Job Summary
We are hiring Research Analysts to conduct in-depth investment research, financial analysis, and valuation across multiple asset classes. The role involves identifying investment opportunities, preparing research reports, supporting portfolio management, and contributing to data-driven investment decisions. This opportunity is ideal for candidates with experience in Equity Research, Investment Research, Wealth Management, Portfolio Analysis, Investment Advisory, or similar financial research roles.
Key Responsibilities
● Conduct fundamental research on equities, mutual funds, fixed-income securities, and other financial instruments.
● Analyze company financial statements, industry trends, and macroeconomic developments to identify investment opportunities.
● Develop and maintain financial models, valuation models, and investment screening frameworks.
● Prepare research reports, investment notes, and actionable investment recommendations.
● Support portfolio construction, monitoring, and periodic portfolio reviews.
● Track market developments, regulatory updates, and economic indicators impacting investment strategies.
● Assist in preparing investment presentations, client proposals, and research materials.
● Collaborate with internal teams to provide research-backed insights for investment decisions and client discussions.
● Ensure all research activities comply with applicable regulatory and internal compliance standards.
Required Qualifications
● CFA Level II Qualified (minimum requirement).
● Bachelor's degree in Finance, Commerce, Economics, or a related discipline.
● MBA, CA, or other relevant finance qualifications will be an added advantage.
● Strong understanding of financial markets, valuation techniques, financial statement analysis, and portfolio management concepts.
Required Skills
● Strong analytical, quantitative, and problem-solving abilities.
● Proficiency in financial modelling and company valuation.
● Advanced working knowledge of Microsoft Excel and PowerPoint.
● Familiarity with financial databases, research platforms, and investment tools is preferred.
● Excellent written and verbal communication skills.
● Ability to interpret complex financial data and translate it into actionable investment insights.
● High attention to detail with the ability to work independently and meet deadlines.
Preferred Experience
● 1–3 years of full-time experience in Equity Research, Investment Research, Research Analyst, Investment Advisory, Wealth Management, Portfolio Analysis, or related financial research roles.
● Candidates with 6–8 months of internship experience in the above domains may also be considered if they demonstrate strong analytical and research capabilities.
● Exposure to equities, mutual funds, brokerage research, or investment advisory will be an added advantage.
● Freshers are not eligible for this position.
Why Join?
● Opportunity to work with a reputed investment advisory firm.
● Exposure to real-world equity research, investment analysis, and portfolio management.
● Collaborative, research-driven work environment.
● Strong learning opportunities and long-term career growth in investment research and financial services.