Research Analyst- investment research

Intellectual Capital HR Consulting Pvt. Ltd.; Indore District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Indore seeks a Research Analyst with 3–5 years of investment research or portfolio management experience.

The ideal candidate has CA or CFA credentials and experience with PMS, AIF, or family offices, with a focus on small and mid-cap stocks. You will perform in-depth financial analysis, build models, and generate investment insights to support the portfolio management team.

Qualifications

• 3–5 years of experience in investment analysis, ideally in PMS, AIF, or family office.
• Strong experience in covering small and mid-cap stocks.
• CA or CFA qualification or equivalent.
• Proficient in financial modeling, valuation and analysis.
• Proficient in using financial tools and software.
• Excellent communication and presentation skills.

Responsibilities

• Conduct detailed financial analysis, including valuation, financial modeling, and due diligence.
• Provide investment recommendations based on market trends, financial data, and company performance.
• Support portfolio management decisions by analyzing potential investment opportunities.
• Monitor and assess portfolio performance, suggest adjustments to optimize returns.
• Stay updated on market trends, economic developments, and relevant regulatory changes.
• Focus on identifying, analyzing, and recommending small and mid-cap stocks for the portfolio.

Skills

Financial modeling

Valuation

Due diligence

Analytical thinking

Investment research

Communication skills

Education

CA/CFA

Tools

Financial tools

Job description

Job Title: Research Analyst

Job Description: We are seeking a highly skilled Analyst with 3-5 years of experience in investment research or portfolio management. The ideal candidate will have a background in CA or CFA, with expertise gained from working at a top PMS, AIF, or family office. Experience in covering small and mid-cap stocks is crucial. You will be responsible for conducting in-depth financial analysis, generating investment insights, and supporting the portfolio management team in making informed decisions.

Responsibilities:

• Conduct detailed financial analysis, including valuation, financial modeling, and due diligence.
• Provide investment recommendations based on market trends, financial data, and company performance.
• Support portfolio management decisions by analyzing potential investment opportunities.
• Monitor and assess portfolio performance, suggest adjustments to optimize returns.
• Stay updated on market trends, economic developments, and relevant regulatory changes.
• Focus on identifying, analyzing, and recommending small and mid-cap stocks for the portfolio.

Qualifications:

• CA, CFA, or equivalent qualification.
• 3-5 years of experience in investment analysis, ideally in PMS, AIF, or family office.
• Strong experience in covering small and mid-cap stocks.
• Strong financial modeling, valuation, and analytical skills.
• Proficient in using financial tools and software.
• Excellent communication and presentation skills.
• Strong understanding of market trends and asset classes.

Job Details:

• Hours: 10:30 AM to 6:30 PM
• Type: Full-time