Investment Research Assistant

4 days ago

Amrāvati, Maharashtra, India beBeeFinancial Full time ₹ 9,00,000 - ₹ 12,00,000

Job Title: Financial Analyst Trainee

Opportunity Overview

This role offers a chance to gain hands-on experience in financial analysis and equity research, working closely with our team to support stock analysis and investment decisions.

Key Responsibilities:
  • Conduct fundamental analysis of companies to assess their potential for investment.
  • Develop and maintain accurate financial models to project company performance and valuations.
  • Analyze stocks, monitor market trends, and provide valuable insights for investment strategies.
  • Produce concise research reports, create engaging presentations, and summarize findings for internal use.
  • Prepare clear and well-documented materials to support research and investment processes.
  • Use advanced Excel skills for data analysis, modeling, and reporting.
  • Assist in tracking portfolio performance and preparing updates.
  • Support the team with ad-hoc research tasks and projects.
Requirements:
  • Pursuing CFA Level I/II/III and holding a Bachelor's/Master's degree in Finance, Economics, Business Administration, or a related field.
  • Solid understanding of financial modeling and valuation techniques (e.g., DCF, comparables).
  • Knowledge of fundamental analysis and ability to interpret financial statements effectively.
  • Ability to analyze stocks, draft research reports, and prepare professional presentations.
  • Strong documentation skills with attention to detail.
  • Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP) and familiarity with MS PowerPoint and Word.
  • Basic understanding of capital markets and investment concepts.
  • Strong analytical skills and eagerness to learn about equity research.
  • Effective written and verbal communication skills.
  • Ability to work independently and collaboratively as part of a team.
What We Offer:
  • A unique opportunity to gain practical experience in equity research and financial analysis.
  • Guidance from experienced professionals to develop your skills and expertise.
  • Exposure to real-world investment processes and decision-making.
  • A supportive team environment that fosters growth and development.

This trainee position is an excellent way to build your knowledge and skills in financial analysis and equity research.

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