Accounts And Admin Executive Or Manager

Company Description

PA Wealth is a leading investment services group in India, managing over ?1600+ crores across diverse financial verticals. With expertise in wealth management and capital markets, we offer tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and Corporates. Our key offerings include wealth growth and management, equity fundraising for corporates, debt market fundraising, and global investment opportunities in Dubai real estate. We prioritize long-term relationships built on trust, expertise, and value creation for all our stakeholders.

Role Description

This is a full-time on-site role for Research Analyst, located in Ludhiana.

• Conduct in-depth fundamental analysis of companies, sectors, and macroeconomic trends.
• Build and maintain detailed financial models and valuation frameworks (DCF, Relative Valuation, etc.).
• Generate actionable investment ideas for inclusion in Mutual Funds, PMS, and AIF portfolios.
• Prepare and present research reports and investment theses to internal stakeholders.
• Monitor portfolio holdings and track performance drivers, earnings updates, and news flow.
• Collaborate with the fund management team to refine portfolio strategies and risk management.
• Attend earnings calls, analyst meets, and industry conferences to gather insights.

Qualifications & Skills

• Bachelor's degree in Finance, Economics, Commerce, or related fields.
• MBA (Finance) or equivalent qualification.
• Minimum 25 years of experience in equity research, investment analysis, or a related role.
• Strong understanding of financial statements, valuation techniques, and investment concepts.
• Proficiency in Excel, PowerPoint or similar research tools.
• Excellent analytical, writing, and presentation skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Why Join Us:

• Opportunity to work with a high-performing investment team.
• Exposure to diverse investment strategies and products.
• Competitive compensation and growth potential.
• Opportunity to work on multi-asset strategies across diverse investment products.
• Competitive salary with performance-linked incentives.
• Continuous learning through internal training and market exposure.