Fundamental Research Analysts

Full Time


About Company : Winner of the "Maharashtra Best Employer Brand Award-2018". The Company has a nationwide network of over 100 offices, serving over 30,000 clients across India. GEPL is a member of the BSE, NSE, MCX, NCDEX, CDSL, WDM and Insurance sectors. Company believes in nurturing talent and possesses experts from the industry to execute it. It provides ample growth opportunities & platform for a healthy work life balance.


Experience: 0-6 months experience

Education: Certified Financial Planner (CFP) - Mandatory

Key Competencies:

  • Proficient in relationship management with a focus on enhancing the value of existing customer relationships.
  • Demonstrated ability to develop comprehensive financial plans.
  • Advanced proficiency in Microsoft Excel.

Role and Responsibilities:

  • Quarterly and Annual result evaluations of the company by conducting Financial statement Analysis and refer investors presentation, MD & A for understanding managements outlook on industry Financial modelling and evaluations based on historic returns evaluation
  • Track news and corporate actions on daily basis and advice it across the teams
  • Evaluate upcoming IPO's and reports on the company based on its future outlook
  • Maintaining sales sheet on monthly basis to understand sectors trend and prevailing scenarios
  • Handling portfolio under wealth management. Tracking returns and evaluating portfolio through Fundamental analysis based on quarterly results and churn the portfolio if situation demands dynamics of the company
  • Attend meetings with Fund managers to present the fundamental reports
  • Proficiently working on Bloomberg and Ace Equity for Fundamental Analysis

Candidate Requirements:

  • Engage with clients to promote a range of financial products offered by the company, including stocks, mutual funds, private equity, AIFs, and others.

Educational Qualifications:

  • Bachelor's degree in any field.
  • Mandatory Certified Financial Planner (CFP) qualification.
  • All 4 examinations for CFP certification should be cleared.

Salary Expectation : candidates' last drawn salary and their skills, knowledge, and capabilities demonstrated during the interview process.

Hiring Manager Details:

Seema Dube Kumawat

[email protected]