Lead Financial Researcher

3 days ago

Mount Abu, Rajasthan, India beBeeFinancialAnalyst Full time ₹ 1,20,00,000 - ₹ 2,00,00,000

Investment Analyst Role

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We are seeking a highly skilled and experienced Investment Analyst to join our growing team. The successful candidate will play a pivotal role in analyzing financial data, evaluating investment opportunities, and supporting strategic decision-making.

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Key Responsibilities

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  • Analyze financial data for various asset classes to identify trends and opportunities.\
  • Create and maintain accurate financial models for valuation, forecasting, sensitivity, and scenario planning.\
  • Develop detailed investment memos and presentations for management and the investment committee.\
  • Monitor and report on portfolio performance, key metrics, and market trends.\
  • Support budgeting, forecasting, and capital allocation initiatives.\
  • Conduct variance analysis on actual vs. forecasted results and provide actionable insights.\
  • Collaborate with accounting and operations teams to ensure timely and accurate financial reporting.\
  • Assist in due diligence for mergers, acquisitions, and other corporate finance transactions.\
  • Mentor junior analysts and share knowledge on financial modeling and analysis best practices.\
  • Improve process efficiency, automate tasks, and implement analytical tools.\
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Requirements

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  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA preferred).\
  • 5–7 years of experience in financial analysis, investment research, or corporate finance.\
  • Strong knowledge of valuation techniques (DCF, comparable companies, precedent transactions).\
  • Advanced proficiency in Microsoft Excel, PowerPoint, and financial modeling tools.\
  • Familiarity with Bloomberg, Capital IQ, or similar financial databases is a plus.\
  • Excellent analytical, problem-solving, and presentation skills.\
  • Ability to thrive in a fast-paced environment and manage multiple priorities with tight deadlines.\
  • Strong communication skills and ability to collaborate with cross-functional teams.\
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Why Join Our Team?

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  • Opportunity to work closely with a high-caliber investment team on diverse projects.\
  • Exposure to strategic decision-making and high-impact investment deals.\
  • A culture that values innovation, professional development, and performance.\
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