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3.0 - 5.0 years
5 - 7 Lacs
Thiruvananthapuram
Work from Office
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...
Posted 5 months ago
0.0 - 3.0 years
3 - 6 Lacs
Hyderabad, Bengaluru
Work from Office
Role & responsibilities Portfolio Analysis Monitoring client portfolios and associated performance attribution/positioning; Writing market/fund commentaries, explaining the embedded investment strategies and helping with study of market trends, investment themes and related impact on client portfolios. Business Development – Participate in creation and maintenance of various marketing materials like pitch books; assist senior client portfolio managers with ad-hoc sales & client inquiries, engage with clients, responding to and reviewing client RFPs. Client Reporting – take responsibility for the quality and timely delivery of client portfolio reviews and reports; communicate investment strat...
Posted 5 months ago
3.0 - 8.0 years
17 - 20 Lacs
Bengaluru
Work from Office
Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience...
Posted 5 months ago
1.0 - 2.0 years
3 - 4 Lacs
Kolkata, Mumbai, New Delhi
Work from Office
Role not for you, but know the perfect person for itRefer a friend, and make Rs 10K if successfully placed :) Refer Earn! A high-growth, AI-powered platform transforming investment research is looking for an Account Manager with a background in financial services or consulting to lead client success, adoption, and engagement across enterprise accounts. Key Responsibilities Manage relationships with enterprise and mid-market clients in finance Drive customer engagement, renewals, and upsell opportunities Advise clients on integrating AI insights into investment workflows Collaborate with Product, Sales, and Engineering to align on client needs Use analytics to improve adoption and reduce chur...
Posted 5 months ago
2.0 - 4.0 years
1 - 2 Lacs
Kolkata
Hybrid
Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified
Posted 5 months ago
4.0 - 8.0 years
6 - 10 Lacs
Hyderabad
Work from Office
About the jobPortfolio Valuations - ManagerWe are currently recruiting a Manager for our Portfolio Valuations practice The Manager will work with our team of Directors and Partners to execute and provide valuations of private debt and equity investments This role will be accountable for managing valuation analysts to design, execute and present appropriate valuation models and conclusions to senior leadership The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations Responsibilities:...
Posted 5 months ago
4.0 - 5.0 years
15 - 17 Lacs
Bengaluru
Work from Office
The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bangalore, Hong Kong and other major financial centers around the world. Divisional Overview: Goldman Sachs Global Investment Research division (GIR) delivers value-added research to clients in the equity, fixed income, currency and commodities markets. Goldman Sachs develops global client-focused research in economics...
Posted 5 months ago
1.0 - 5.0 years
2 - 3 Lacs
Ahmedabad
Work from Office
Receive calls from clients and execute orders as a trader/dealer Read research reports and share views with clients to collaborate and make an easy trading process with customers Conduct meeting with clients as part of client servicing and cross-selling other financial products Understand the market updates for the day to provide accurate information to the client Profile customers based on their investment trends and past record available with us
Posted 5 months ago
0.0 - 3.0 years
2 - 4 Lacs
Ahmedabad
Work from Office
We are looking for an enthusiastic and analytical entry-Level Research Associate to join our Equity Research team. The ideal candidate should have a keen interest in the stock market, a good grasp of financial statements, and the ability to analyse company performance and market trends. This is an excellent opportunity to start your career in financial research with hands-on exposure to live markets. Location : Ahmedabad Key Responsibilities: Conduct Fundamental Analysis of listed companies by evaluating financial statements such as Balance sheets, Profit & Loss accounts, and Cash flow statements. Thorough understanding of every line item in the Financial Statements Should be able to make fi...
Posted 5 months ago
1.0 - 3.0 years
20 - 30 Lacs
Bengaluru
Work from Office
ROLES AND RESPONSIBILITY: Analyze, underwrite, and monitor transactions in listed equity, REITs/Invits and debt. Analyze investment risks, growth opportunities, asset quality and projected returns. Prepare investment notes for IC as well as investors and prepare memos as well as research notes. Build and maintain detailed excel models analysing the opportunity. Portfolio monitoring on a day-to-day basis. Study and monitor market trends regularly to find new investment opportunities. Work closely with Sales, Marketing, Product, Tech and Operations teams for launching and funding a new investment strategy/product. Stay abreast of regulatory updates and changes in the financial advisory industr...
Posted 5 months ago
1.0 - 5.0 years
6 - 10 Lacs
Mumbai, Hyderabad
Work from Office
About the Company- A leading global investment firm with a strong presence in alternative asset management, managing assets across credit, private equity, real assets, and listed equities. The firm is known for its long-term, value-oriented approach and serves institutional investors across the globe. Role Overview- We are looking for a high-performing and motivated Product Specialist to support private credit strategies. This is a dynamic, content-driven role at the intersection of investments, client relations, and strategic marketing. You will collaborate with global stakeholders to create impactful materials, respond to investor queries, and support fundraising and product development in...
Posted 5 months ago
5.0 - 7.0 years
10 - 15 Lacs
Faridabad
Work from Office
Plan, manage, implement proper Financial Discipline in the organization. Own financial models, cash flow forecasts, and revenue projections Track key metrics, P&L, and unit economics across business lines Monitor spend vs. plan and provide actionable insights Analyze campaign ROI, product margins, and pricing structures Build reports for investors, internal stakeholders, and partners Support scenario planning and growth strategy with data Manage cash flow effectively to ensure optimal utilization of funds Explore and implement strategies to improve working capital efficiency
Posted 5 months ago
0.0 - 2.0 years
2 - 3 Lacs
Kolkata, Pune, Mumbai (All Areas)
Work from Office
Assist in conducting financial and market research. Prepare reports and presentations based on research findings. Support senior analysts in data collection and analysis. Monitor industry trends and news for relevant insights.
Posted 5 months ago
0.0 - 2.0 years
2 - 3 Lacs
Ahmedabad, Chennai, Bengaluru
Work from Office
Assist in conducting financial and market research. Prepare reports and presentations based on research findings. Support senior analysts in data collection and analysis. Monitor industry trends and news for relevant insights.
Posted 5 months ago
2.0 - 4.0 years
0 Lacs
Mumbai Suburban
Work from Office
Qualification: Qualified CA with minimum 2 years exp. Responsibilities: * Collaborate with team on portfolio strategies * Prepare equity research reports with financial modeling & valuations * Analyze companies using fundamental analysis techniques
Posted 5 months ago
0.0 - 5.0 years
3 - 8 Lacs
Ahmedabad
Work from Office
Job Summary: As an Equity Research Analyst” you will be responsible for conducting in-depth financial analysis, evaluating market trends, and providing investment recommendations to assist management in making informed decisions related to equities. This role requires a keen understanding of financial markets, strong analytical skills, and the ability to interpret complex financial data. Key Responsibilities: Gathering and assessing securities data including industry-related stocks. Analysing company financial reports to determine the market performance of existing securities. Assisting with company initial public offerings (IPO), including a stock's value, capitalization, and target price. ...
Posted 5 months ago
5.0 - 10.0 years
25 - 30 Lacs
Hyderabad, Gurugram, Bengaluru
Work from Office
Overview:A leading global investment firm is seeking resourceful candidates to join our Asset-Backed Securities (ABS) and Fundamental Equities (FIG) teams. These teams are part of Financial Research group, responsible for generating new growth ideas and providing high-quality, in-depth support for new business development and strategy research. This role offers a unique opportunity to work with some of the brightest minds in the industry, contributing to strategic decision-making processes. The position is open for Hyderabad, Bengaluru, or Gurugram, India. What's in it for you?- Competitive compensation & outstanding career growth- Exposure to global equity markets (US, UK, etc.)- Work on hi...
Posted 5 months ago
2.0 - 7.0 years
11 - 15 Lacs
Gurugram
Work from Office
Overview: They are seeking a highly motivated and resourceful individual to join our Primary Research Group in India. Based in Gurgaon, Hyderabad, or Bengaluru, our team operates in a close-knit environment, fostering collaboration and celebrating both individual and group successes. Company offers an agile and intellectually stimulating work environment, providing ample opportunities for career growth and the ability to impact the organization's success. Responsibilities: - Provide knowledge-as-a-service and support traders/analysts on urgent and time-sensitive investment research requests. - Facilitate differentiated insights and assist traders in making informed decisions. - Conduct exten...
Posted 5 months ago
5.0 - 10.0 years
14 - 18 Lacs
Hyderabad, Gurugram, Bengaluru
Work from Office
Role Overview: Looking for experienced and detail-oriented professionals to join the Fundamental Equities Privates team within the Financial Research group. This role offers an exciting opportunity to work closely with front-office teams to evaluate and monitor private investment opportunities globally, particularly in the technology and software sectors. Key Responsibilities: - Conduct end-to-end evaluation of private firms (early to late stage), focusing on unit economics, TAM, customer cohorts, and industry positioning.- Build robust financial models and perform valuation analysis using limited and varied data sources.- Drive investment write-ups, prepare presentations, and contribute to ...
Posted 5 months ago
0.0 - 2.0 years
0 - 0 Lacs
Jaipur
Work from Office
* Minimum 6 months internship * Keep track and prepare report on sectors, stock, results, and con-calls * Preparing report and Advising clients on equity and mutual funds investments * Generate investment ideas on fundamental & technical analysis
Posted 5 months ago
0.0 - 5.0 years
1 - 2 Lacs
Chennai
Work from Office
Responsibilities: * Conduct equity research & analysis using technical tools. * Collaborate with investment team on portfolio management. * Intraday or swing Trading * Monitor market trends, identify opportunities. * Prepare reports, present findings
Posted 5 months ago
5.0 - 10.0 years
3 - 6 Lacs
Chennai
Work from Office
Job Description: - Developing models: Building and improving mathematical models for trading, forecasting, or data processing - Conducting research: Analyzing large datasets to identify trends and insights, and conducting research on financial markets and economic conditions - Back testing: Testing and implementing trading models and signals in a live trading environment - Creating reports: Summarizing findings and insights in detailed documents or presentations for non-technical stakeholders - Using unconventional data: Using unconventional data sources to drive innovation - Translating algorithms: Translating algorithms into code - Managing portfolios: Managing and fine-tuning investment p...
Posted 5 months ago
1.0 - 5.0 years
4 - 8 Lacs
Mumbai, Hyderabad
Work from Office
Role Overview- We are looking for a high-performing and motivated duct Specialist to support private credit strategies. This is a dynamic, content-driven role at the intersection of investments, client relations, and strategic marketing. You will collaborate with global stakeholders to create impactful materials, respond to investor queries, and support fundraising and duct development initiatives. Key Responsibilities- - Develop and maintain investment content, pitch decks, client presentations, investor letters, and custom marketing materials - Partner with internal teams to support fundraising efforts, including LP research, competitive analysis, and marketing messaging - Collaborate with...
Posted 5 months ago
1.0 - 6.0 years
4 - 9 Lacs
Pune
Work from Office
An Equity Research Analyst is a financial professional who analyzes securities, industries, and market trends to provide investment recommendations to investors . Experience in researching equity, commodities, gold, currency and other securities is an essential skill set. Buy or sell recommendation in securities is the skill a research analyst owns. offering insights and analysis to help investors make informed decisions. Key Responsibilities of an Equity Research Analyst: Conduct In-depth Financial Analysis: Analyze company financials, earnings reports, industry trends, and market data to assess investment opportunities. Develop Financial Models: Build and maintain financial models to forec...
Posted 5 months ago
6.0 - 10.0 years
8 - 10 Lacs
Thane, Navi Mumbai, Mumbai (All Areas)
Work from Office
Responsible for building a high performing team to ensure service levels are met, and to prioritize and adapt work to align with organizational goals . Champion continuous improvement initiatives, and support and adapt to changes in technology Required Candidate profile 6- 8 yrs exp in Capital market Investor Services. Providing day-to-day Investor services to both Fund Manager & the investors. Meeting the delivery of services to clients against a pre-agreed SLA
Posted 5 months ago
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