Interesting Job Opportunity: Lead Analyst/Principal Analyst - Fundamental Equities - Financial [...]

Risk Resources; Bengaluru; On-site; INR 3,500,000 - 5,200,000; Full time

Job summary

A leading global investment firm in Bengaluru is seeking experienced professionals to join its Fundamental Equities - Financial Research team. This high-visibility role involves driving coverage in the Energy and Industrials sectors, building financial models, and presenting research to stakeholders. Candidates should have 5-10 years in investment research, financial modeling expertise, and an MBA/CFA/CA background. Strong communication skills and sector experience are essential for this collaborative position that emphasizes rigorous analysis and independent thinking.

Qualifications

• 5-10 years of investment research experience.
• Strong financial modeling and valuation expertise (DCF, comps, scenario analysis).
• Prior exposure to Energy / Industrials preferred.
• Exposure to Energy / Industrials sectors.
• Strong communication and ability to articulate investment insights.

Responsibilities

• Drive in-depth coverage across the Energy and Industrials sectors.
• Build and refine institutional-grade financial models.
• Present investment theses and risk assessments to senior stakeholders.
• Present investment theses, risk assessments, and valuation insights to senior stakeholders.
• Engage in management calls and expert discussions.
• Create scenario and sensitivity stress tests for investment cases.
• Collaborate with global teams to refine investment strategies.
• Contribute to a culture of intellectual rigor and independent thinking.

Skills

Investment research experience

Financial modeling expertise

Strong communication skills

Independent thinking

Industry knowledge

Education

MBA / CFA / CA or equivalent

Job description

Are you ready to work at the intersection of deep fundamental research and global investment decision-making? A leading global investment firm is looking to hire exceptional professionals to join its Fundamental Equities - Financial Research team in Bengaluru. This is a high-visibility role partnering directly with front-office investors and contributing meaningfully to global portfolio strategies.

Why This Role Stands Out-

You Will

• Own and drive in-depth coverage across the Energy and Industrials sectors
• Build and refine institutional-grade financial models used by global investment teams
• Develop differentiated investment views through rigorous fundamental analysis
• Present investment theses, risk assessments, and valuation insights to senior stakeholders
• Participate in management calls, sell-side interactions, and expert discussions
• Build detailed scenario and sensitivity frameworks to stress-test investment cases
• Collaborate with global teams to refine evolving investment strategies
• You will be part of a team that values intellectual rigor, independent thinking, and high-impact research.

Who Should Apply?

We Are Looking For High-caliber Professionals With

• 5-10 years of investment research experience
• Strong financial modeling & valuation expertise (DCF, comps, scenario analysis)
• MBA / CFA / CA or equivalent background
• Prior exposure to Energy / Industrials (any geography preferred)
• Strong communication skills and ability to clearly articulate investment insights

If You Have Worked In

• Sell-side equity research
• Buy-side research
• Investment banking with sector depth
• Thematic or strategy research - this role could be a strong fit.

(ref:iimjobs.com)