373 Financial Research Jobs - Page 7

You hold a Bachelors degree in finance, economics, business or a quantitative field and have consistently achieved excellent results You are a recent graduate with relevant internship or work experience, preferably in financial research for Private equity or credit, Investment Bank or Strategy consultancy You showcase a strong interest in private equity and investment banking, and appreciate world-class investment research and in-depth analyses Intrigued by detailed research and analysis and an eye for detail World-class communication skills You are very structured and enjoy working with clear deliverables and targets

Candidatesshould have a demonstrable ability to interpret equity data and macroeconomic trends. Candidates should be educated in economic and investment theory, and they should have an in-depth knowledge of tools used to aid the investment workflow. The incumbent will be responsible for identifying patterns/trends with current market price changes and using this information to create identifiable, profitable investment opportunities. Candidates should be adept at reading financial income statements, balance sheets, and research reports and be able to flag warning signs of poor future performance and other abnormalities in the portfolio companies/sectors. Devise and perform primary research, ...

Portfolio Management & Construction Develop, execute, and monitor comprehensive investment strategies. Construct and manage portfolios by integrating top-down macroeconomic views and bottom-up company analysis. Ensure alignment with fund mandates, investment objectives, and risk-return profiles. Research Integration & Decision-Making Integrate proprietary and third-party research into investment decision frameworks. Conduct ongoing market analysis and proactively adjust strategies based on evolving market conditions. Collaborate with research analysts and other stakeholders to maintain a pipeline of investment opportunities.

Manager - Financial Research: Elevate Your Impact Through Innovation and Learning Evalueserve is a leading global company that develops innovative and sustainable solutions for a wide range of clients, including more than 30% of the Fortune 500 companies. With a presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, domain-specific AI solutions, and deep subject matter expertise to elevate our clients' strategic decision-making and business impact. Our clients include Amazon, Deutsche Bank, Johnson & Johnson, McDonald's, Microsoft, Morgan Stanley, Nestl, Novo Nordisk, and Procter & Gamble. We have 4, 500+ talented professionals operatin...

Overview of the Role: - Manage a team of Analysts and their deliverables to clients - Audit and problem solve work on complex and dynamic financial models. - Prepare valuation related analytics such as equity trading comparables, precedent M&A transaction comparables, DCF, etc. - Conduct cashflow and credit analysis of company. - Conduct capital structure analysis. - Conduct company, industry and market research for various purposes such as competitor benchmarking, industry landscape analysis, target market size analysis, etc. - Prepare investor presentations, investment committee memorandum and confidential information memorandum. Qualifications/Skills Requirements: - The candidate should h...

Financial modeling, data analysis & business case development Provide training & support to end users and internal teams Identify, evaluate, & mitigate potential business risks Gather, clean, & interpret large data sets to support decision-making

As a Research Analyst Expertise in the BFSI Sector with 5-10 years of experience, your primary responsibility will be to conduct in-depth research on portfolio companies and entities within the BFSI sector. This will involve developing and maintaining financial models, preparing detailed financial research summaries, reports, and presentations, and advising the Fund manager on investment decisions related to the BFSI Sector. Additionally, you will be required to monitor sector developments regularly and assist in overall risk management of the fund. To excel in this role, you should have previous experience in a similar position within a financial services organization, a solid understanding...

As a Finance Analyst at Wells Fargo, you will play a crucial role in financial research, reporting, and forecasting key metrics to support business performance. Your responsibilities will include identifying opportunities for process improvements, researching complex financial data, and communicating insights on product pricing and portfolio performance. You will exercise independent judgment to guide forecasting and validate key metrics, as well as present recommendations for delivering forecasting projections and financial reporting. To excel in this role, you should have at least 2 years of finance experience or equivalent demonstrated expertise. A CA/CMA/MBA Graduate with experience in f...

- Analyze company/market data - Conduct Secondary research and Summarize business insights - Leverage GenAI for reports - Develop playbooks & briefs - WFH Role

As a Senior Associate in Investment Banking, you will be an integral part of the Financial Modelling and Analytics team, supporting bankers in various areas such as transaction modelling, building valuation models, and creating complex data analysis models to assist senior management in making strategic decisions. Your responsibilities will include developing integrated P&L, Cash Flow, and Balance Sheet models from scratch, testing models following quality control procedures, and communicating research results effectively through structured end-products. To qualify for this role, you must possess a postgraduate degree in Finance, Economics, Accounting (CA), or Business, along with at least 4...

We invest across listed equities, fixed income, real estate, private equity, and emerging opportunities such as AIFs, venture funds, and global exposure. NISM Series XV Research Analyst Certification (preferred but not mandatory)

The Financial Analyst Intern position based in Gurugram, Haryana offers an excellent opportunity for individuals interested in gaining hands-on experience in financial data management and corporate research. As an intern, you will be responsible for extracting, compiling, and analyzing financial data from the Ministry of Corporate Affairs (MCA) website. Your role will involve data organization, financial documentation, and assisting in financial research tasks. Your main responsibilities will include extracting financial data of companies from the MCA website, structuring and compiling financial data into Excel, drafting letters to shareholders, assisting in financial analysis such as ratio ...

As an Investment Research Intern specializing in Financial Strategy & Analysis, you will be an integral part of our Strategic Finance team. Your primary role will involve conducting thorough company research to evaluate business models and market positions. By assisting in identifying investment opportunities through in-depth financial data analysis and market research, you will contribute to the high-impact financial decision-making process. Your responsibilities will also include performing fundamental and technical analysis using key indicators such as RSI, MACD, and moving averages. You will be expected to track and evaluate cash flow patterns, budgeting, and internal financial health wh...

Role & responsibilities Coordinate with external asset managers, banks, and financial advisors to optimise investment returns and ensure alignment with the familys objectives. Conduct due diligence on investment opportunities and provide financial analysis and risk assessments. Monitor and manage the family’s investment portfolio, including equities, fixed income, real estate, private equity, and alternative assets. Prepare investment summaries and presentations for family principals and advisors. Maintain detailed investment records and ensure compliance with applicable regulations and family policies. Track and report on portfolio performance, asset allocation, and market trends. Prepare d...

Job Description: Overview Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. We are committed to attracting and retaining top talent across the globe to ensure our continued success. Along with taking care of our customers, we want to be the best place for people to work and aim at creating a work environment where all employees have the opportunity to achieve their goals. We are a part of the Global Business Services which delivers technology and operations capabilit...

About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager. In this role, you will: Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements Collaborate and consult ...

We, at KayEss Square are looking for a self-motivated Stratergic analyst orManagement consulting Analyst . The prospective associates shall be responsible for getting exposure into Marketing analysis of industry, closely working with leaders, generating reports, surveys, analyzing the financial report and building strategies.Roles & Responsibility:- Evaluating potential investment opportunities and managing financial assets. - Identifying and mitigating potential financial risks associated with product- Evaluating financial implications of potential acquisitions or mergers related to market expansion- Ability to interpret data, conduct quantitative analysis, and make informed decisions based...

fundamental & financial analysis earnings announcements, management commentary & sector developments daily news & market events equity research reports, investment notes & presentations Buy/Hold/Sell recommendations manage & guide the research team

- 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...

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...

Role & responsibilities Product Development & Collaboration Collaborate with the development team to translate financial concepts and business logic into clear technical specifications. Provide detailed inputs on financial instruments (equities, futures, and options) to ensure accurate implementation of trading and investing features. Partner with the content team to design and refine the financial content strategy, including blogs, videos, and educational material. Contribute to the continuous improvement of financial courses (e.g., Options Trading, Technical Analysis). Market Research & Analysis Conduct comprehensive technical and fundamental analysis of Indian stock markets. Identify shor...

Skill required: Asset Management - Asset Portfolio Analysis Designation: Capital Markets Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Investment Performance and Analysis is the responsibil...

As a member of our Financial Research group, you will play a crucial role in shaping investment strategies on a global scale. Your work will involve conducting thorough research within the realms of Asset-Backed Securities (ABS) and Fundamental Equities (FIG), uncovering valuable opportunities that drive market movements. Collaborating closely with top-tier front-office teams, you will not only enhance your analytical skills but also contribute to impactful decisions that have far-reaching implications. Your primary responsibilities will include delving into detailed research on various companies and subsectors such as Banking, FIG, Specialty Finance, Housing, and Commercial Real Estate (CRE...

You will be responsible for providing analysis for forward-looking financial and business-related projects. This includes preparing forecasts and analyzing trends in manufacturing, sales, finance, general business conditions, and other related areas. Your duties will also involve reconciling internal accounts and identifying trends and developments in competitive environments to present findings to senior management. Additionally, you will have the opportunity to gain exposure to complex tasks within the job function. To excel in this role, you are required to have a bachelor's degree in a related area or equivalent, along with 4 to 6 years of related experience. Proficiency in Office 365 to...