Research Executive

Job Description

Roles and Responsibilities Conduct fundamental analysis of listed companies using financial reports, charting tools, and market data Track macroeconomic trends, sectoral developments, and regulatory updates impacting portfolio performance Collaborate with cross-functional teams to integrate research findings into product development and marketing initiatives Stay up-to-date with industry developments by attending conferences, webinars, and reading relevant publications Conduct market research to identify trends, opportunities, and challenges in the industry Assist in portfolio construction and rebalancing for Smallcase portfolios based on thematic investment strategies Monitor portfolio performance and suggest adjustments using tools like Screener, TradingView, and Excel Ensure compliance with SEBI Research Analyst Regulations, maintaining audit-ready documentation and disclosures Prepare performance reports, dashboards, and investor communication materials Collaborate with Mr. Kunal Saraogi and the investment team to align research with strategic goals Support content creation for webinars, presentations, and educational initiatives. Develop comprehensive reports summarizing findings and recommendations for business growth strategies Desired Candidate Profile Strong analytical skills with ability to interpret complex data sets Excellent communication skills with ability to present findings effectively through written reports or verbal presentations Proficiency in MS Office applications (Excel, Word) as well as online tools like Google Docs/Sheets

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