Shriram Wealth/ Research Analyst/ Mumbai

JobItUs; Mumbai; On-site; INR 8,00,000 - 12,00,000; Full time

Job summary

An investment management firm in Mumbai is looking for a passionate Research Analyst to join their investments team. The role involves conducting fundamental analysis, building financial models, and supporting portfolio construction. Ideal candidates will have 2–5 years of buy-side equity research experience and strong proficiency in financial modeling tools. Competitive compensation is offered, along with the opportunity to work in a dynamic environment.

Qualifications

• 2–5 years of equity research experience (buy-side).
• Strong understanding of financial statements, valuations, and investment frameworks.
• Proficiency in Excel for financial modeling and data analysis.

Responsibilities

• Conduct detailed fundamental analysis of listed companies across sectors.
• Build and maintain financial models with sensitivity and scenario analysis.
• Prepare investment notes and thematic reports.

Skills

Equity research

Financial modeling

Communication skills

Valuation techniques

Attention to detail

Education

CFA/MBA/CA (Level 2+ or completed)

Tools

Excel

Factset

MSCI Barra

CapitalIQ

Job description

Job Title: Research Analyst.

Location: Mumbai, India
Experience: 2–5 years
Reports to: Portfolio Manager

About Us

Shriram AMC is a growing asset management firm offering differentiated investment strategies through Portfolio Management Services (PMS) and Mutual Funds. We focus on long-term, research-driven investing backed by rigorous bottom-up stock picking and sectoral analysis.

Role Overview

We are looking for a passionate and detail-oriented Research Analyst to join our investments team. You will be responsible for generating actionable investment ideas, tracking sectoral developments, conducting company deep dives, and supporting portfolio construction across PMS and Mutual Fund products.

Key Responsibilities

• Conduct detailed fundamental analysis of listed companies across sectors
• Build and maintain financial models with sensitivity and scenario analysis
• Track sector dynamics, regulatory changes, and macroeconomic indicators
• Prepare investment notes, quarterly updates, and thematic reports
• Assist in portfolio monitoring, rebalancing inputs, and risk analysis
• Interact with company management, sell‑side analysts, and industry experts
• Contribute to internal investment discussions and idea generation forums
• Assist in preparing market commentaries, newsletters

Preferred Qualifications

• 2–5 years of equity research experience (buy‑side)
• Strong understanding of financial statements, valuations, and investment frameworks
• Proficiency in Excel, financial modeling, and basic data tools (e.g., Factset, MSCI Barra, CapitalIQ)
• CFA/MBA/CA preferred (Level 2+ or completed)
• Strong communication and presentation skills, High attention to detail, intellectual curiosity, and accountability