10 Investment Analyst Jobs

Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Manager Investments ( Sustainable Investment Analyst) The Sustainable Investment Analyst will sit within Mercer s Investment Management (IM) team reporting to the Sustainable Investment Leader, Pacific. The analyst will play a key role in building Mercer s sustainable investment framework and be responsible for implementation across key work streams including but not limited to active ownership, net zero, modern slavery, sustainability themed investing, screening and ESG integration. The role will work closely with domestic and global portfolio managers as well as Mercer s leading sustainable investment consulting team We will count on you to: Lead ESG analytics with a sound understanding of ESG issues and topics across asset classes. Assist in preparing ESG reporting and disclosure with an understanding of regulatory and best practice requirements. Assist in engagement with external investment managers and contribute to integration of environmental, social and governance (ESG) considerations into portfolio construction as well as manager selection, appointment and monitoring. Manage queries and request from internal and external stakeholders, and act as a conduit of information for the IM sustainable investment team. Responsibility for the management of the Investment teams internal monitoring systems, including the exclusions maintenance, manager ESG engagement tracker and net zero tracker. Support fund s active ownership program including super vote process and long-term ESG engagement. Support development and ongoing implementation of Mercer s sustainability labelled investment products. Keep abreast of industry and market development and best practice through continuing education activities, including developments in the Sustainable Investing What you need to have: 4-5 Years of relevant experience Qualifications at a Degree level in an appropriate analytical discipline such as finance, economics, mathematics, engineering, science or statistics. A suitable post graduate qualification, such as CFA, CIMA, FRM, PRM or Masters in a relevant discipline would be desirable but not necessary. Experience working in a similar role in a multi-manager, superannuation fund, asset consulting organisation or research house preferred environment. Experience of ESG analysis, including Exclusions, Carbon Footprint analysis, active ownership and engagement analysis. Experience of using a third party risk system such as MSCI ESG Manager, ISS, MSCI BarraOne, Aladdin or Style Enterprise is desirable. A sound knowledge of investment markets and asset classes. Strong analytical skills and experience using spreadsheets and databases for information analysis. Strong reporting writing skills to create content for internal and external audience across range of ESG topics and articulating IM sustainable investment team s value proposition. What makes you stand out : Experience in independently managing complex, large and ongoing projects and applying problem-solving skills. Strong team capability in order to work collaboratively with colleagues in other areas on co-developing new ESG methodologies & frameworks, building tools and databases, enhancing ESG reporting frameworks as well as innovating solutions that meet client requirements. Well-developed communication skills including interpersonal skills, with demonstrated ability to present recommendations at the senior executive level Ability to manage projects and meet business deadlines Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person

Position: Investment Analyst/ Sr Analyst (Large Family Office) Role: - Monitor and optimize the performance of existing investment portfolios. - Assess and mitigate risks associated with market trends, regulatory changes, and financial volatility. - Work closely with legal and compliance teams to ensure adherence to investment policies and regulations. - Develop exit strategies for underperforming investments while maximizing overall returns. - Identify and evaluate potential investment opportunities across equity, debt, and alternative assets. - Conduct due diligence, financial modeling, and risk assessment for investment decisions. - Structure, negotiate, and execute investment deals, ensuring alignment with regulatory requirements. - Prepare and present investment reports and recommendations to senior management. - Build and maintain strong relationships with investors, financial institutions, and industry partners. - Conduct market research to stay updated on emerging investment trends and opportunities. Requirements: - Education: CA / CFA (Level 2 or above) / MBA (Finance) from a reputed institution. - Experience: 3- 6 years in Investment Banking, Private Equity, or Equity Research. - Strong knowledge of financial modeling, valuation techniques, and deal structuring. - Experience in listed equities, private credit, large-scale transactions, corporate finance, investment banking, private equity, and venture capital. - Experience with due diligence, corporate finance, and debt/equity funding. - Proficiency in MS Excel, PowerPoint, and financial databases. - Excellent analytical, communication, and presentation skills. - Ability to work in a fast-paced environment and handle multiple transactions. - Exposure to SEBI/BSE regulatory compliance. Location: Hyderabad This position is for a Client of Vertex Corporate Services which is a Large Family Office

We are seeking a detail-oriented and driven Investment Analyst to support strategic decision-making by analyzing market trends, conducting in-depth research, and assisting in the development of investment strategies. This role will be instrumental in identifying high-potential investment opportunities and monitoring financial markets to support business growth. Key Responsibilities Conduct thorough market research and financial analysis. Assist in managing investment portfolios and identifying high-performing assets. Build and maintain financial models to support valuation and investment decisions. Monitor market trends, economic developments, and investment risks. Prepare insightful reports and present recommendations to senior management. Key Skills & Experience Strong analytical and quantitative skills; experience in financial modeling. Expertise in market research, equity analysis, and asset management. Excellent written and verbal communication skills for reporting and presentations. Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA is a plus).

Conducting in-depth research/financial analysis of mkt, securities, ind, economies, &Companies to identify investment opportunities, prepare investment reports, presentations/recommendations for senior management, Business Strategy, Cost optimization Required Candidate profile B.Tech/MBA Finance with 2-4 yrs Exp an Investment Analyst with a reputed Org. Strong understanding of Business strategy, financial markets, investment products, economic principles in India &globally

Role & responsibilities Implement and monitor the investment strategy of the fund based on fundamental analysis. Manage a team of equity analysts and perform research on the investments in mainly large cap stocks. Meeting the management of the companies/industry experts for understanding of the businesses Good networking within industry Assisting audit and compliance related to Investment department This position is related to Indian markets and the candidate should have about 15 years of relevant experience (at least 10yrs of buy side experience) of Indian markets only.

Designation - COE Analyst Job Function - FP&A / Portfolio Management / Valuation Reporting . Experience - 1-3 years Salary - 9 - 13 Lpa Location -Bengaluru Notice - Immediate Joiner

Role & responsibilities Investment Analyst with Experience in the Engineering, Oil & Gas Industry. Investment Analyst will be responsible for analyzing investment opportunities, conducting financial modeling, assessing risk, and providing strategic recommendations related to the company's investment portfolio in the oil & gas industries. The ideal candidate should have experience in: Preparing projected financial statements and investment memorandums. Developing compelling pitch decks for investor presentations. Performing financial modelling, including IRR, DCF, ROI calculations, and other valuation methodologies. Exposure in the Engineering, Oil & Gas industry will be an added advantage Analysing and interpreting financial data to support business decision-making. Collaborating with internal teams to provide financial insights for strategic initiatives. Preferred candidate profile 3-6 Yrs of Experience as a Investment Analyst Good Communication and Presentation Skills.

We at Artha Energy Resources are seeking a highly motivated and detail-oriented Investment Analyst to join our team. The ideal candidate will support in evaluating potential investments and conducting market and financial research to support strategic decision-making. Responsibilities 1. Expert knowledge of understanding complex financial modelling. Should be well versed with DCF and IRR Valuation Methods. 2. Proficient and Expert knowledge in making Investor Decks, Monthly Investor updates, MIS Reports 3. Advanced Excel knowledge is must. 4. Should be able to coordinate with internal and external stakeholders for getting all the relevant information with regards to making the investor decks and monthly reports. 5. Should have excellent communication and coordination skills. 6. Should possess strong proven knowledge in finance with prior experience in analysing balance sheet, PL statement, Cash Flow statement and detailed schedules of an audited annual report. 7. Should be able to access the credit worthiness of a potential Customer. 8. Ability to identify and evaluate past and current debt transactions of potential customers. 9. Should be able to analyse risk factors of potential customers business model and Industry. 10. Responsible to prepare and submit report and MIS to Investors as well as management on monthly basis on the performance of the portfolio and our organization. 11. Responsible to Schedule and lead Investor Update calls on frequent intervals. 12. Analyse and decide the IRR s for potential new investments and work closely with the sales team for positive deal closures. 13. Research and create a database for potential Investors. 14. Closely work with the fundraising SPOC and assist him with all the data required from the stage of pitching to closing a potential Investor. 15. Coordinating with Companies Legal team with regards to new investor onboarding, documentation, term sheet signing and final agreements like share holder agreements and share subscription agreements.

Description The incumbent should be able to: Undertake rigorous research, assimilate data from multiple sources, and write quality research reports. Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers. Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction. Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm. Performing attribution and style analysis, conducting competitive research, and analyzing portfolios. Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven). Be a key team player by actively participating in investment committee debates and discussions and communicating views on economy/asset classes/ portfolios under one s coverage. Educational qualification: MBA finance or equivalent Post Graduation specialized in Finance. Added Advantage CFA/CAIA charter holders or program candidates with any or all the levels cleared. Academic projects done in the field of mutual funds/equity research/ portfolio management etc. Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct. Experience: Senior Investment Analyst: 3-5 years of Investment Research experience in Equity markets at fund research or asset class level. Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings. Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable.

Description The incumbent should be able to: Undertake rigorous research, assimilate data from multiple sources, and write quality research reports. Conduct virtual/on-site interviews with portfolio managers and senior investment team members of third-party asset managers. Work and communicate effectively in a multi-cultural team, engage in idea-sharing / constructive debates to express investment conviction. Keep track of the developments in various asset classes/markets/economy and hold discussions with various stakeholders within the firm. Performing attribution and style analysis, conducting competitive research, and analyzing portfolios. Work with multiple stakeholders, both on business and technology side and ability to work in ad-hoc projects (technology or/and business driven). Be a key team player by actively participating in investment committee debates and discussions and communicating views on economy/asset classes/ portfolios under one s coverage. Educational qualification: MBA finance or equivalent Post Graduation specialized in Finance. Added Advantage CFA/CAIA charter holders or program candidates with any or all the levels cleared. Academic projects done in the field of mutual funds/equity research/ portfolio management etc. Ability to undertake data analytics using MS Excel, previous experience in working on databases like Morningstar Direct. Experience: Senior Investment Analyst: 3-5 years of Investment Research experience in Equity markets at fund research or asset class level. Should have excellent communication skills, both verbal and written, to actively engage with US fund managers and internal stakeholders during research meetings. Should have a flair for writing. Previous academic experience in writing research and investment reports would be desirable.