportunities.
  • Support the Family Office in assessing investment opportunities across other asset classes by conducting research, due diligence, and market analysis as required.
  • Provide timely updates on portfolio companies and key market developments, highlighting risks, opportunities, and recommended actions.
  • Maintain high standards of analytical rigor, governance, and compliance with applicable regulatory requirements and internal investment policies.
  • Contribute to the long-term wealth creation and capital

The Successful Applicant

We're looking for someone who has:

  • A strong background in equity research with 6-8 years of overall experience
  • Solid knowledge of the financial services and investment/asset management sector.
  • Confidence in using financial modelling tools and software.
  • Excellent analytical and critical thinking skills.
  • CA/CFA/MBA - either or is a must have.
  • Strong written and verbal communication skills for preparing reports and presentations.

What's on Offer

  • Competitive salary package based on skills and experience.
  • Opportunities to work on challenging and impactful projects.
  • Exposure to the varied world of investment and asset management.



If you're ready to move forward in your career, consider applying for this role.

Quote job ref
JN-072026-7074031

Job summary

Function
Banking & Financial Services
Sub Sector
Capital Markets / Equity
What is your area of specialisation?
Financial Services
Location
Mumbai
Job Type
Permanent
Job Reference
JN-072026-7074031

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.