Equity Research Analyst

We at Neo Wealth Management are looking for an experienced Equity Research Analyst to join our Wealth Equities team. The role requires a sector-agnostic approach with a strong focus on Mid & Small Caps, responsible for generating high-conviction investment ideas and supporting portfolio strategy. Key Responsibilities: • Conduct deep fundamental research across sectors and identify alpha-generating opportunities • Build and maintain financial models and valuation frameworks (DCF, EV/EBITDA, Relative Valuation, P/B, etc.) • Prepare initiation reports, sector updates, earnings notes, and investment recommendations • Track macro, sector, regulatory, and company-specific developments • Engage with management teams, attend earnings calls, and conduct primary research • Present investment ideas to the Investment Committee and Wealth Advisory teams • Collaborate with Portfolio Managers on portfolio construction and monitoring • Mentor junior analysts and maintain a robust pipeline of investment opportunities • Support portfolio reviews and client-facing investment presentations Candidate Profile: • ~3-5 years of buy-side or sell-side equity research experience • Strong expertise in Mid & Small Cap investing • Sector-agnostic coverage experience across multiple industries • CA/CFA/MBA (Finance) preferred • Strong financial modelling, valuation, accounting, and communication skills • Proven track record of successful stock recommendations and independent thinking Technical Skills: • Advanced Excel & Financial Modelling • Bloomberg, FactSet, Refinitiv • Screener, Capitaline, and other research platforms • Understanding of SEBI regulations related to research and wealth advisory