Research Analyst

Research Analyst

Role & Responsibilities

• Conduct detailed research and analysis of listed companies, sectors, and industries.
• Analyse financial statements including Profit & Loss, Balance Sheet, and Cash Flow statements.
• Study company business models, competitive positioning, management quality, growth prospects, and key business risks.
• Track quarterly results, investor presentations, annual reports, corporate announcements, and other relevant developments.
• Conduct fundamental analysis and evaluate companies based on financial performance, valuation, growth, and risk factors.
• Monitor market trends, sector developments, macroeconomic factors, and their potential impact on investments.
• Prepare company and sector research reports with clear investment observations.
• Conduct research on Mutual Funds, AMCs, fund categories, portfolio allocation, fund manager track record, performance, risk, and other relevant parameters.
• Compare mutual funds based on performance, risk-adjusted returns, expense ratio, AUM, portfolio quality, and consistency.
• Track existing investments/recommendations and regularly update research views based on new developments.
• Use Excel / Google Sheets and other financial research tools for data analysis and reporting.
• Present research findings and key insights to senior management and the investment/research team.
• Maintain proper documentation and research records.
• Ensure research is based on reliable sources and follows applicable internal processes and regulatory requirements.

Preferred Candidate Profile

• Graduate/Postgraduate in Finance, Commerce, Economics, Business Administration, or a related field.
• Candidates with 03 years of experience in Equity Research, Mutual Fund Research, Investment Research, Financial Analysis, or related fields are preferred.
• Strong interest in Indian Stock Market, Mutual Funds, and Investment Research.
• Good understanding of fundamental analysis and financial statements.
• Basic knowledge of valuation concepts such as P/E, P/B, EV/EBITDA, ROE, ROCE, EPS, Revenue Growth, and Free Cash Flow.
• Good knowledge of MS Excel / Google Sheets.
• Strong analytical and numerical skills.
• Ability to interpret financial data and convert it into clear research insights.
• Good written and verbal communication skills.
• Strong attention to detail and ability to work with large amounts of financial information.
• Candidates pursuing or having relevant NISM certifications will be preferred.
• CFA / MBA Finance / CA / relevant financial-market qualifications will be an added advantage.
• Candidates should have a strong learning mindset and genuine interest in developing a career in investment research.

Benefits

• Opportunity to work in a professional financial research and investment environment.
• Practical exposure to Equity Research and Mutual Fund Research.
• Opportunity to work directly with experienced professionals and management.
• Learning exposure to fundamental analysis, financial modelling, valuation, and investment research.
• Opportunity to develop expertise in Indian capital markets.
• Support for professional learning and relevant financial-market certifications.
• Performance-based growth opportunities.
• Career growth based on skills, research quality, and performance.
• Professional and learning-oriented work culture.

Key Skills

Equity Research | Fundamental Analysis | Financial Analysis | Mutual Funds | Financial Statements | Valuation | Excel | Google Sheets | Stock Market Research | Investment Research | Analytical Skills