Research Analyst

• Conduct fundamental research on equities, mutual funds, fixed-income securities, and
  other financial instruments.
  


• Analyse 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.

Requirements

• 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.
  

• 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.
  

• 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.
  

Benefits

• 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.