Financial Analyst Trainee

20 hours ago


Hubli, Karnataka, India beBeeEquityResearch Full time ₹ 8,00,000 - ₹ 11,00,000

Job Title: Financial Analysis Assistant

Job Summary:

We are seeking a highly motivated and detail-oriented individual to assist our team with financial analysis and research. This role provides an excellent opportunity to gain hands-on experience in equity research, working closely with experienced analysts to support stock analysis and investment decisions.

  • Perform fundamental analysis of companies to assess their financial health and potential for investment.
  • Develop and maintain financial models to project company performance and valuations.
  • Analyze stocks, monitor market trends, and provide insights for investment strategies.
  • Write clear and concise reports, create presentations, and summarize findings for internal use.
  • Prepare accurate documentation to support research and investment processes.
  • Use advanced Excel for data analysis, modeling, and reporting.
  • Assist in tracking portfolio performance and preparing updates.
Required Skills and Qualifications
  • Actively pursuing CFA Level I/II/III or recently completed a Bachelor's/Master's degree in Finance, Economics, Business Administration, or a related field.
  • Strong understanding of financial modeling and valuation techniques (e.g., DCF, comparables).
  • Ability to analyze stocks, draft research reports, and prepare professional presentations.
  • Excellent 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.
  • Good written and verbal communication skills.
  • Ability to work independently and collaboratively in a team.
What We Offer
  • Practical experience in equity research and financial analysis.
  • Guidance from experienced professionals to develop your skills.
  • Exposure to investment processes and decision-making.
  • A supportive team environment.

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