Kshema General Insurance

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Equity Dealer /Analyst

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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


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