Buyside analyst cat3 fund

Intellectual Capital HR Consulting Pvt. Ltd.; Mumbai; On-site; INR 3,500,000 - 5,500,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai seeks a Senior Research Analyst to own the research lifecycle for prospective and existing investments, focusing on small-cap and under-researched sectors.

You will develop data-backed investment theses and robust valuation models, leading due diligence and ongoing portfolio monitoring. The ideal candidate has 5–7 years of professional experience as a Research Analyst within buy-side or top-tier sell-side institutions, with expertise in

Qualifications

• MBA or equivalent qualification in finance from a reputed institution.
• CA / CFA / FRM / NISM certifications are preferred.

Responsibilities

• Conduct in-depth fundamental analysis on small-cap and low-coverage firms.
• Formulate investment theses with data-backed drivers and risks.
• Build financial models and valuation frameworks to support investment decisions.
• Lead comprehensive due diligence including on-site visits and management engagement.
• Provide ongoing research and analytical support for monitoring portfolio performance.

Skills

Financial analysis

Valuation & modelling

Due diligence

Alpha generation

Portfolio monitoring

Education

MBA in Finance

CA / CFA / FRM / NISM certifications preferred

Job description

The Senior Research Analyst role is integral to the fund's investment process. The successful candidate will operate within a lean, high-caliber team, taking ownership of the entire research lifecycle for prospective and existing investments. This position requires a commitment to analytical rigor, a deep understanding of market dynamics, and the capacity to uncover unique value propositions in under-researched sectors of the market. The role offers a direct pathway to contribute to the fund's performance and strategic direction.

Responsibilities:

• Fundamental Analysis: Conduct in-depth financial and qualitative analysis on a range of companies, with a specialized focus on small-cap and low-coverage firms.
• Thesis Formulation: Formulate robust, data-backed investment theses, identifying key drivers of value and potential risks.
• Valuation & Modeling: Build sophisticated financial models and valuation frameworks to support investment decisions.
• Due Diligence: Lead comprehensive due diligence efforts, including on-site visits and direct engagement with corporate management.
• Portfolio Management Support: Provide ongoing research and analytical support for monitoring portfolio company performance.

Candidate Profile:

Experience:

• A minimum of 5-7 years of professional experience as a Research Analyst within a buy-side or top-tier sell-side institution.

Expertise:

• Demonstrated proficiency in analyzing smaller, less-followed companies.
• A proven track record of generating alpha-accretive ideas and contributing to successful investment outcomes.
• Experience in a specialized sector is advantageous.

Qualifications:

• Education: MBA or equivalent qualification in finance from a reputed institution
• Certifications: CA / CFA / FRM / NISM is preferred.