Excelra - Research Analyst

Responsibilities:

- Conduct detailed financial analysis, including valuation, financial modeling, and due diligence.

- Provide investment recommendations based on market trends, financial data, and company performance.

- Support portfolio management decisions by analyzing potential investment opportunities.

- Monitor and assess portfolio performance, suggest adjustments to optimize returns.

- Stay updated on market trends, economic developments, and relevant regulatory changes.

- Focus on identifying, analyzing, and recommending small and mid-cap stocks for the portfolio.

Qualifications:

- CA, CFA, or equivalent qualification.

- 3-5 years of experience in investment analysis, ideally in PMS, AIF, or family office.

- Strong experience in covering small and mid-cap stocks.

- Strong financial modeling, valuation, and analytical skills.

- Proficient in using financial tools and software.

- Excellent communication and presentation skills.

- Strong understanding of market trends and asset classes