Senior Investment Analyst- BFSI

Oaklanecapital; Mumbai; On-site; INR 1,800,000 - 3,600,000; Full time

Job summary

Oaklanecapital is seeking a senior analyst to drive in‑depth equity research with a value investing focus. You will own coverage of high‑potential companies, mentor junior analysts, and present insights to the fund manager.

The role requires strong analytical and communication skills and a proactive ownership mindset. The candidate will conduct field and desk research, maintain rigorous due diligence, and lead with independent thinking to generate differentiated investment ideas across business

Qualifications

• 6–10 years of equity research experience with a value investing focus.
• Proven history of identifying opportunities in high‑performance environments.
• MBA or CA/CFA credentials preferred; BFSI research experience mandatory.
• Strong analytical, writing, and communication abilities with integrity.

Responsibilities

• Lead and mentor junior analysts to cover high‑potential companies.
• Present well‑reasoned investment recommendations to the fund manager.
• Conduct site visits and engage with vendors, customers, regulators, and financiers.
• Demonstrate independence, due diligence, and timely delivery of insights.

Skills

Equity research

Value investing

Financial analysis

Leadership

Mentoring

Communication

Education

MBA

CA/CFA credentials

Job description

Join a high‑calibre research team that thrives on first principles thinking and values deep research. As a senior analyst, you'll operate with high autonomy, identify differentiated ideas that can drive outsized returns, and contribute to a culture that prizes continuous learning and differentiated insight over consensus thinking. The ideal candidate will be one who possesses a blend of analytical thinking, curiosity, and passion for equities. They should be proactive, seeking ownership of their work, and be comfortable with both field and desk‑based research. The senior analyst will mentor junior analysts, guiding them to effectively cover high‑potential companies through thoughtful delegation and oversight. This support will provide the fund manager with reliable insights and rationale for buying and selling decisions.

Role Specifications

Identify, conduct in-depth analysis, and effectively communicate high‑growth investment opportunities with a keen eye on accounting principles and risk/reward dynamics across various business cycles. Possess strong communication and interpersonal skills to lead and mentor a team of junior analysts, effectively allocating and supervising work to maximize coverage of potential opportunities. Demonstrate in-depth knowledge of business dynamics, including competitive analysis and the business value chain encompassing vendors, customers, regulators, and bankers. Voracious reader with the ability to process large volumes of information with enthusiasm. Present well‑reasoned and articulated investment recommendations to the fund manager. Conduct visits to company sites, engage with various stakeholders including vendors, customers, management, competitors, regulators, and financiers, to cultivate a comprehensive understanding of business prospects and drivers. Uphold superior work ethics, display self‑motivation and independent thinking, and maintain a results‑driven approach focused on meeting deadlines and achieving outcomes. Demonstrate a strong foundation in accounting principles and financial statement analysis, paired with a passion for numbers and the ability to perform thorough ground‑level due diligence and channel checks.

Qualifications & Skills

Candidates must possess 6 to 10 years of experience in equity research, with a strong background in value investing and a proven history of successfully identifying investment opportunities, ideally within a high‑performance environment. Comprehensive expertise in value investing is essential, as we expect candidates to seamlessly integrate into the role. Prior experience in tracking multiple sectors (more than two) is preferable. Prior experience in BFSI research is mandatory. Preferred qualifications include an MBA from a top‑tier institution, and/or CA/CFA credentials. Must demonstrate strong critical thinking, analytical, research, communication, and writing abilities. A high standard of intellectual integrity is required. Should possess a high degree of independence, diligence, and trustworthiness, complemented by strong leadership abilities.