Research Analyst

Michael Page; Pune District; On-site; INR 800,000 - 1,200,000; Full time

Benefits offered by this job

Opportunity to work with senior leadership

Collaborative work environment

Diverse financial operations exposure

Job summary

A growing manufacturing company in Pune, India seeks a Research Analyst to support treasury management and investment decision-making. The ideal candidate will have a graduate or postgraduate degree in finance, economics, or a related field, and 2-5 years of experience in investment research or wealth management. Responsibilities include analysing financial data, preparing treasury reports, and managing stakeholder relationships. This position offers a collaborative environment with opportunities for learning and growth.

Qualifications

• 2-5 years in investment research or wealth management is required.
• Strong knowledge of financial regulations and compliance.
• Experience with a family office is a plus.

Responsibilities

• Analyse financial data for treasury management.
• Conduct research and due diligence on investments.
• Monitor cash flow for operational needs.
• Prepare treasury reports and risk assessments.
• Manage relationships with banks and financial institutions.

Skills

Analytical skills

Problem-solving skills

Communication skills

Stakeholder management

Education

Graduate/postgraduate in finance, economics, commerce or related field

Professional certifications (e.g., CA/ CFA progress)

Job description

Overview

Opportunity to work with a leading and growing manufacturing company.

Opportunity to learn and grow with senior leadership.

About Our Client

About Our Client

The hiring company is a well-regarded organization within the manufacturing industry. They focus on delivering high-quality products and services while fostering a results-oriented work environment.

Job Description

• Analyse financial data to support treasury management and decision-making.
• Conduct equity/fund/strategy research and basic due diligence.
• Coordinate with PMS/AIF/funds, brokers, and custodians for data, statements, and clarifications.
• Monitor cash flow and ensure optimal liquidity levels for operational needs.
• Prepare and present treasury reports, forecasts, and risk assessments.
• Manage relationships with banks, financial institutions, and other stakeholders.
• Track portfolio holdings, performance, exposures, and corporate actions.
• Ensure compliance with financial regulations and internal policies.
• Support the development and implementation of financial strategies.
• Evaluate investment opportunities and recommend actions to maximise returns.
• Contribute to process improvements within the treasury function.

The Successful Applicant

A successful Research Analyst should have:

• Graduate/postgraduate in finance, economics, commerce, or related field.
• Professional certifications (e.g., CA/ CFA progress) are an advantage
• 2-5 years in investment research, PMS/wealth management, family office, or buy-side/sell-side role with exposure to reporting and execution support.
• Exposure in working with a family office is an add-on.
• Strong analytical and problem-solving skills.
• Knowledge of financial regulations and compliance requirements.
• Excellent communication and stakeholder management skills.
• A proactive approach to identifying and addressing financial risks.

What's on Offer

• Opportunity to work with a leading and growing manufacturing company.
• Opportunity to learn and grow with senior leadership.
• Collaborative and supportive work environment.
• Exposure to diverse financial operations and strategies.

If you are ready to advance your career as a Research Analyst, apply now to join a rewarding and challenging work environment.