Investment Analyst

JITO; Bengaluru; In loco; INR 900.000 - 1.300.000; Tempo pieno

Descrizione del lavoro

PLK Capital in Bangalore is seeking a mid-level Equity Research Analyst to conduct in-depth fundamental research across companies, sectors, and industries, building robust models and investment theses.

The role requires strong financial statement analysis, data accuracy, and proficiency in Excel, PowerPoint, and Python, with CFA preferred. Youll contribute to investment decisions through clear notes and presentations.

Competenze

• 3–5 years of equity research or investment analysis experience
• Strong understanding of financial statements, fundamental analysis, and valuation
• Excellent analytical skills and ability to interpret complex financial data
• Proficiency in Excel and PowerPoint; Python for data analysis
• CFA charterholder or CFA candidate preferred but not mandatory

Mansioni

• Conduct in-depth fundamental research across companies, sectors, and industries
• Analyze financial statements, business models, cash flows, and KPIs
• Identify investment opportunities, risks, and 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

Conoscenze

Curious, analytical, and academically

Proactive, ownership mindset

Independent thinker with research

Capital markets and investing

Data accuracy and quality

Independent work contribution to投资决策

Formazione

CFA charterholder or CFA candidate

Strumenti

Excel

PowerPoint

Python

Descrizione del lavoro

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