265 Financial Research Jobs - Page 4

•Review & analyze pitch decks, business plans, financial models •Perform SWOT analysis •Attend meetings with promoters, founders, other investors •Conduct Industry, Competitive & Market research •Monitor portfolio performance, track KPIs, reporting Required Candidate profile •Strong financial modelling, business analysis capabilities •Engage confidently with senior entrepreneurs/promoters •Excellent communication, presentation skills •Proactive,entrepreneurial,independent

What should you expect from the role? A Research Analyst / Senior Research Analyst is responsible for executing research of a designated sector / geography for a leading sell-side research firm Build and update company and industry models Create and maintain databases using data from different sources Work on regular research publications – earnings previews, reviews, event updates, flash notes etc. Contribute meaningful research ideas for thematic publications Carry out sector analysis and come up with investment themes /ideas Keep a track of latest developments in the companies under coverage and the sector and incorporate these into the research publications etc. Conduct independent compa...

Job Title – Research Analyst - Credit Risk and Research Location: Airoli, Navi Mumbai Key Roles and Responsibilities: • The role entails supporting credit risk management teams of global banks in counterparty credit risk assessment of corporates. The key activities include research and analysis of global corporates to assess their credit strength. • Prepare detailed credit risk assessment reports that involve analysis of factors such as the operating environment, business strength, financial strength, management strategy, market-implied parameters and external support. Prepare / update financial models or financial spreads through a combination of market databases and company filings. • Assi...

- Analysis of industry trends and market sizing. - Benchmarking against competitors. - Customer and supplier concentration analysis. - Validation of revenue growth assumptions. - Customer feedback/interviews when possible (with consent). - Review of legal structure, contracts, IP rights, and pending litigations. - Assessment of compliance with relevant laws and licenses. - Identification of change-of-control clauses, liabilities, or legal contingencies. - Coordination with external legal advisors for red-flag reporting. - Accuracy and completeness of historical financial analysis (3-5 years). - Identification of EBITDA adjustments and normalization items. - Evaluation of working capital tren...

Key Responsibilities: Investor and Analyst Engagement: - Serve as the primary point of contact for interactions with investors and business analysts. - Prepare and lead the creation of documents for analyst presentations, roadshows, and peer comparison reports. - Schedule and organize analyst calls and meetings. - Prepare and circulate minutes of investor meetings and meeting transcripts for analyst calls. - Summarize and circulate analyst reports. Strategic Planning and Reporting: - Develop and execute an investor relations plan, including a calendar for investor meetings, roadshows, and conferences. - Create a calendar for analyst calls and presentations. - Formulate an events and communic...

Key Role Deliverables Contributing to qualitative, quantitative, or mixed methods data collection and research Verifying, validating, documenting, and organizing data Maintaining close communication and service delivery teams/clients Pro-actively intimating team leads in case of any deviation from the set timelines Leveraging best practices to achieve operation efficiency Maximizing quality for all project deliverables and maintaining average project feedback of 4+ (out of 5) Operational Responsibilities Collating market information data of clients using various database and other public web information Sourcing prospects (financial institutions - Fis/Non-Fis/Companies/Contacts) and list bui...

Role & responsibilities As a Project Executive (Content Writer) at Cognus Technology, you will play a key role in crafting high-quality, well-researched academic content specifically in the Finance and Medical domains. Youll be responsible for understanding client requirements, conducting in-depth research, and delivering original, insightful content aligned with academic standards. This role is ideal for candidates with a passion for research, strong analytical thinking, and the ability to simplify complex concepts into clear, structured academic documents. Key Responsibilities: Research & Content Creation: Conduct comprehensive research on topics related to Finance and Medical domains. Cre...

TITLE: Analyst Affordable Housing LOCATION: India, (Remote) COMPANY OVERVIEW: The Company is a US based fully integrated real estate investment and development firm with business lines devoted to real estate investments, development, lending, and property management with an emphasis on affordable housing development. The Company has invested in equity and debt real estate transactions with a market value more than $2 billion. With a team of highly skilled professionals, the Company strives to combine unique vision, market knowledge, and a keen ability to execute any rehabilitation or new construction real estate developments including section 42 low-income housing tax credit deals. BUSINESS ...

- Research - Earnings notes, Company reports, Sector reports as per research plan - Industry interaction - Management meets as per KRA, Networking with analysts - Stock Sector screening (providing recos) - As per research plan - PR initiatives - Articles Inputs - Market update - Morning updates - EAS review - for all portfolios - Dashboard - Team mentoring & leading - Financial advisor relationship - People management Qualification Requirements : - An MBA in Finance or Chartered Financial Analyst or 8 + years experience in equity research Personal Attributes - The person should have an analytical mind. - Must have a passion for research - Should be able to correlate the activities to busines...

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensi...

We are seeking a high-performing and intellectually curious Strategy Analyst to join our Strategy team. The ideal candidate will possess a foundational understanding of the credit ratings industry, a strong analytical mindset, and a demonstrated ability to support the execution of strategic initiatives through strong project management capabilities. This individual will work closely with senior strategy professionals and cross-functional teams to support the development, execution, and communication of the firm’s strategic priorities. Responsibilities Support the execution of divisional strategic initiatives by contributing to business case development, project tracking, and stakeholder coor...

Key Responsibilities: - Lead the execution of M&A, equity financing, and other strategic advisory services within the sector. - Build and maintain strong client relationships, acting as a trusted advisor to senior executives and decision-makers. - Develop and execute business development strategies to expand the firm's presence and services in targeted sectors. - Oversee the creation of financial models, valuation analyses, and client presentations, ensuring accuracy and strategic alignment. - Mentor and develop team members, fostering a culture of excellence, collaboration, and continuous learning. - Collaborate with other departments and teams to cross-sell services and provide comprehensi...

Job Title: Finance Intern Location: Remote / Hybrid (Bangalore preferred) Organization: Tradeshala Stipend: Up to ?30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About Tradeshala Tradeshala is a leading experiential learning platform focused on professional training in stock markets, derivatives, and trading strategies. We bridge the gap between academic knowledge and real-world trading by providing live market internships, hands-on tools, and direct mentorship from industry experts. Role Overview As a Finance Intern at Tradeshala, youll work closely with our core team on financial research, investment analysis, portfolio reporti...

Job Title: Business Analyst / Sr. Business Analyst - Global Investment Banking Location: Bengaluru Work Experience: 0 to 3 years Qualification: MBA (Finance) / CFA L2 (USA) CTC: 4 to 6 LPA Work responsibilities would require the candidate to: Conduct research, analyze information and prepare reports. Develop investment pro-formas & financial models; research & analyze financial data; develop financial & narrative reports & prepare comparable analyses. Support the leadership team in collateral preparation and supporting business development activities. Train / educate new and / or junior team members. Ideal candidate should: Have a passion to learn, ability to multi task and willingness to wo...

This opportunity is based in Andheri SakiVihar, Mumbai. You will be expected to leverage your previous experience and further develop your expertise within Coalition globally to make an immediate effective contribution. The job involves conducting industry and financial research to analyze and estimate revenue/headcount of investment banks at a granular level. You will be responsible for providing benchmarking analysis and contributing to internal knowledge building efforts. Projects may vary in duration from a couple of days to several weeks. Key responsibilities include estimating granular, product-level key performance metrics for investment banks, building relationships between macroecon...

As a Business Aligned Finance Analyst, Assistant Vice President at Wells Fargo, you will participate in functions related to financial research and reporting in support of a specific business unit, division, or product. Your responsibilities will include reviewing and forecast analysis of key metrics, conducting financial consulting related to business performance, operating and strategic reviews, and identifying opportunities for process improvements within your scope of responsibilities. You will research low to moderately complex financial data to support management decision-making, create and communicate various activities such as product pricing, product, and portfolio performance, and ...

You will be joining Systematix Group as an Equity Research Associate focused on the Non-Banking Financial Companies (NBFCs) within the Institutional broking sector. Located in BKC, Mumbai, Systematix Group is a prominent financial services firm with a strong presence in various financial domains such as Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With over 35 years of experience and a team of more than 300 professionals, Systematix is dedicated to delivering value-driven solutions to clients across different sectors, establishing itself as a trusted partner for businesses at every stage of their journey. Your key responsibilities in th...

We are looking for a Lead to join our global financial data operations team in Mumbai. As a mid-level supervisory position with potential for growth, we seek a proactive critical thinker who is detail-oriented and able to work independently. Your responsibilities will include leading internal/external projects, contributing to production and quality targets, providing timely updates, and escalating operational challenges when needed. Additionally, you will work on workflow management, governance, team management, collaboration, training, social engagement, and ideation. You must possess a B.Tech in Mechanical/Civil Engineering or a related field, with at least 5 years of operations experienc...

This opportunity is based in Andheri SakiVihar, Mumbai. As the successful candidate for this position, you will be able to leverage your previous experience and further develop your expertise within Coalition globally. You will be responsible for conducting investment banking financial research to support clients and contribute to internal knowledge-building efforts. Your typical projects will involve gathering, analyzing, synthesizing, and presenting data using structured methodologies, assumptions, and frameworks. These projects may vary in duration from a couple of days to several weeks. Key responsibilities include: - Building or assisting in building and maintaining investment banks ben...

The Corporate Finance Analyst (Entry Level) position based in Noida with a salary of 46 LPA offers an exciting opportunity for a smart, motivated, and detail-oriented individual to join the team. As a Corporate Finance Analyst, you will have the chance to gain practical exposure to live corporate finance and M&A advisory projects. Your responsibilities will include conducting industry research, preparing sector reports, identifying potential targets, supporting in pitch deck creation, assisting in business development activities, conducting financial research and analysis, and actively participating in learning and development opportunities related to cross-border transactions and corporate ...

Role & responsibilities Guide and oversee research analyst/s and associates/ trainees. Analyse companies, sectors, and industries to identify investment opportunities aligned with AMC Investment philosophy Present detailed research and investment recommendations to portfolio managers Candidates should have understanding of macro development, trends, cycles and ability connect dots to identify investment opportunities with 3 year+ kind of investment horizon Build and maintain financial and valuation models Closely track existing investee companies and ensure compliance to regulatory and internal guidelines on research front Support close co-ordination with portfolio manager and Research team ...

Role & responsibilities Present detailed research and investment recommendations to portfolio managers Build and maintain detailed financial and valuations models for companies in assigned sectors using primary and secondary research Closely track existing investee companies in relevant sectors and ensure compliance with regulatory and internal guidelines on research front Exposure to IT, Media, and Chemical sectors can be an added advantage Exposure to small and micro caps can be an advantage

The Investment Analyst role will entail working closely with the investment research team. Candidates are encouraged to pursue higher studies post the completion of the 2-year program. Exceptional performers in the program may be considered for a full-time role after the completion of higher studies. Key Responsibilities: Evaluating listed companies for potential investment opportunities Analysing and evaluating business models, preparing financial models, conducting due diligence Monitoring existing investments Qualification & Skills: Chartered Accountant (Rank holders and/or CFA Level 2 cleared candidates preferred) Strong analytical and spreadsheet modelling skills Excellent written and v...

We are seeking a deeply motivated individual who is passionate about buy-side investment research. The individual will be part of and lead a team of analysts and will be tasked with assessing investment proposals across a range of asset classes equities, fixed income, commodities, real estate, alternate investments/structured products. The main objective for the individual will be to better returns on existing portfolio, initiate new ideas within investment framework and guide the capital allocation endeavor of the company as per risk policy. Compensation: Salary commensurate with skills and experience. Job Description Conduct in-depth quantitative and qualitative analysis of investment prop...

Estimate granular, product-level key performance metrics for investment banks (e.g., revenue, headcount) and create market size estimates for investment and transaction banking products. Build relationships between macroeconomic indicators and investment banking performance metrics to arrive at forecasts/estimates for the above KPIs. Update and restructure revenue/headcount data based on qualitative and quantitative information from Coalition contacts in the IB industry. Build and update sector databases in Excel and/or customized applications. Explain, defend, and customize Coalition analysis to support key client initiatives in IB strategy, sales franchise decision, investor communication,...