CFA Qualified Candidate

Location: Work From Office
Role Type: Full-time
Experience: CFA Level 3 Cleared or CFA Charterholder (Preferred)

About the Role

We are looking for a highly analytical and detail-oriented CFA-qualified candidate to join our team. The ideal candidate will support financial analysis, investment research, portfolio management activities, and provide strategic insights to assist decision-making.

Key Responsibilities

• Conduct detailed financial analysis, valuation, and modelling of companies and investment opportunities.
• Prepare research reports, presentations, and investment memos for internal review.
• Assist in portfolio monitoring, performance tracking, and risk assessment.
• Analyse financial statements, market data, and economic trends to support investment decisions.
• Support due diligence for investment proposals and business transactions.
• Monitor regulatory updates, compliance requirements, and market developments.
• Coordinate with internal teams and senior management on research and investment strategies.
• Prepare MIS reports, dashboards, and periodic financial summaries.

Required Qualifications & Skills

• CFA Level 3 Cleared or CFA Charterholder (Mandatory).
• Strong knowledge of financial modelling, valuation techniques, and investment analysis.
• Proficiency in MS Excel, PowerPoint, and analytical tools.
• Strong understanding of capital markets, corporate finance, and portfolio management.
• Ability to interpret financial statements and market data accurately.
• Excellent communication, presentation, and report-writing skills.
• High attention to detail, strong analytical thinking, and problem-solving ability.

Preferred Skills

• Experience in investment banking, equity research, wealth management, or financial analytics.
• Knowledge of financial regulations and compliance standards.
• Ability to work independently and handle confidential information.

Benefits

• Competitive salary and performance-based incentives.
• Opportunity to work closely with senior leadership.
• Growth and learning opportunities in the financial and advisory domain.

Job Type: Full-time

Pay: ₹30,000.00 - ₹80,000.00 per month

Benefits:

• Cell phone reimbursement

Work Location: In person