Manager – Investment Research & Advisory Leo Placement

The Corporate Institute; India; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

The Corporate Institute is seeking an experienced finance professional in India to lead end-to-end investment research projects for institutional clients.

The role focuses on developing sophisticated financial models, evaluating opportunities, and stress-testing portfolios to mitigate risk and maximize returns. 9–12 years of experience in investment research or related fields is required, with hands-on LBO modelling being a strong plus.

Qualifications

• 9–12 years of experience in investment research or related finance fields.
• Strong expertise in complex financial modelling and valuation.
• Experience with integrated financial statements, forecasting, and scenario analysis.
• Hands-on LBO modelling experience is a strong plus.
• Excellent Excel and PowerPoint skills with attention to detail.
• Proven stakeholder management and team leadership abilities.

Responsibilities

• Lead end-to-end investment research projects for institutional clients.
• Develop sophisticated financial models to evaluate opportunities and stress-test portfolios.
• Provide data-backed recommendations and clear communications to investors.
• Guide teams and collaborate with stakeholders across departments.

Skills

Complex financial modelling

Integrated financial statements

Forecasting & scenario analysis

Valuation

LBO modelling

Excel & PowerPoint

Stakeholder management

Team leadership

Communication

Tools

Excel

PowerPoint

Job description

Job Description:

• Lead end-to-end investment research projects by synthesizing complex market trends and financial data to provide clear, data-backed recommendations to institutional clients.
• Develop sophisticated financial models to evaluate investment opportunities, perform valuation exercises, and stress-test portfolios to mitigate risk and maximize returns.
• We are seeking a finance professional with 9-12 years of experience in investment research, corporate finance, transaction advisory, investment banking, or financial analysis.
• The ideal candidate should have strong expertise in complex financial modelling, integrated financial statements, forecasting, scenario and sensitivity analysis, and valuation.
• Hands-on LBO modelling experience is a strong plus.
• The role requires strong understanding of business drivers, capital structures, debt covenants, and investor reporting.
• Excellent Excel and PowerPoint skills, attention to detail, stakeholder management, communication, and team leadership capabilities are essential.