Senior Associate - Investment Research

Linedata; Mumbai; On-site; INR 2,500,000 - 3,800,000; Full time

Job summary

Linedata in Mumbai seeks a Senior Associate for its Research team to support buy-side clients with fundamental investment analysis. You will work with Portfolio Managers and Senior Researchers to initiate and maintain analysis on the coverage universe, track macro trends, and mentor junior analysts.

The role requires ownership of deliverables, rigorous data checks, and clear communication to stakeholders to enable timely investment decisions.

Qualifications

• 6-8 years of credit research experience
• Exposure to US/European capital markets
• Strong understanding of capital/corporate structure and debt documents

Responsibilities

• Provide investment research support to global asset managers
• Validate financial statements and models for data integrity
• Carry out capital structure and covenant analysis
• Review financial documents to verify data and refine extraction rules
• Prepare earnings summaries and credit outlooks
• Prioritize and manage multiple assignments under tight deadlines
• Ensure high quality standards and best practices

Skills

Credit research

US/European markets

Capital/corporate structure

Debt documents

Report writing

Excel modelling

Analytical skills

Independent execution

Verbal & written communication

Team player

Bloomberg Terminal CapIQ Reuters

Education

MBA or CFA

Tools

Bloomberg Terminal

CapIQ

Thomson Reuters

Job description

Job Description:

About Us

WHY LINEDATA ?

Join us in shaping the fintech of tomorrow.

With more than 1,350 colleagues across 20 locations worldwide, you'll help build cutting-edge platforms and tailored services that power the daily operations of 700 leading financial institutions. As a global, multicultural company with over 45 nationalities represented and just as many languages spoken, we thrive on diverse perspectives and collaboration. Together, we tackle future-focused topics like Al and the digitalization of finance, delivering smart solutions for our customers.

Whether you're just beginning your career or are an experienced professional, Linedata offers exposure to large-scale client projects, internal mobility and opportunities to develop your skills alongside leading experts.

THE ROLE

You will join a team that directly caters to the front offices of global asset managers. As a Senior Associate in Linedataʼs Research team, you will work closely with Portfolio Managers and Senior Research Professionals. You will be responsible for providing fundamental research support to buy-side clients. The role spans across various aspects of investment research – initiating/maintaining analysis on the coverage universe, understanding macroeconomic and sectoral trends, tracking corporate events, reviewing the work of co-members, training and mentoring junior analysts, etc. You are also expected to proactively engage with different stakeholders to ensure informed and timely investment decision making by clients. You are required to take complete ownership of the deliverables and demonstrate utmost integrity and commitment.

Responsibilities

• Provide investment research support to global asset managers investing in credit instruments
• Validate system-generated financial statements and models by testing data extraction accuracy, and ensuring outputs align with reporting and covenant requirements
• Carry out detailed capital structure and covenant analysis
• Review a wide range of financial documents, including but not limited to quarterly/annual reports, lender presentations, compliance certificates, agreements, prospectus, and ad-hoc disclosures to verify data integrity, and refine extraction rules
• Prepare earnings summaries, credit outlook, and writeups on investment pros and cons for companies under coverage
• Prioritize and execute multiple assignments with tight deadlines
• Ensure adherence to high quality standards and industry best practices

Skills Required

• Sound experience in credit research (6-8 years)
• Exposure to US/European capital markets
• Deep understanding of capital/corporate structure and various debt documents
• Experience in writing reports
• Strong excel modelling and analytical skills with attention to detail
• Ability to independently execute assignments under tight deadlines
• Excellent verbal and written communication skills
• Team player with professional demeanour Advantageous Skills
• Knowledge of third-party databases such as Bloomberg, CapIQ, Thomson Reuters, etc.

Academic Requirements

• MBA or equivalent qualification in finance from a reputed institution / CFA