Investment Analyst

Job Title: Investment Analyst

Job Description:

We are seeking a highly skilled Analyst with 3-5 years of experience in investment research or portfolio management. The ideal candidate will have a background in CA or CFA, with expertise gained from working at a top PMS, AIF, or family office. Experience in covering small and mid-cap stocks is crucial. You will be responsible for conducting in-depth financial analysis, generating investment insights, and supporting the portfolio management team in making informed decisions.

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.