Associate - Investment Research

Linedata Services; Mumbai; Hybrid; INR 900,000 - 1,400,000; Full time

Job summary

Linedata Services in Mumbai is seeking an Associate - Investment Research to join a front-office team supporting global asset managers. You will provide fundamental research support, analyze capital structures, and deliver timely insights under tight deadlines.

The role requires 4–6 years in credit research, exposure to US/European markets, strong Excel modelling, and excellent communication. Hybrid work setup with cross-border collaboration is offered.

Qualifications

• MBA or CFA or equivalent finance qualification.
• 4–6 years of credit research experience.
• Experience with US/European capital markets.
• Strong excel modelling and analytic skills.

Responsibilities

• Provide investment research support to global asset managers.
• Validate financial statements and models for data integrity.
• Carry out capital structure and covenant analysis.
• Review wide range of financial documents to verify data.
• Prepare earnings summaries and investment writeups.
• Prioritize multiple assignments with tight deadlines.
• Ensure adherence to high quality standards.

Skills

Credit research

US/European markets

Capital structure

Financial reporting

Excel modelling

Deadline driven

Communication

Bloomberg

Education

MBA or CFA

Tools

Bloomberg

CapIQ

Thomson Reuters

Job description

Associate - Investment Research

Front Office

Mumbai, India

Hybrid

About us WHY LINEDATA

Join us in shaping the fintech of tomorrow.

With more than 1,350 colleagues across 20 locations worldwide, youll 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 youre 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.

propos de nous POURQUOI LINEDATA

Rejoignez-nous pour fa onner la fintech de demain.

Avec plus de 1 350 collaborateurs r partis dans 20 bureaux travers le monde, vous participez la cr ation de plateformes logicielles de pointe et de services sur mesure qui soutiennent les op rations quotidiennes de 700 grandes institutions financi res. Groupe mondial et multiculturel avec plus de 45 nationalit s et tout autant de langues parl es, nous valorisons la diversit des perspectives et la collaboration. Ensemble, nous relevons des d fis d avenir tels que l intelligence artificielle et la digitalisation de la finance, en offrant des solutions ing nieuses et intelligentes nos clients.

Que vous soyez au d but de votre carri re ou un(e) professionnel(le) exp riment (e), Linedata vous offre l opportunit de travailler sur des projets d envergure, d voluer en interne et de d velopper vos comp tences aux c t s d experts renomm s.

THE ROLE

You will join a team that directly caters to the front offices of global asset managers. As a Senior Associate in Linedata s 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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.