Senior Investment Analyst ARIN CONSULTANCY

The Corporate Institute; Mumbai; On-site; INR 3,500,000 - 5,500,000; Full time

Job summary

The Corporate Institute in Mumbai seeks a Senior Investment Analyst who can work with autonomy to uncover differentiated equity opportunities and deliver superior returns. This role rewards independent thinking, deep fundamental research, and proactive field- and desk-based work.

You will mentor junior analysts, cover multiple sectors, and support the Fund Manager with high-quality research, robust theses, and timely investment ideas.

Qualifications

• 6–10 years of relevant experience in equity research with a strong background in fundamental/value investing and a demonstrated ability to identify and evaluate investment opportunities.
• Strong foundation in accounting principles, financial statement analysis, and financial modelling.
• Excellent written and verbal communication skills.

Responsibilities

• Identify, analyse, and communicate high-potential investment opportunities through in-depth fundamental research focusing on accounting, business quality, valuation, and risk-reward dynamics across cycles.
• Develop deep understanding of businesses, including competitive landscape, industry structure, and value chain.
• Conduct detailed financial statement analysis and assess quality, sustainability, and drivers of performance.
• Present well-researched investment ideas and recommendations to the Fund Manager with a robust thesis and risk-reward assessment.
• Conduct company and site visits and engage with management, vendors, customers, regulators, and financiers to understand prospects and growth drivers.
• Perform thorough due diligence including channel checks and industry research to validate hypotheses and identify risks/opportunities.
• Mentor and guide junior analysts, delegating, reviewing, and supervising research assignments to strengthen sector coverage.
• Take ownership of sectors and companies, monitor developments, and identify factors impacting investment theses.
• Stay abreast of industry developments, regulatory changes, macro trends, and other information that may influence opportunities.
• Demonstrate strong reading, analytical, and synthesis skills with high standard of work ethic and accountability.

Skills

Equity research

Value investing

Fundamental analysis

Financial modelling

Multisector coverage

Communication skills

Job description

Role Overview

As a Senior Investment Analyst, you will operate with a high degree of autonomy, identify differentiated investment opportunities with the potential to generate superior returns, and contribute to a culture that values continuous learning, independent thinking, and differentiated insights over consensus views.

The ideal candidate will possess a strong combination of analytical ability, intellectual curiosity, and a genuine passion for equities. They should be proactive, take ownership of their work, and be comfortable conducting both field-based and desk-based research.

The Senior Investment Analyst will also mentor and guide junior analysts, enabling them to effectively cover high-potential companies through thoughtful delegation, review, and oversight. The role will support the Fund Manager with high-quality research, actionable insights, and well-reasoned investment theses to inform investment decisions.

Key Responsibilities

• Identify, analyse, and communicate high-potential investment opportunities through in-depth fundamental research, with a strong focus on accounting principles, business quality, valuation, and risk-reward dynamics across various business cycles.
• Develop a deep understanding of businesses, including their competitive landscape, industry structure, and value chain comprising vendors, customers, regulators, financiers, and other key stakeholders.
• Conduct detailed financial statement analysis and assess the quality, sustainability, and underlying drivers of business performance.
• Present well-researched, clearly articulated investment ideas and recommendations to the Fund Manager, supported by a robust investment thesis and appropriate risk‑reward assessment.
• Conduct company and site visits and engage with relevant stakeholders, including management teams, vendors, customers, competitors, regulators, and financiers, to develop a comprehensive understanding of business prospects, industry dynamics, and key growth drivers.
• Conduct thorough ground‑level due diligence, including channel checks and industry research, to validate investment hypotheses and identify emerging opportunities or risks.
• Mentor and guide junior analysts, effectively delegating, reviewing, and supervising research assignments to strengthen sector and company coverage.
• Take ownership of assigned sectors and companies, continuously monitor developments, and proactively identify factors that may materially impact the investment thesis.
• Stay abreast of industry developments, company announcements, regulatory changes, macroeconomic trends, and other relevant information that may influence investment opportunities.
• Demonstrate a strong reading habit and the ability to absorb, analyse, and synthesise large volumes of information effectively.
• Maintain a high standard of work ethic, self‑motivation, independent thinking, diligence, and accountability, with a strong focus on quality, timelines, and outcomes.

Qualifications & Skills

• 6 – 10 years of relevant experience in equity research, with a strong background in fundamental/value investing and a demonstrated ability to identify and evaluate investment opportunities.
• Prior experience in BFSI equity research is mandatory.
• Strong understanding and practical application of value investing principles, fundamental research, business analysis, and valuation.
• Experience covering multiple sectors (more than two) is preferred.
• Strong foundation in accounting principles, financial statement analysis, and financial modelling.
• Strong analytical and critical‑thinking abilities, with the capacity to form independent views based on extensive research and evidence.
• Excellent written and verbal communication skills.