Associate - Investment Research

Linedata; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Linedata in Mumbai seeks a Senior Associate in its Research team to support buy-side clients with fundamental investment analysis. You will engage with Portfolio Managers and Senior Researchers, validate data, and deliver timely research insights across the credit universe.

You will review financial documents, refine extraction rules, mentor junior analysts, and contribute to earnings previews and outlook writeups while maintaining high quality standards under tight deadlines.

Qualifications

• 4–6 years of credit research experience.
• Exposure to US/European capital markets is preferred.
• Deep understanding of debt/capital structure and related documents.
• Experience in writing investment reports.

Responsibilities

• Provide investment research support to global asset managers.
• Validate system-generated financial statements and models for data accuracy.
• Carry out capital structure and covenant analysis.

Skills

Credit research

US/European markets

Capital structure knowledge

Report writing

Excel modelling

Deadline-driven

Communication skills

Team player

Data extraction validation

Education

MBA in Finance

CFA

Tools

Bloomberg

CapIQ

Thomson Reuters

Job description

Job Description:

About Us

WHY LINEDATA ?

Join us in shaping the fintech of tomorrow.

With more than 1,350 colleagues across 20 locations worldwide, you'll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.

Whether you're just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.

The Role

You will join a team that directly caters to the front offices of global asset managers. As a Senior Associate in Linedataʼs Research team, you will work closely with Portfolio Managers and Senior Research Professionals. You will be responsible for providing fundamental research support to buy-side clients. The role spans across various aspects of investment research – initiating/maintaining analysis on the coverage universe, understanding macroeconomic and sectoral trends, tracking corporate events, reviewing the work of co-members, training and mentoring junior analysts, etc. You are also expected to proactively engage with different stakeholders to ensure informed and timely investment decision making by clients. You are required to take complete ownership of the deliverables and demonstrate utmost integrity and commitment.

Responsibilities

• Provide investment research support to global asset managers investing in credit instruments
• Validate system-generated financial statements and models by testing data extraction accuracy, and ensuring outputs align with reporting and covenant requirements
• Carry out detailed capital structure and covenant analysis
• Review a wide range of financial documents, including but not limited to quarterly/annual reports, lender presentations, compliance certificates, agreements, prospectus, and ad-hoc disclosures to verify data integrity, and refine extraction rules
• Prepare earnings summaries, credit outlook, and writeups on investment pros and cons for companies under coverage
• Prioritize and execute multiple assignments with tight deadlines
• Ensure adherence to high quality standards and industry best practices

Skills Required

• Sound experience in credit research (4-6 years)
• Exposure to US/European capital markets
• Deep understanding of capital/corporate structure and various debt documents
• Experience in writing reports
• Strong excel modelling and analytical skills with attention to detail
• Ability to independently execute assignments under tight deadlines
• Excellent verbal and written communication skills
• Team player with professional demeanour Advantageous Skills
• Knowledge of third-party databases such as Bloomberg, CapIQ, Thomson Reuters, etc.

Academic Requirements

• MBA or equivalent qualification in finance from a reputed institution / CFA