Upload Button Icon Add office photos
filter salaries All Filters

6 Waterfield Advisors Jobs

Equities Research Specialist

5-7 years

Mumbai

1 vacancy

Equities Research Specialist

Waterfield Advisors

posted 21d ago

Job Description

Conducting in-depth research and analysis of equity securities to support investment decisions and strategies for high-net-worth clients. Provide insights and recommendations on individual stocks, sectors, and market trends, contributing to the overall investment strategy and portfolio construction.
Roles and responsibilities
  • Conduct comprehensive research on individual stocks, sectors, and market trends.
  • Analyze financial statements, industry reports, and market data to evaluate the performance and potential of equity investments.
  • Develop financial models and forecasts to assess valuation and growth prospects.
  • Generate investment ideas and provide actionable recommendations to portfolio managers and advisors.
  • Prepare detailed research reports and presentations on investment opportunities.
  • Continuously monitor and update recommendations based on market developments and company performance.
  • Stay abreast of global economic trends, geopolitical events, and regulatory changes that impact equity markets.
  • Track relevant news, earnings releases, and corporate actions to provide timely updates and insights.
  • Assess market sentiment and investor behavior to inform investment strategies.
  • Work closely with wealth advisors and portfolio managers to align research findings with client investment strategies.
  • Participate in investment committee meetings to discuss research insights and portfolio adjustments.
  • Provide support and expertise for client presentations and meetings.
  • Identify and evaluate potential risks associated with equity investments.
  • Recommend risk mitigation strategies and ensure alignment with clients risk tolerance and investment objectives.
  • Maintain compliance with industry regulations and firm policies.
Attributes required / preferred skills
  • Strong knowledge of financial markets, equity analysis, and investment strategies.
  • Proficiency in financial modelling, valuation techniques, and data analysis.
  • Strong numerical and communication skills.
  • Excellent quantitative and qualitative analytical skills.
  • Ability to multi-task, deliver high quality service.
  • Ability to work individually and in a team environment, fast-paced deadline-oriented environment.
  • Organization and planning skills. Critical thinking and problem-solving abilities.
Level 5, No. 501, Prestige Garnet, 36, Ulsoor Road, Bengaluru 560042
SEBI Office: 2nd Floor, Jeevan Mangal Building, No.4, Residency Road, Bengaluru - 560025

Employment Type: Full Time, Permanent

Read full job description

What people at Waterfield Advisors are saying

What Waterfield Advisors employees are saying about work life

based on 3 employees
50%
100%
100%
100%
Strict (10am - 6pm)
Monday to Friday
No travel
Day Shift
View more insights

Waterfield Advisors Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
View more benefits

Compare Waterfield Advisors with

Edelweiss Private Wealth

3.9
Compare

Motilal Oswal Financial Services

3.8
Compare

IIFL Finance

4.0
Compare

Kotak Mahindra Bank

3.8
Compare

JM Financial

3.8
Compare

Aditya Birla Capital

4.0
Compare

Ambit

3.9
Compare

Avendus

3.8
Compare

Reliance Wealth Management

3.6
Compare

Anand Rathi Wealth Management

3.2
Compare

Karvy Financial Services

3.8
Compare

Reliance Money

3.8
Compare

Sonata Finance

3.8
Compare

Kifs Housing Finance

4.1
Compare

Incrementors Web Solutions

4.0
Compare

Mansukh Securities & Finance

3.1
Compare

Dmi Housing Finance

4.1
Compare

Fortune Integrated Assets Finance

4.2
Compare

Armstrong International

4.0
Compare

Profectus Capital

3.8
Compare

Similar Jobs for you

Relationship Manager at Waterfield Advisors

New Delhi

7-12 Yrs

₹ 11-16 LPA

Wealth Advisor at Waterfield Advisors

Mumbai

7-12 Yrs

₹ 11-16 LPA

Senior Research Analyst at CLSA Technology and Services

Mumbai

4-8 Yrs

₹ 13-18 LPA

Research Analyst at IMC Limited

Mumbai

3-6 Yrs

₹ 5-8 LPA

Associate at BNY Mellon International Operations (India)

Pune

3-5 Yrs

₹ 7-9 LPA

Research Specialist at Centre for Social and Behaviour Change (CSBC)

New Delhi

4-8 Yrs

₹ 5-8 LPA

Research Specialist at ISS Corporate Solutions

Mumbai

2-4 Yrs

₹ 4-8 LPA

Associate at BNY Mellon International Operations (India)

Pune

3-6 Yrs

₹ 5-8 LPA

Fund Administrator at Amicorp Management India pvt. Ltd.

Ahmedabad

3-7 Yrs

₹ 6-10 LPA

Team Lead at JPMorgan Chase

Mumbai

3-8 Yrs

₹ 5-10 LPA

Equities Research Specialist

5-7 Yrs

Mumbai

21d ago·via naukri.com

Intern

0-2 Yrs

New Delhi

20d ago·via naukri.com

Relationship Manager - Client Origination

7-12 Yrs

New Delhi

21d ago·via naukri.com

Wealth Advisor - Client Advisory

7-12 Yrs

Mumbai

21d ago·via naukri.com

Compliance, Legal, and Secretarial

0-2 Yrs

Mumbai

22d ago·via naukri.com

Portfolio Manager - Client Coverage

5-8 Yrs

New Delhi

22d ago·via naukri.com
write
Share an Interview