Lead/Principal Analyst - Fundamental Equities

Location: Hyderabad or Bengaluru

Experience: 5+ years | Sector focus-Software, Technology, Services

About the Company:

A global investment and technology firm known for its rigorous research-driven approach and a diversified investment strategy spanning public and private markets. With offices across North America, Europe, and Asia, the firm is recognized for its collaborative culture, deep analytical expertise, and a long-term commitment to innovation and excellence in finance.

Role Overview:

Looking for experienced and detail-oriented professionals to join the Fundamental Equities Privates team within the Financial Research group. This role offers an exciting opportunity to work closely with front-office teams to evaluate and monitor private investment opportunities globally, particularly in the technology and software sectors.

Key Responsibilities:

- Conduct end-to-end evaluation of private firms (early to late stage), focusing on unit economics, TAM, customer cohorts, and industry positioning.

- Build robust financial models and perform valuation analysis using limited and varied data sources.

- Drive investment write-ups, prepare presentations, and contribute to due diligence via data room analysis.

- Participate in calls with company management and industry experts to validate investment hypotheses.

- Track and monitor portfolio companies and provide ongoing performance updates to investment teams.

Candidate Profile:

- 5+ years of investment research experience in technology, software, or services sectors.

- Strong hands-on expertise in financial modeling and valuation.

- Prior experience in private equity, venture capital, or investment banking preferred.

- Outstanding analytical skills and attention to detail.

- Excellent written and verbal communication skills.

- Degree in finance or related field; CFA or MBA (preferred but not mandatory).

Why Apply?

This role is ideal for professionals looking to deepen their exposure to global private markets while working within a high-performance, intellectually rigorous, and collaborative environment.