Equity Dealer /Analyst

Position Title

• Equity Dealer /Analyst Grade and Level
• M1 Deparment
• Investment Head of the Department
• Arinjay Jaini Reporting Manager
• Ashish Mishra Work Location
• Hyderabad Position Description
• Equity Dealer /Analyst Key Responsibilities Investment Research & Analysis
• Conduct in-depth fundamental research on equities, sectors, and markets, including analysis of financial statements, business models, valuation metrics, and macroeconomic indicators.
• Prepare financial models, forecasts, and investment notes to support fund managers in portfolio construction and investment decisions.
• Monitor equity markets and sectors to identify potential investment ideas and flag them to senior team members
• Track company developments, earnings announcements, corporate actions, and industry trends.
• Interact with company management, sell-side analysts, and other market participants to gather insights on business performance and investment potential. Equity Dealing & Trade Execution
• Execute equity trades efficiently and accurately in line with approved investment strategies, IRDAI regulations, and internal policies.
• Ensure timely placement, modification, and execution of orders while achieving best execution standards.
• Coordinate closely with fund managers to align trade execution with portfolio objectives and market conditions.
• Maintain strong working relationships with brokers and counterparties to ensure access to liquidity and market intelligence.
• Monitor trade confirmations, settlements, and post-trade processes in coordination with mid-office and back-office teams.

Requirements

Key Skills & Competencies

• Strong understanding of equity markets, valuation techniques, and trading strategies.
• Practical experience in equity trade execution, order management systems, and post-trade processes.
• Familiarity with IRDAI investment guidelines and regulatory frameworks (added advantage).
• Proficiency in financial tools and platforms such as Bloomberg, Excel, and trading systems.
• High level of analytical rigour with the ability to synthesize research into actionable investment insights.
• Excellent communication and interpersonal skills to work effectively with fund managers, brokers, and internal teams.
• Strong attention to detail, accuracy, and the ability to work under tight market-driven deadlines Qualifications & Experience/Requirements
• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• Pursuing / completed professional qualifications such as CFA / MBA / FRM will be an advantage
• Upto 5 years of relevant experience in equity research, investment analysis, equity dealing
• Experience within insurance sector or other regulated financial institutions is preferred but not mandatory