Overview
Job Title: Research 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.