Investment Research Expert

23 hours ago

Kolkata, West Bengal, India beBeeInvestment Full time US$ 80,000 - US$ 1,20,000

About the Role:

We are seeking a highly skilled Investment Research Expert to play a key role in advancing our work at the intersection of finance and technology.

The role involves conducting comprehensive financial, market, and regulatory research, while also developing data-driven decision frameworks and analytical models that inform strategic investment evaluation and strategy.

This is a rare opportunity for young professionals to combine financial expertise with emerging technology tools, and to go beyond research by shaping actionable insights that drive decision-making in a fast-growing environment.

Key Responsibilities:

  • Investment Research & Tracking: Monitor equity and other financial products, track performance, and identify emerging opportunities and risks.
  • Analytical Frameworks: Contribute to the development of data-driven decision flows and models that support systematic investment evaluation and scenario analysis.
  • Regulatory & Policy Tracking: Monitor updates from regulators and assess their implications.
  • Insight Generation: Collect and synthesize data into concise briefs, reports, models, and presentations. Translate findings into structured recommendations.
  • Cross-Functional Collaboration: Work with product, strategy, and technology colleagues to ensure research inputs shape practical solutions.

Requirements:

  • Education: Bachelor's degree in Economics/Finance/Management/Public Policy/Computer Science or related field.
  • Postgraduate degree (MBA/Finance/Economics) or professional qualifications (CA, CFA, FRM) are a plus.
  • Experience: 2-4 years of experience in equity markets, investment research, consulting, or financial analysis.
  • Broad exposure to mutual funds, fixed income or alternative investments, or professional backgrounds such as CA/CPA is a plus.
  • Familiarity with technology-enabled research and analysis (advanced Excel/Sheets, familiarity with AI-tools required; SQL/Python/R or financial databases a plus).

Skills & Competencies:

  • Strong understanding of financial statements, valuation, and market structures.
  • Proficiency in financial modelling and quantitative/qualitative research.
  • Experience designing structured analytical approaches and decision frameworks.
  • Clear, concise communication skills; ability to present insights to diverse stakeholders.

Why this role?

Shape Strategic Outcomes: Go beyond research by contributing to the development of data-driven decision frameworks and analytical models.

Finance + Tech Exposure: Build on your equity markets expertise while expanding into a wide spectrum of financial products and technology-driven analysis.

High-Growth Environment: Work closely with leadership, take on early responsibility, and grow your career in an ambitious, impact-driven setting.

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