Equity Research Analyst (AMC)

Equity Research Analyst (AMC)

Location: Bangalore

About the Team

The Investments team at Navi AMC is responsible for managing all mutual fund schemes. The team oversees stock selection within the defined investment framework for active schemes and ensures efficient and precise portfolio deployment for passive schemes in line with their respective benchmark indices.

About the Role

The Equity Research Analyst is responsible for conducting in-depth fundamental research and analysis of companies and sectors to generate actionable investment ideas. The role involves close collaboration with Fund Managers to support active stock selection and portfolio construction. The Analyst will build detailed financial models, track industry trends, engage with company management, and provide data-driven insights that align with our investment framework to drive alpha generation.

Must Haves

• Candidates with 2-5 years of experience in equity research, either on the buy-side or sell-side, are preferred.
• Academic qualifications:
• MBA (Finance) from a premier institute, Chartered Accountant (CA), or CFA (Charterholder or Level II/III candidate) is preferred.
• Strong proficiency in financial modeling, valuation techniques (DCF, relative valuation), and analyzing complex financial statements.
• Deep understanding of macroeconomic drivers, market dynamics, and industry-specific KPIs.
• Ability to communicate complex investment ideas clearly and concisely, both in written research reports and verbal presentations, demonstrating high conviction and independent thinking.

What We Expect From You

• Conduct comprehensive bottom-up fundamental research on assigned sectors and companies to identify high-conviction investment opportunities that align with the fund's mandate.
• Build and continuously update dynamic financial models, earnings forecasts, and valuation sheets for companies under coverage.
• Regularly track and analyze sector trends, quarterly earnings, corporate announcements, regulatory changes, and macroeconomic developments.
• Prepare detailed investment notes, research reports, and presentation decks for the Fund Management team and the Investment Committee.
• Actively engage with company management teams, sell-side analysts, channel partners, and industry experts to gain deeper business insights and validate research hypotheses.
• Support Fund Managers in ongoing portfolio monitoring, evaluating risk-reward metrics, and assessing the fundamental impact of market events on portfolio holdings.
• Ensure high standards of professional conduct, strict adherence to the internal research framework, and compliance with all regulatory and ethical guidelines.

Inside Navi

We are shaping the future of financial services for a billion Indians through products that are simple, accessible, and affordable. From Personal & Home Loans to UPI, Insurance, Mutual Funds, and Gold — we're building tech-first solutions that work at scale, with a strong customer-first approach.

Founded by Sachin Bansal & Ankit Agarwal in 2018, we are one of India's fastest-growing financial services organisations. But we're just getting started!

Our Culture

At Navi, we're a place where ambition meets opportunity and ideas turn into impact quickly. We empower people with high ownership from the start, encouraging them to solve meaningful problems and build with excellence. Teams here work in an environment that values speed, collaboration and craftsmanship, while celebrating learning, growth and shared wins along the way. Whether you're shaping the future of fintech products or driving innovation behind the scenes, life at Navi means being part of a high-energy, talent-driven workplace where your contributions truly make a difference.

We're guided by our own operating system - The Navi OS - a set of principles that shape how we work and win together. You can explore them at navi.com/our-values to see what drives us every day.

If this feels like you, Navi is the place to grow, thrive and make a real impact.