Indian Equity Analyst

We are a world-class long-only Indian equity fund. We are looking for a value-focused analyst. Passion for investing is a must. Anyone can do a DCF, but the key to becoming a true investor is developing the right investment philosophy, which is at the heart of First Water.

Job Summary:

We seek a dedicated Indian Equity Analyst with (flexi-sector, but industrials and manufacturing preferred) to join our investment team. This role involves conducting thorough research, building valuation models, and providing actionable investment recommendations to support portfolio strategy and enhance performance.

Key Responsibilities:

1. Sector-Specific Research:

• Conduct comprehensive research on the sector, analyzing industry trends, market dynamics, and regulatory developments.
• Study the competitive landscape, supply chain dependencies, and global linkages impacting Indian industr...