Principal Analyst/Associate Director – Fundamental Equities (Software) – Financial Research

D. E. Shaw India Private Limited; Bengaluru; On-site; INR 1,500,000 - 2,500,000; Full time

Benefits offered by this job

Excellent benefits

Attractive compensation package

Casual working environment

Job summary

A leading investment firm is seeking a talented individual for an investment research role focused on the technology sector. The position requires at least 8 years of experience in investment research, strong financial modeling skills, and the ability to communicate insights effectively. Candidates should have a degree in finance (MBA, CFA, CA) and a deep understanding of business models within Enterprise Software and Payments sectors. The role offers excellent benefits and an attractive compensation package.

Qualifications

• 8+ years of investment research experience including Enterprise Software, Vertical Software, or Payments.
• Strong financial modeling and valuation skills.
• Ability to articulate investment analysis and perspectives.

Responsibilities

• Conduct rigorous fundamental analysis of technology sector companies.
• Support idea generation and refine investment theses with front office teams.
• Develop and track financial models and investment memos.

Skills

Investment research experience

Financial modeling

Analytical aptitude

Communication skills

Education

Degree in finance, MBA, CFA, or CA

Job description

We are looking for resourceful candidates to join our Fundamental Equities team within the Financial Research group, based in Hyderabad, Bengaluru or Gurugram. The team collaborates closely with front office groups to provide high-quality, in-depth research and analysis, supporting investment strategies, and decision-making processes.

What you'll do day-to-day

In this role, you will cover companies within the technology sector and contribute to the development of investment views through rigorous fundamental analysis. You will act as a thought partner to front office teams, supporting idea generation, refining existing investment theses, and bringing differentiated insights into ongoing discussions. Your day-to-day work will involve developing a deep understanding of a company’s business model and competitive positioning and building financial models to reflect that understanding. You will track company developments, earnings, news flow, and external research perspectives to identify key themes and inflection points and synthesize these into investment memos. In addition, you will conduct in-depth benchmarking of companies against peers across financial and operational metrics, and engage regularly with management teams, sell-side analysts, intermediaries, and sector experts to inform your research and strengthen sector understanding.

Who we're looking for

• A degree in finance or equivalent (MBA, CFA, or CA), with at least 8 years of investment research experience
• Prior investment research and analysis experience in Enterprise Software, Vertical Software, and/or Payments sectors.
• Candidate should be well versed with the business models and industry dynamics of these sectors
• The ability to demonstrate hands-on financial modeling and valuation skills
• Robust analytical aptitude and keen attention to detail
• Excellent verbal and written communication skills, with the ability to clearly articulate investment analysis and perspectives

The firm offers excellent benefits, a casual, collegial working environment, and an attractive compensation package.

Members of the D. E. Shaw group do not discriminate in employment matters on the basis of sex, race, colour, caste, creed, religion, pregnancy, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, or any other protected class.