You will be responsible for conducting detailed company balance-sheet, P&L, and cash-flow analysis. Additionally, you will perform industry and peer benchmarking to evaluate business performance. You will assist in preparing research reports, financial summaries, and investment notes. Furthermore, you will analyze mutual fund portfolios, NAV movements, sector allocation, and fund performance. Your role will also involve supporting in monitoring market trends, regulatory updates, and SEBI guidelines. Collaboration with internal teams on investment strategy and product research will be expected from you. You will evaluate risk factors and help in generating data-driven insights. Qualifications required for this role include being CA Qualified (Fresher) with recently completed articleship. You should have a strong understanding of financial statements, valuation basics, and ratios. Knowledge of mutual funds, NAVs, asset allocation, and fund categories is essential. Proficiency in Excel, financial modeling basics, and data interpretation is required. Good communication and report-writing abilities are a must. An analytical mindset with strong problem-solving skills will be beneficial in this role. The company offers an opportunity to work closely with investment research experts. You will gain hands-on exposure to mutual funds, equity research, and financial analysis. The work environment is learning-driven with growth opportunities in the investment domain. Competitive compensation is provided for fresh Chartered Accountants. If you are interested in this role, please send your CV to DEEPAK@CLICKTOINVEST.IN with the subject line: Application Fresher CA (Research & MF Analysis).,
As a part of the Investment Research team at our company based in Gurgaon, you will play a vital role in analyzing financial markets, conducting equity research, and evaluating mutual fund portfolios. Your main responsibilities will include: - Analyzing company financial statements such as balance sheets, income statements, and cash flows. - Conducting equity research, industry analysis, and comparative benchmarking. - Preparing detailed research reports, investment notes, and financial insights for both internal and client use. - Interpreting and evaluating mutual fund portfolios, performance metrics, NAV trends, asset allocation, and risk indicators. - Assisting in building financial models, forecasting sheets, and valuation templates. - Tracking market movements, economic indicators, RBI/SEBI updates, and global market trends. - Supporting senior analysts in portfolio strategy, risk assessment, and product research. - Working on data analytics, dashboards, and research presentations. Qualifications required for this role: - Mandatory clearance of CFA Level 1 or Level 2. - Strong understanding of financial statement analysis, valuation techniques, and portfolio management concepts. - Knowledge of mutual funds, asset classes, risk-return metrics, Sharpe ratio, beta, alpha, etc. - Proficiency in Excel, financial modeling basics, and data analytics tools. - Excellent quantitative skills with attention to detail. - Good report-writing and communication abilities. - Passion for capital markets, mutual funds, and long-term investment strategy. Preferred skills that would be beneficial: - Experience with Bloomberg, Screener, or CapitalIQ (not mandatory). - Understanding of Derivatives, Fixed Income, and Alternative Investments. In addition to the above responsibilities and qualifications, we offer: - Exposure to equity research, mutual fund analysis, and real-time market analytics. - Mentorship from experienced financial analysts. - A fast-learning environment focused on research excellence and investment decision-making. - Attractive compensation for CFA candidates. - Career path progression toward roles such as Research Analyst, Portfolio Analyst, or Investment Strategist. To apply for this position, please send your CV to Kanika@clicktoinvest.in & Deepak@clicktoinvest.in with the subject line: Application CFA (Level 1/2) Research & MF Analysis.,