Zenworx Knowledge Partners - Analyst/Senior Analyst - Investment Research

Analyst/Senior Analyst - Investment Research

We are seeking a highly motivated Analyst or Senior Analyst with 4+ years of experience in investment research, particularly within the Technology sector. This role requires a strong blend of analytical rigor, financial acumen, and domain expertise to support high-stakes investment decisions.

Responsibilities:

- Conduct comprehensive market analysis and due diligence to support investment decisions

- Prior experience in the Tech sector with a strong understanding of industry dynamics, emerging trends, and key performance drivers

- Perform qualitative and quantitative analysis of company's financials, market position and competitive landscape

- Create detailed reports and presentations, synthesizing complex data into actionable insights

- Review and analyze financial statements, industry reports, and primary research findings to extract meaningful insights

- Leverage Gen AI tools to enhance research quality, data synthesis, and insight generation

- Gather and analyze information from multiple sources, including Bloomberg, Capital IQ, and SEC filings

- Collaborate with clients to understand their specific research needs and provide tailored solutions

- Maintain attention to detail, accuracy, and professionalism in all documentation and deliverables

Skills/Experience:

- Bachelor's degree in finance, Business, Economics, or a related field (MBA/CFA/PG Finance preferred)

- 4+ years of experience in a financial institution (e.g., investment bank, private equity, hedge fund)

- Strong quantitative reasoning and analytical skills

- Proficient in MS Office, especially Excel (including advanced functions) and PowerPoint

- Excellent verbal and written communication skills

- Familiarity with corporate finance concepts, valuation techniques, and financial metrics