Financial Modeling and Research Specialist

2 days ago


Palakkad, Kerala, India beBeeInvestment Full time ₹ 20,00,000 - ₹ 25,00,000
Job Title

We are seeking a highly skilled Financial Modeling and Research Specialist to join our team.

The ideal candidate will have 5+ years of experience in Equity Research and a strong background in finance, with either a graduation + CFA L3 cleared or an MBA in Finance.

The selected candidate will be responsible for:

  • Building and updating complex financial models with scenario analysis
  • Carrying-out discounted cash flow, relative, sum-of-the-parts and other relevant valuation methods
  • Developing accurate assumptions and valuations with clear rationale
  • Screening large datasets to identify investment ideas and assisting portfolio managers in their investment decisions

The successful candidate will possess:

  • Excellent financial modeling and research report-writing/presentation-making skills
  • Ability to think through drivers and KPIs across a broad range of sectors
  • Good client relationship management skills and communication skills
  • An eye for detail and ability to handle multiple workflows with tight deadlines

We are looking for a professional who can build error-free models with well-defined revenue/cost driver assumptions, carry out earnings sensitivity analysis, and provide own valuation views after carrying out relative, DCF-based or industry appropriate valuations.

Key Responsibilities:

• Develop and maintain comprehensive financial models that meet industry standards

• Conduct thorough research and analysis to inform investment decisions

• Collaborate with portfolio managers to identify and evaluate investment opportunities

Requirements:

• 5+ years of experience in Equity Research or related field

• Strong background in finance, with either a graduation + CFA L3 cleared or an MBA in Finance

• Excellent financial modeling and research report-writing/presentation-making skills

• Ability to think critically and solve complex problems

• Good client relationship management skills and communication skills

• An eye for detail and ability to handle multiple workflows with tight deadlines



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