Research Analyst

CFA Institute; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

CFA Institute in Mumbai, India is seeking a passionate Research Analyst to join our investments team. You will generate actionable investment ideas, track sectoral developments, and support portfolio construction across PMS and Mutual Fund products.

Key duties include detailed fundamental analysis, building financial models, monitoring macro indicators, and preparing investment notes and thematic reports. You will interact with management and sell-side analysts while contributing to internal

Qualifications

• 2–5 years of equity research experience (buy-side).
• Strong understanding of financial statements, valuations, and investment frameworks.
• Proficiency in Excel, financial modeling, and data tools (Factset, MSCI Barra, CapitalIQ).
• CFA/MBA/CA preferred (Level 2+ or completed).
• Strong communication and presentation skills with high attention to detail.

Responsibilities

• Conduct detailed fundamental analysis of listed companies across sectors
• Build and maintain financial models with sensitivity and scenario analysis
• Track sector dynamics, regulatory changes, and macroeconomic indicators
• Prepare investment notes, quarterly updates, and thematic reports
• Assist in portfolio monitoring, rebalancing inputs, and risk analysis
• Interact with company management, sell-side analysts, and industry experts
• Contribute to internal investment discussions and idea generation forums
• Assist in preparing market commentaries, newsletters

Skills

Equity research

Financial analysis

Valuation

Financial modeling

Communication

Education

CFA Level II or above

MBA or CA preferred

Tools

Excel

FactSet

MSCI Barra

CapitalIQ

Job description

We are looking for a passionate and detail-oriented Research Analyst to join our investments team. You will be responsible for generating actionable investment ideas, tracking sectoral developments, conducting company deep dives, and supporting portfolio construction across PMS and Mutual Fund products.

• Conduct detailed fundamental analysis of listed companies across sectors
• Build and maintain financial models with sensitivity and scenario analysis
• Track sector dynamics, regulatory changes, and macroeconomic indicators
• Prepare investment notes, quarterly updates, and thematic reports
• Assist in portfolio monitoring, rebalancing inputs, and risk analysis
• Interact with company management, sell-side analysts, and industry experts
• Contribute to internal investment discussions and idea generation forums
• Assist in preparing market commentaries, newsletters
• 2–5 years of equity research experience (buy-side)
• Strong understanding of financial statements, valuations, and investment frameworks
• Proficiency in Excel, financial modeling, and basic data tools (e.g., Factset, MSCI Barra, CapitalIQ)
• CFA/MBA/CA preferred (Level 2+ or completed)
• Strong communication and presentation skills, High attention to detail, intellectual curiosity, and accountability.