Investment Analyst

Job Description

Job Title: Investment analyst Job Description: We are seeking a highly skilled Analyst with 3-5 years of experience in investment research or portfolio management. The ideal candidate will have a background in CA or CFA, with expertise gained from working at a top PMS, AIF, or family office. Experience in covering small and mid-cap stocks is crucial. You will be responsible for conducting in-depth financial analysis, generating investment insights, and supporting the portfolio management team in making informed decisions. Responsibilities: • Conduct detailed financial analysis, including valuation, financial modeling, and due diligence. • Provide investment recommendations based on market trends, financial data, and company performance. • Support portfolio management decisions by analyzing potential investment opportunities. • Monitor and assess portfolio performance, suggest adjustments to optimize returns. • Stay updated on market trends, economic developments, and relevant regulatory changes. • Focus on identifying, analyzing, and recommending small and mid-cap stocks for the portfolio. Qualifications: • CA, CFA, or equivalent qualification. • 3-5 years of experience in investment analysis, ideally in PMS, AIF, or family office. • Strong experience in covering small and mid-cap stocks. • Strong financial modeling, valuation, and analytical skills. • Proficient in using financial tools and software. • Excellent communication and presentation skills. • Strong understanding of market trends and asset classes. Show more Show less