Equity Research Analyst

Yubi stands for ubiquitous. But Yubi will also stand for transparency, collaboration, and the power of possibility.

From being a disruptor in India’s debt market to marching towards global corporate markets from one product to one holistic product suite with seven products

Yubi is the place to unleash potential. Freedom, not fear. Avenues, not roadblocks. Opportunity, not obstacles.

• Build financial models to project business performance, stress scenarios, and assess capital structure.
  
• Evaluate balance sheets, cash flows, leverage, and liquidity to determine investment risk profiles.
  
• Work closely with the deal team to support transaction structuring and risk mitigation strategies.
  
• Monitor portfolio companies, track performance, and update risk ratings periodically.
  
• Conduct sectoral research to understand industry dynamics and peer benchmarks.
  
• Present research findings to the investment committee with clear risk-reward narratives.

Requirements

• 3–4 years of experience in equity research, credit risk analysis, or investment banking (preferably with exposure to private markets or NBFCs).
  
• Strong understanding of financial statements, credit metrics, and valuation techniques.
  
• CA, CFA, or MBA (Finance) preferred.
  
• Proficiency in Excel, financial modelling, and industry databases.
  
• Strong analytical and communication skills.

• Exposure to private equity, venture capital, or unlisted debt/equity investments.
  
• Experience working with rating agencies, AIFs, or wealth platforms.