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Job Title


Financial Analyst


Company : Planify Capital Limited


Location : Gurgaon, Haryana


Created : 2025-12-17


Job Type : Full Time


Job Description

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You’ll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.Key Responsibilities* Equity Research & Investment AnalysisConduct fundamental analysis using company financials, industry trends, sectoral analysis and valuationDevelop initiation and earnings update reports, sector briefs, and investment recommendations.* PMS, AIF, and Mutual Fund OversightAnalyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.Engage with fund managers for insights and maintain regular updates.* Financial Modeling & Due DiligenceBuild and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.Execute financial due diligence for new funds or investment proposals.* Reporting & CommunicationPrepare investor-ready presentations, research dashboards, and detailed write-ups.Deliver market commentary and fund performance summaries.* Stakeholder Interaction & Market MonitoringConduct company management interactions, attend industry forums, and synthesize market developments into fund insights.Requirements & Qualification* Educational BackgroundCFA, CA, MBA in Finance, or NISM certification for research professionals* Professional Experience5–12 years of equity research/fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds.* Technical & Analytical SkillsProficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI websiteStrong Excel and PowerPoint capabilities.