Investment Analyst

2 days ago


Udaipur, Rajasthan, India beBeeValuation Full time ₹ 8,00,000 - ₹ 18,00,000

Key Responsibilities:

The primary role of this position involves building and maintaining comprehensive financial models incorporating scenario analysis, conducting Discounted Cash Flow (DCF) and relative valuation methods, and developing accurate assumptions with clear rationale.

Additionally, the analyst will screen large datasets to identify investment opportunities and assist Portfolio Managers/Chief Investment Officers in their investment decisions, discuss investment ideas and stock updates with PM/CIO, prepare earnings reviews, preview, attend conference calls and management meetings, prepare pitch notes/presentations, industry and thematic notes.

The analyst will also create and update databases, collect and analyze news, handle ad hoc research requests, and maintain regular communication with clients and other stakeholders.

Key Competencies:

The successful candidate should possess exceptional financial modeling and research report-writing/presentation making skills, ability to think through drivers and Key Performance Indicators (KPIs) across a broad range of sectors, good client relationship management skills and effective communication skills.

The analyst should also have an eye for detail and ability to handle multiple workflows with tight deadlines, numerical abilities, building complex, error-free models with well-defined revenue/cost driver assumptions, carrying out earnings sensitivity analysis, providing own valuation views after carrying out relative, DCF-based or industry appropriate valuations.

The ideal candidate should also have writing skills, writing in a logical and structured manner that requires minimal rework, writing bulletins and one-page summaries, linking macro/industry analysis to the output, building effective presentations, collecting news; summarizing and providing analysis that adds value; and preparing charts, tables, and databases.



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