Investment Analyst

Investment Analyst (Direct Equity Focus) - Mumbai

- We are seeking a highly motivated Chartered Accountant (first attempt preferred) with a strong passion for direct equity investing in long-only strategies.

- The role offers exposure to investment research, portfolio monitoring, and strategic projects across asset classes, with a primary emphasis on detailed equity analysis and fundamental research with proficiency in AI tools and data analysis.

Key Responsibilities:

Investment Research & Analysis:

- Conduct fundamental research and valuation of listed companies for long-only equity investments.

- Assist in evaluating, selecting, and monitoring ETFs, Mutual Funds, AIFs, Private Equity, and direct equity holdings.

- Prepare detailed investment recommendations with focus on sector trends, competitive positioning, and earnings forecasts.

Portfolio Monitoring & Reporting:

- Maintain investment trackers, performance dashboards, and exposure summaries.

- Monitor portfolio holdings versus benchmarks and prepare periodic performance reports for internal stakeholders.

Strategic Projects:

- Support research on asset allocation strategies and new investment products.

- Contribute to thematic reports on emerging market opportunities, sector deep-dives, and macroeconomic developments impacting equity markets.

Candidate Profile:

Education & Credentials:

- Chartered Accountant (first-attempt pass preferred).

- CFA Level I/II cleared or in progress (optional but preferred).

- Some prior experience in equity research required

Skills & Competencies:

- Strong passion for equity research, particularly long-only investment strategies.

- Proficiency in financial statement analysis, ratio analysis, and valuation methodologies (DCF, comparable, sector multiples).

- Strong analytical and quantitative skills with proficiency in MS Excel and PowerPoint.

- Ability to synthesize large volumes of data into clear investment views.

- Excellent communication skills, both written and verbal.

Attributes:

- Self-driven, detail-oriented, and able to work independently.

- Demonstrated curiosity about markets, sectors, and companies.

- Commitment to long-term investing principles and disciplined research approach.