Senior Investment Analyst- BFSI

Oaklanecapital; Mumbai; On-site; INR 3,000,000 - 6,000,000; Full time

Job summary

Oaklanecapital in Mumbai seeks a senior equity research analyst with 6–10 years' experience in value investing. You will own deep research, mentor junior analysts, and deliver differentiated ideas to support outsized returns.

You will conduct site visits, analyze accounting fundamentals, and communicate well-reasoned investment theses to the fund manager, maintaining high intellectual integrity and independent thinking in a high-performance environment.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Equity research

Value investing

Mentoring

Leadership

Due diligence

Financial analysis

Education

MBA (Top-tier)

CA/CFA credentials

Tools

Excel

Bloomberg

FactSet

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.