
Senior Investment Analyst Position
2 days ago
We are seeking an experienced investment analyst to join our team.
Key Responsibilities
- Analyze and monitor fund performance, net asset value movements, portfolio composition, and manager strategy
- Develop initiation and earnings update reports, sector briefs, and investment recommendations
- Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation
- Build and maintain rigorous financial models, test assumptions, and perform scenario analyses
- Prepare investor-ready presentations, research dashboards, and detailed write-ups
Requirements & Qualification
- CFA, CA, MBA in Finance or NISM certification for research professionals
- 3–8 years of equity research/fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds
Technical Skills
- Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website
- Strong Excel and PowerPoint capabilities
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