Research Analyst

Fyers securities; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Fyers Securities in Mumbai is seeking a Research Analyst to lead investment research across IT, Internet, Retail, and Pharma sectors. The ideal candidate will combine traditional research with modern data analytics and AI practices to generate actionable insights.

This role involves conducting in-depth analysis, building financial models, and collaborating with key stakeholders, contributing directly to portfolio performance and alpha generation.

Qualified candidates are expected to have a CA/MBA in Finance, analytical rigor, and advanced proficiency in financial databases.

Qualifications

• Proven experience as a Research Analyst in a buy-side research role.
• Advanced Excel skills and data analysis capabilities.
• Comfort with AI tools and automation.
• CA / MBA (Finance) / CFA Charter Holder preferred.

Responsibilities

• Conduct in-depth fundamental analysis to identify investment opportunities.
• Build detailed financial models and valuation scenarios.
• Generate actionable investment recommendations.
• Collaborate with internal stakeholders to support investment decisions.

Skills

Financial market understanding

Financial modeling

Data analysis

Analytical skills

Python

SQL

VBA

Excellent communication

Education

CA / MBA (Finance) / CFA Charter Holder

CMT certification

Tools

Bloomberg Terminal

ACE Equity

Job description

FYERS Securities Private Limited | Full time

FYERS Asset Management is a Portfolio Management Services(PMS) firm focused on delivering high‑conviction, research‑driven investment strategies for long‑term wealth creation. Backed by strong technology and innovation ecosystem of FYERS, one of India’s leading investing and trading platforms, we combine deep fundamental research, data‑driven insights, and disciplined portfolio management to create differentiated investment solutions.

We are looking for a highly analytical and technology driven Research Analyst to lead end‑to‑end coverage across IT, Internet, Retail, and Pharma sectors. The role combines traditional buy side research with modern AI led research practices, data analytics, and automation capabilities to generate differentiated investment ideas and support portfolio decision making. The ideal candidate should possess strong sector understanding, financial modelling expertise, and the ability to leverage technology and alternative data sources to derive actionable investment insights.

This role offers an opportunity to work in a fast‑paced investment environment and directly contribute toward alpha generation and long‑term portfolio performance.

Key Responsibilities

• Own end‑to‑end research coverage across the sector.
• Conduct in‑depth fundamental analysis to identify investment opportunities and risks.
• Build and maintain detailed financial models, forecasts, valuation models, and scenario analyses.
• Generate actionable investment ideas and recommendations through bottom‑up and thematic research.
• Monitor company performance, earnings, industry developments, and competitive landscapes.
• Analyze macroeconomic trends and assess their impact on sectors and investment strategies.
• Prepare investment theses, sector reports, research notes, and management presentations.
• Leverage AI tools, financial databases, and alternative datasets to enhance research quality and efficiency.
• Attend earnings calls, management meetings, analyst conferences, and industry events.
• Collaborate closely with CIOs, Fund Managers, Portfolio Managers, and Traders to support investment decisions.
• Use Python, SQL, VBA, or data analytics tools to automate workflows and improve research processes.
• Present stock recommendations, sector views, and investment rationale to internal and external stakeholders.
• Ensure accuracy, data integrity, and adherence to research governance standards.
• Contribute toward alpha generation and long‑term portfolio performance.

Key Requirements

• A passion for financial markets and investment research.
• Proven experience as a Research Analyst in a buy‑side research role.
• High level of market intelligence and analytical rigor.
• Advanced Excel skills, data analysis, and modelling capability.
• Comfort with AI tools, automation, and coding‑based workflows.
• Excellent written and verbal communication skills, with experience in preparing research reports and presentations.
• Ability to engage confidently with clients, management teams, and senior stakeholders.
• Critical thinking, intellectual curiosity, and structured problem‑solving.
• High standards of professionalism, ethics, and attention to detail.
• CA / MBA (Finance) / CFA Charter Holder; CMT certification will be an added advantage.
• Hands on experience in Data Science, Machine Learning, and AI‑driven research methodologies for investment analysis will be an added advantage.
• Proficiency in using financial research tools and databases, including Bloomberg Terminal, ACE Equity.