Investment Analyst - CA/CFA

Job Description: Ideal candidate will have experience of working as a buy-side analyst or as sell-side analysts with multi-sector coverage experience. Excellent communication skills required with the ability to participate in analyst calls and meetings. As an Investment Analyst, you will work closely with the leadership and contribute to the analysis and management of the equity portfolio across various sectors.

Your responsibilities will include:

Investment Analysis:

- Assist the leadership in conducting investment analysis for different sectors and companies.

- Perform research and gather data on potential investment opportunities.

- Analyze financial statements and evaluate investment risks.

- Build financial models and conduct thorough financial analysis.

- Prepare investment memos to support investment decisions.

- Monitor the global macro environment, financial markets, specific industries, and emerging trends.

Portfolio Management:

- Prepare regular market updates and summaries of commentaries

- Prepare portfolio updates and performance analysis reports, including risk metrics.

- Attend investor and analyst meets.

- Provide due diligence support for investment initiatives

- Gather, consolidate, and analyze data related to potential investments.

- Conduct risk assessments and contribute to the improvement of the due diligence process.

Requirements:

- CA or CFA

- 3-4 years of experience in Family Offices, Investment Funds, Sell-side Brokerage Firms

Benefits:

- Excellent compensation package

- Good work-life balance