Senior Investment Analyst Position

2 days ago


Kottayam, Kerala, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

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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