Senior Investment Research Specialist

5 days ago


Jamnagar, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,50,00,000

We are seeking a seasoned Equity Analyst to join our team in analyzing investments.

  • Conduct thorough financial research, develop and maintain complex financial models, perform due diligence, and produce insightful reports to support investment decisions.
  • Deliver initiation and earnings update reports, sector briefs, and investment recommendations.
  • Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.
  • Create and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.
  • Presents findings to stakeholders through clear, concise investor-ready presentations, research dashboards, and detailed write-ups.

The ideal candidate has 3-8 years of experience in equity research or fund analysis, preferably with exposure to PMS, AIFs, or mutual funds.

Key requirements include:

  • CFA, CA, MBA in Finance, or NISM certification for research professionals
  • Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website
  • Excellent analytical thinking, attention to detail, communication, and presentation skills.


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