Fund Based Financial Analyst

1 day ago

Gurgaon, India Planify Capital Limited Full time

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You’ll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions. Key Responsibilities * Equity Research & Investment Analysis Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation Develop initiation and earnings update reports, sector briefs, and investment recommendations. * PMS, AIF, and Mutual Fund Oversight Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy. Engage with fund managers for insights and maintain regular updates. * Financial Modeling & Due Diligence Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses. Execute financial due diligence for new funds or investment proposals. * Reporting & Communication Prepare investor-ready presentations, research dashboards, and detailed write-ups. Deliver market commentary and fund performance summaries. * Stakeholder Interaction & Market Monitoring Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights. Requirements & Qualification * Educational Background CFA, CA, MBA in Finance, or NISM certification for research professionals * Professional Experience 5–12 years of equity research/fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds. * Technical & Analytical Skills Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE/BSE/SEBI website Strong Excel and PowerPoint capabilities.

  • Sr. Fund Commentary Writer

    1 week ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 12,00,000 - ₹ 24,00,000 per year

    Experienced Commentary Investment Writer with key role and responsibility to delivering financial content as writers (Asset Management), managing content deadlines, and collaborating closely with investment teams to produce insightful and engaging market commentary. The ideal candidate will have a strong understanding of financial markets, investment...

  • Sr. Fund Commentary Writer

    1 week ago

    Gurgaon, Haryana, India Ameriprise Financial Full time

    Experienced Commentary Investment Writer with key role and responsibility to delivering financial content as writers Asset Management managing content deadlines and collaborating closely with investment teams to produce insightful and engaging market commentary The ideal candidate will have a strong understanding of financial markets investment strategies...

  • Process Trainee Financial Advisory Support

    2 days ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...

  • Investment Fund Analyst

    1 week ago

    Gurgaon, Haryana, India Fidelity International Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    About the OpportunityJob Type: PermanentApplication Deadline: 21 November 2025Title: Investment Fund AnalystDepartment: Investment Fund Analysts TeamReporting To: Associate director - Investment Fund AnalystLocation: Gurgaon, IndiaAbout Fidelity InternationalFidelity International offers world class investment solutions and retirement expertise. As a...

  • Fundamental Research Analyst

    1 week ago

    Gurgaon, Haryana, India Taurus Mutual Fund Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    We're Hiring at Taurus Mutual FundPosition:Research Analyst(0-2 Yrs Experience)Location: Gurugram | Full-Time | In-OfficeWe are looking for passionate individuals with a keen interest inequity research, financial markets, and investment analysis. Freshers with strong knowledge ofmarkets, finance, and research fundamentalsare encouraged to...

  • Associate - Investment Fund Analyst

    7 days ago

    Gurgaon, Haryana, India Fidelity International Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    About the OpportunityJob Type: PermanentApplication Deadline: 28 November 2025Job DescriptionTitle Associate - Investment Fund AnalystDepartment Client Propositions SupportLocation Gurgaon, IndiaReports To Senior Manager - Investment Fund AnalystLevel 2We're proud to have been helping our clients build better financial futures for over 50 years. How have we...

  • Analyst Financial Advisory Support

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors'practices. This position will...

  • Process Trainee Financial Advisory Support

    2 weeks ago

    Gurgaon, Haryana, India Ameriprise Financial Services, LLC Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    The candidate will be responsible to take up an instrumental role and help conduct smooth operations for dedicated advisor/ a team of financial advisors and staff to help provide outstanding digital experience. The specialist will assist in managing and organizing relevant digital marketing tools available as part of the key marketing activities in an...

  • Analyst - Proxy Voting

    4 days ago

    Gurgaon, Haryana, India Ameriprise Financial Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    We are seeking a Proxy Voting Analyst in Columbia Threadneedle Investments, an Ameriprise Financial company. In this role you will support Responsible Investment reporting and focus on proxy voting for the firm's investment strategies. It will involve formulation, development and delivery of the global proxy voting strategy and approach.Key...

  • Fund Accounting Analyst 1

    4 hours ago

    Gurgaon, India Citi Full time

    The Fund Accounting Analyst is an entry level position responsible for assisting in a variety of fund valuation activities in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the calculation of daily and periodic Net Asset Valuations (NAVs) for funds and the distribution of associated unit...