Financial Researcher

5 days ago


Mumbai, Maharashtra, India beBeeEquityResearch Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking a high-caliber Equity Research Analyst to join our investment advisory platform and work on a dedicated basis for a long-term, fundamentals-driven investor.

The role spans listed and unlisted equities across sectors, combining deep financial analysis with qualitative research and field-level insights.

This is a unique opportunity to work in an entrepreneurial and intellectually stimulating environment, directly influencing investment decisions.

Key Responsibilities:

  • Conduct in-depth fundamental research on companies across listed and private markets.
  • Build and maintain detailed financial models (DCF, relative valuation, scenario analysis).
  • Prepare investment memos, thematic notes, and periodic portfolio reviews.
  • Perform channel checks, supplier/customer interviews, and expert calls to validate assumptions.
  • Track industry trends, competitive landscapes, and regulatory developments.
  • Analyze management commentary, annual reports, concall transcripts, and analyst reports.
  • Work closely with the family office investment team to generate and refine investment ideas.
  • Prepare presentations and briefing materials for investment committee discussions.
  • Monitor portfolio companies and update on performance, risks, and challenges.

Requirements:

  • Strong academic background (CA, CFA, MBA, or equivalent from top tier institutes).
  • 4 to 7 years of experience in equity research, investment banking, private equity.
  • Proven ability to build robust financial models and analyze company financials in depth.
  • Familiarity with valuation methodologies: DCF, FCFF, relative multiples, transaction comps.
  • Excellent written and verbal communication skills, with ability to synthesize complex insights.
  • Self-starter mindset, intellectual curiosity, and willingness to go beyond desk research (channel checks, expert calls, site visits).
  • Proficiency in Excel, PowerPoint, and financial databases.

What We Offer:

  • Opportunity to work closely with a large family office investor, gaining exposure across sectors and asset classes.
  • Entrepreneurial culture with direct impact on investment decisions.
  • Long-term, research-driven approach focus on quality, not quarterly targets.


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