Strategic Investment Professional

3 days ago


Tirupati, Andhra Pradesh, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Investment Analyst Position

We are seeking a skilled investment analyst to join our team.

  • Key Responsibilities:
    • Analyze company financials, industry trends, and sectoral data to inform investment decisions.
    • Develop in-depth reports on equity research, PMS, AIFs, and mutual funds.
  • Financial Modelling & Due Diligence:
    • Build comprehensive financial models and test assumptions for scenario analysis.
    • Perform rigorous due diligence on new funds or investment proposals.
  • Reporting & Communication:
    • Create investor-ready presentations and detailed write-ups on fund performance.
    • Deliver market commentary and summarize key findings.
  • Stakeholder Interaction & Market Monitoring:
    • Engage with management teams, attend industry events, and stay up-to-date on market developments.
Requirements & Qualifications
  • Educational Background:
    • CFA, CA, MBA in Finance, or equivalent qualifications.
  • Professional Experience:
    • 3–8 years of experience in equity research or fund analysis, preferably with exposure to PMS, AIFs, or mutual funds.
  • Technical & Analytical Skills:
    • Proficiency in financial modeling, valuations, and databases such as Probe42, MCA, NSE/BSE/SEBI website.
    • Strong Excel and PowerPoint capabilities.
  • Soft Skills:
    • Excellent analytical thinking, attention to detail, communication, and presentation skills.
    • Ability to work under pressure and collaborate effectively.


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