Senior Equity Research Analyst – Software Sector Risk Resources

The Corporate Institute; Hinoba-an; On-site; PHP 600,000 - 1,100,000; Full time

Job summary

The Corporate Institute is seeking a seasoned Equity Research professional to support the firm’s global investment research and decision-making process. You will work with investment teams to develop differentiated views and drive high-quality financial analysis across technology and payments sectors.

You will build and refine financial models, track earnings, and prepare research output for senior stakeholders.

Qualifications

• 6+ years of relevant experience in equity/fundamental research or investment analysis.
• Strong hands-on experience in financial modeling and valuation.
• Proficiency in evaluating software, SaaS, FinTech and IT services sectors.
• MBA Finance, CFA/CA or equivalent finance qualification preferred.

Responsibilities

• Conduct fundamental research on software, technology and payments companies.
• Develop deep understanding of business models, competitive positioning and growth drivers.
• Build detailed financial models and valuation frameworks.
• Prepare investment memos and research notes for senior stakeholders.
• Engage with management teams, sell-side analysts and sector experts.
• Identify investment theses and differentiated perspectives.

Skills

Equity Research

Financial Modeling

Valuation

Investment Analysis

Industry Research

Education

MBA Finance, CFA, CA or relevant Finance qualification

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

Job description

About the role:

For professionals who enjoy going beyond financial statements and understanding what truly drives a business, there is an exciting opportunity within a global investment firm’s Financial Research function, known for its deep research culture, intellectually rigorous environment and close partnership between research and investment teams.

The team is expanding across Hyderabad, Bengaluru and Gurugram, with a focus on Fundamental Equities covering Software, Payments and broader Technology sectors.

What makes this role interesting:

You will work closely with investment teams to evaluate businesses, develop differentiated investment views and support real investment decisions. The work will involve:

• Fundamental research on software, technology and payments companies
• Developing a deep understanding of business models, competitive positioning and growth drivers
• Evaluating Enterprise Software, Vertical Software, SaaS, FinTech, Payments, IT Services and other technology businesses
• Building detailed financial models and valuation frameworks
• Analysing company financials, operating metrics, unit economics and valuation multiples
• Conducting detailed peer benchmarking across financial and operational metrics
• Tracking earnings, company developments, industry trends, news flow and external research
• Identifying key themes, business inflection points, opportunities and risks
• Developing investment theses and differentiated perspectives
• Preparing investment memos, research notes and analytical presentations
• Engaging with management teams, sell-side analysts, intermediaries and sector experts
• Supporting idea generation and ongoing investment discussions with senior stakeholders

Who would be a good fit:

We are particularly interested in professionals with strong experience in:

• Equity Research, Fundamental Research, Investment Research, Investment Analysis
• Buy-Side / Sell-Side Research, Asset Management, Investment Banking
• Strong hands-on experience in Financial Modeling and Valuation
• Sector expertise in Software, SaaS, Enterprise Software, Payments, FinTech, IT Services, Cybersecurity, AI, E-commerce, HealthTech or EdTech
• Candidates with 6+ years of relevant experience are encouraged to apply
• MBA Finance, CFA, CA or relevant Finance qualification preferred

Why consider this opportunity:

If you enjoy deep-dive company research, financial modeling and developing investment views that directly contribute to investment decisions, this could be an interesting next step.

You would work alongside experienced investment and research professionals in an environment that values intellectual curiosity, independent thinking, rigorous analysis and depth of research.