Research Analyst- investment research

Intellectual Capital HR Consulting Pvt. Ltd.; New Delhi; Presencial; INR 800.000 - 1.600.000; Jornada completa

Descripción de la vacante

Intellectual Capital HR Consulting Pvt. Ltd. in Delhi invites a Research Analyst with 3-5 years in investment research or portfolio management. A CA or CFA background and experience from PMS/AIF or family office is preferred; focus on small and mid-cap stocks to generate investment insights and support portfolio decisions.

The role requires detailed financial analysis, valuation, modeling, and due diligence, plus strong communication skills to present findings to the portfolio management team.

Formación

• CA or CFA with 3-5 years in investment analysis.
• Experience in PMS, AIF, or family office.
• Experience covering small and mid-cap stocks.
• Strong financial modeling and valuation skills.
• Excellent communication and presentation skills.

Responsabilidades

• 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.

Conocimientos

Investment analysis

Financial modeling

Valuation

Analytical skills

Portfolio analysis

Communication skills

Educación

CA

CFA

Equivalent qualification

Herramientas

Excel

Bloomberg

FactSet

Descripción del empleo

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