Investment Analyst

JITO World; Bengaluru; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

PLK Capital in Bangalore is seeking a mid-level equity research analyst to join its investment team. You will conduct in-depth fundamental research across companies, sectors, and industries, and build financial models to support investment decisions.

The role requires strong analytical skills, proficiency in Excel and PowerPoint, and familiarity with Python for data analysis. CFA candidacy is preferred but not mandatory, with opportunity to advance in a fast-paced market environment.

Qualifications

• 3–5 years of relevant experience in equity research, investment analysis, portfolio management, or a related field.
• Strong understanding of financial statements, fundamental analysis, and business valuation.
• Excellent analytical skills and the ability to interpret complex financial data.
• Strong working knowledge of Excel and PowerPoint.
• Proficiency in Python for data analysis, automation, and research applications.
• Good written and verbal communication skills.
• CFA charterholder or CFA candidate preferred, but not mandatory.

Responsibilities

• Conduct in-depth fundamental research across companies, sectors, and industries.
• Analyse financial statements, business models, cash flows, and key performance indicators.
• Identify investment opportunities, business risks, and potential red flags.
• Track macroeconomic developments, industry trends, and their implications for markets.
• Support portfolio analysis, asset allocation, and investment monitoring.
• Build and maintain financial models, valuation frameworks, and analytical tools.
• Prepare investment notes, research reports, and presentations to support investment decisions.
• Continuously improve research processes, analytical frameworks, and investment methodologies.

Skills

Curious, analytical, driven

Ownership mindset

Independent researcher

Capital markets passion

Data accuracy

Independent contribution

Education

CFA charterholder or CFA candidate

Tools

Excel

PowerPoint

Python

Job description

PLK Capital • Bangalore • Posted about 20 hours ago • Updated about 20 hours ago

Job Type: FullTimePermanent

Work Mode: Onsite

Experience: MidLevel

Travel Requirements:

Skills:

• Curious, analytical, and intellectually driven
• Proactive and comfortable taking ownership
• An independent thinker with strong research skills
• Passionate about capital markets and investing
• Detail-oriented, with a strong focus on data accuracy and quality
• Able to work independently and contribute to investment decisions

Responsibilities

• Conduct in-depth fundamental research across companies, sectors, and industries.
• Analyse financial statements, business models, cash flows, and key performance indicators.
• Identify investment opportunities, business risks, and potential red flags.
• Track macroeconomic developments, industry trends, and their implications for markets.
• Support portfolio analysis, asset allocation, and investment monitoring.
• Build and maintain financial models, valuation frameworks, and analytical tools.
• Prepare investment notes, research reports, and presentations to support investment decisions.
• Continuously improve research processes, analytical frameworks, and investment methodologies.

Qualifications & Experience

• 3–5 years of relevant experience in equity research, investment analysis, portfolio management, or a related field.
• Strong understanding of financial statements, fundamental analysis, and business valuation.
• Excellent analytical skills and the ability to interpret complex financial data.
• Strong working knowledge of Excel and PowerPoint.
• Proficiency in Python for data analysis, automation, and research applications.
• Good written and verbal communication skills.
• CFA charterholder or CFA candidate preferred, but not mandatory.