164 Investment Research Jobs - Page 3

Senior Associate /Analyst -Secondary Research -Financial Modelling - Investment/Equity Research - 6 Years - Noida Location : Noida An exciting opportunity for investment research professionals to work in a high-impact, analytical role supporting top-tier global clients . This role is ideal for individuals with deep expertise in financial modelling, valuation, and equity research looking to lead teams and manage diverse global mandates. Your Future Employer- A global research and advisory firm with over two decades of excellence in delivering financial intelligence and insights to leading financial institutions across North America, EMEA, and APAC. Responsibilities Lead and manage equity research and valuation projects including ICRs, sector updates, DCF, LBO, and comparable models. Coach and review the output of junior team members to ensure quality deliverables under tight deadlines. Build strong understanding of client business models, geographies, sectors, and research objectives. Conduct deep-dive secondary research and financial analysis to support investment decisions. Create financial models, perform ratio analysis, and prepare reports like information memorandums and investor presentations. Requirements CA / CFA / MBA (Finance) with 5+ years of experience in equity/investment research. Proficient in financial modelling techniques including DCF, LBO, SOTP, and comparable company analysis. Strong command over financial statements, valuation methods, and financial ratios. Hands-on experience with tools such as Bloomberg, Capital IQ, Factiva, Merger Market. Exceptional communication, data interpretation, and stakeholder management skills. Exposer to Credit Research Experience of Private Credit Modelling What is in it for you Direct interaction with global investment banks and buy-side firms. High visibility leadership role with opportunities to mentor and grow teams. Exposure to complex and high-value transactions across sectors and geographies. Fast-paced and intellectually stimulating environment with strong learning curve. Reach Us- If you think this role aligns with your career aspirations, kindly write to us along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion on the opportunity. Disclaimer- We specialize in mid to senior-level hiring across domains. This opportunity is with one of our esteemed clients. We are committed to diversity and equal opportunity hiring. Note- We receive a large volume of applications, and will contact you within 7 days if your profile matches the requirements. Profile Keywords- Equity Research Jobs, Financial Modelling Jobs, CFA Jobs, MBA Finance Jobs, Associate Manager Research, DCF LBO Modelling, Investment Research, Noida Finance Jobs, Secondary Research, Financial Services Jobs, Gurgaon Jobs, Research Advisory, Crescendo Global

Key Responsibilities Will be responsible for working as part of the dedicated team for an investment bank Supporting our clients on multiple industries including IT/ BPO, Telecom, Consumer, Pharma, Infrastructure, Healthcare, Retail and Industrials, Energy & Power, Metals & Mining, FIG, Provide high quality analysis on projects including critical industry or market analysis, company reports, ad-hoc requests, financial analysis, competitive benchmarking and opportunity assessments through in depth secondary research Good understanding of financial analysis including operational (reserves and resources, production data, etc.) / financial benchmarking, trading/ transaction comparables etc Contributes toward managing project timelines and quality of deliverables in a manner to ensure high client satisfaction Demonstrate strength and flair in client/requester relationship building and management, information/knowledge needs assessment Required Background MBA/ CFA/ CA Experience of 4-7 year supporting Investment banking division of a bank, consulting firm, boutique firm, advisory firm The candidate should have the ability to work as part of the team and independently as per the requirement Good written and spoken communication skills Working knowledge of databases such as Bloomberg, Capital IQ, Merger Market, etc. MS Office skills should be good in MS PowerPoint, MS Excel, and MS Word

Role & responsibilities The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients. The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s): a) Create and maintain company operating, earnings forecasts and valuation models; b) Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities; c) Write research reports for initiations of coverage, analysis of data, earnings results, and industry news, to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations. d) Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients). Preferred candidate profile Prior experience in financial services preferred (2-4 years) within a front office role {such as Equity Capital Markets, Debt Capital Markets, Sales & Trading or Equity Research}

Objectives of this role Overlook current portfolio companies and track monthly progress Set processes in place for sustainable growth and tracking private companies Scout and source new deals across eco-system and investing network Ability to take notes, synthesize data and create in-depth analysis on company data Preferred skills and qualifications 8 to 10 years of work experience working at a PE fund/Investment banking CFA/CA/MBA preferred Proficient in financial modeling Good with identifying market trends Strong written & verbal communication skills Good eco-system network A team player mindset

Specific Qualifications The purpose of this position is to provide robust and seamless support to the Head of Investing Education for Mirae Asset Sharekhan Education, ensuring the continuity of key responsibilities related to the ProActive Investor Course and PAI XLT Sessions . This position will guarantee that the ProActive Investor Course and PAI XLT sessions continue to run effectively, while marketing efforts are aligned with organizational goals, leading to improved engagement, course attendance, and overall brand presence in the market. Direct Responsibilities Course & Session Management: Oversee the ProActive Investor (PAI) course and PAI XLT Sessions, ensuring smooth execution of content delivery, scheduling, and participant engagement. Stay updated with broader markets and sectors. Analyse and monitor performance of recommended stock ideas to the students. Generate new stock ideas. Generate regular reports with updates on the stocks. Serve as the primary point of contact for any operational issues related to course materials, participant queries, or scheduling conflicts. Ensure all educational content is up-to-date, relevant, and aligns with the latest market trends and investment strategies. Coordinate with external trainers, guest speakers, or content creators to ensure seamless integration into the educational program. Handle any urgent decision-making processes related to course management, content creation, or client escalation in the Heads absence. Contributing Responsibilities Cross-functional Collaboration: Work closely with sales , customer support , and training teams to ensure alignment in messaging, course offerings, and overall brand voice. Participate in meetings with senior management to contribute insights on course performance, marketing strategies, and market opportunities. Content Development & Improvement: Contribute to the development and refinement of course materials, presentations, and learning resources. Gather and analyze student feedback and market trends to provide input on potential improvements to course content or structure. Assist in the design and creation of new training modules or supplementary materials that enhance the learning experience . Market Research & Competitor Analysis: Conduct market research to understand the competitive landscape of investment education, identifying trends, gaps, and opportunities. Monitor competitors offerings and ensure Mirae Asset Sharekhan Educations courses remain competitive in terms of value, content quality, and marketing appeal. Customer Engagement & Support: Contribute to enhancing the student experience by addressing customer feedback, resolving concerns, and ensuring participants have the support they need throughout their learning journey. Participate in the creation of student success stories , testimonials, or case studies that can be utilized for marketing and promotional purposes. Event & Webinar Coordination: Assist in the planning and execution of live events, webinars, or special sessions related to the ProActive Investor course. Ensure events run smoothly, including technical support, speaker coordination, participant engagement, and post-event follow-up Course Management & Education Delivery: Knowledge of Learning Principles: Ability to apply adult education theories and practices to optimize the learning experience for course participants. Learning Management System (LMS) Proficiency: Expertise in using platforms to manage, track, and report on course enrollment, progress, and feedback. Content Development & Instructional Design: Experience in creating, structuring, and refining educational content for investment courses, including understanding of financial markets and investment strategies Specific Qualifications CFA or MBA preferred NISM certification for Research Analyst **Candidates must have present/past experience in Equity Research

Third Bridge is a market-leading investment research firm. We provide integrated solutions for the world s top investors and business leaders to help them make smarter and faster decisions. No other company in the world provides the same holistic investment offering: our superpower is the combination of human insights and unique investor-led content with a global expert network. We serve over 1,000 investment firms, offering clients 24/7 coverage through our team of 1,300+ employees located across nine offices. Job Description Job Description As an Account Management Associate, you ll help your book of clients to access the full suite of research solutions Third Bridge offers. You will proactively contact investment professionals and/or consultants within our client base on a day-to-day basis, building rapport and credibility to drive end-users towards our services. With training and support from your close-knit team, you ll gain a deep understanding of our products, our clients preferences and needs, and ensure they can access the most relevant investment research when they need it most. With a helping not selling approach, you ll drive account growth by identifying relevant content or connecting them to industry experts to optimise their usage and increase our mindshare. You ll keep our systems up to date with client user preferences and other pertinent account data to help you and the wider team deliver a tailored content delivery service. In this role, you will: Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic goals. Identify and engage inactive or potentially new users across priority accounts and to increase utilisation of Third Bridge offerings Maintain constant dialogue with clients to understand their research processes and gather feedback on Third Bridge s services Support clients by offering training and demo sessions on how to use Third Bridge s services. Maintain and update team structures, client user preferences, client investment coverage sectors and geographies, and pertinent account and contact data in our systems, ensuring tailored content and service delivery to exceed client expectations Collaborate with internal stakeholders - legal, marketing, research, sales and product teams, to ensure client requests are executed quickly and effectively Address and/or triage inbound client questions and requests; assess solutions and next steps alongside the Account Manager and execute the agreed approach Qualifications Qualifications Bachelor s degree 2 to 4 years of account management and/or client support experience, preferably in a similar industry in B2B domain Strong communication, active listening, interpersonal and presentation skills Has remarkable upselling, cross-selling & farming experience with existing client accounts Well honed skills to build trusted working relationships with key contacts in your clients Highly motivated with a track record of consistent achievement of quota(s) for at least 1 year Effectively leverages internal resources, tools and systems daily Experience applying industry and product knowledge in written and verbal client communications Successful past adoption and effective use of internal workflows, processes and technologies to accomplish work objectives Portrays sales drive, intellectual curiosity and a passion for learning Easily adaptable to changing, ambiguous and fast-paced environments Strong time management skills with the ability to multitask and prioritise work Familiarity with Salesforce.com as well as Microsoft Office and G-Suite tools Additional Information How will you be rewarded Competitive Compensation: Enjoy a competitive salary reflective of your skills and experience. Time Off: Benefit from 18 days of paid time off (PTO), 8 fixed holidays, 1 floating holiday, and 8 casual leaves. PTO increases with tenure. Learning & Development: Receive a personal development reimbursement yearly for customised learning programs. Additionally, a dedicated budget supports studies and job-related qualifications. Health & Well-being: Access private medical insurance, maternity benefits, and engage in various events promoting mental health. Life Cover: Automatically enrolled in Life Insurance cover from your date of hire, providing coverage 4x the annual CTC. Flexibility: Work from Anywhere program, hybrid work options, and flex days, offered at the company s discretion and subject to annual review. Snacks & Refreshments: Stay energised with daily snacks, tea, and coffee provided. CSR Days: Contribute to social responsibility with 2 CSR days annually - take time off to volunteer. Equal Opportunity Employer: Third Bridge is proud to foster diversity and inclusion. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local laws. The successful candidate must, by the start of the employment, have permission to work in the country they are applying We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway and we will be happy to consider your application.

JOB SUMMARY Marmore is looking for individuals who will undertake business and financial analysis. The role will see the candidate undertaking extensive writing, modelling on spreadsheets, conducting discussions and interviews with external and internal stakeholders, and seeking ways to promote ideas and recommendations even in the middle of information scarcity or ambiguous data. The individual must have an eye for detail and should be able to perform under reasonable pressure on multiple activities. DUTIES & ESSENTIAL JOB FUNCTIONS OPERATIONAL Authoring strategic business and market intelligence reports, analyst briefings, white papers, blogsand other forms of content for various research themes such as Economic, Capital, Sector, CompanyProfiling, etc. Undertaking data extraction using tools such as Thomson Reuters and Bloomberg terminals in orderto fulfil analytical activities. Proficient in undertaking desktop research effectively, quickly scaling up to add value and insightsinto research material gained. Developing thematic models to make sense of data, research literature and analysis, in order to drivecritical conclusions and insights. Working confidently with clients to resolve business challenges or requirements during consultingassignments, with strong communication skills. Developing models and hypotheses to test business scenarios, analytical models and businessrecommendations. Driving continuous content development activities through ideas and suggestions. Developing attractive PowerPoint presentations that are functional, also. STRATEGIC Supporting internal senior management research requests on various topics as the case may be. Consistently tracking and implementing best practices in research, data collection and presentation. Looking out for ways to refine content presentation to reach more members of the target audience. TECHNICAL SKILLS The candidate should possess the following technical skills: Valuation methodologies (PE, EV/EBITDA, DCF etc.) Financial statement analysis Report writing skills Proficiency in MS Excel, Word and Power Point QUALIFICATIONS Professional qualifications such as CFA. MBA / Post Graduate degree in Economics and / or Finance or related discipline. EXPERIENCE REQUIRED Preferred - 2-4 years experience in the investment sector, with exposure in research writing BEHAVIOURAL SKILLS •Ability to learn job requirements quickly •Team working skills •Thought leadership •Self-motivated in achieving deadlines and targets

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 work in situations that involve tight deadlines. Be comfortable to work in an unstructured environment and meritocratic culture Have good understanding of financial statement analysis and valuation methodologies Possess superior report writing, communication and presentation skills About the Organization: Anplify serves Global Investment Banks and Private Equity Funds for a spectrum of services including: 1. Pitch Book Preparation 2. Confidential Information Memorandum Preparation 3. Mergers and Acquisitions Transaction Support 4. Private Equity and Venture Capital Transaction Support 5. Equity Research Support 6. Company Valuation 7. Business Plan Preparation 8. Financial Modeling 9. Financial Planning & Analysis 10. Budgeting Support and Forecasting 11. Valuation & Business Modeling 12. Company and Industry Research 13. Business Research 14. Company Profiles 15. Partner Search Please check www.anplify.com for details about the company

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

) To spearhead activation and servicing for demat holdings in the given Region Zone Cluster 2) Support target fulfilment for MF Net Equalized Sales Lumpsum, PMS Net Sales and AIF Net Sales of the Region Zone Cluster is achieved through existing external Assets of Super Investor clients by aiding a team of Investment Specialist (IS), Sr. Investment Specialist (Sr. IS) and Virtual Investment (V. IS) who are responsible for asset gathering and generating the overall revenue of the segment through the existing and acquired Super Investor customer base. 3) Bring in fresh assets into MF, PMS and AIF through in-depth portfolio reviews of the clients. Provide research updates to team members and Super Investor clients of the company. 4) Training the team on portfolio reviews will be one of the key responsibilities. 5) Minimum productivity across team members in asset gathering 6) Servicing and garnering assets of Super Investors of the company in the given geography 7) Interact closely with the key stake holders 8) Make customers eligible for upgrade to other segments

About Sutherland Research, Markets Insights, and Innovation (MII) Sutherlands Research (Equity/Credit/IB/Business), Markets Insights, and Innovation (MII) divisions drive a high-impact transformation agenda to address our client’s most complex issues from strategy development, incubation of new products or services, blitz-scaling operations, and digital transformation. Sutherland Research & MII practice has made significant investments in creating solutions that change how actionable insights are delivered for strategic decision-making across organizations. Description Sutherland is seeking passionate and motivated professionals who possess a strong desire to excel in equity research. Successful candidates will join dedicated client teams (leading global buy/sell-side firms) providing financial modeling support, earnings support, valuable ideas, penetrating insights, sector-focused analysis, and initiating coverage reports with top-of-the-line investment recommendations. The coverage universe is across geographies (primarily US & Europe but could be global) and various cap sizes (large, mid & small cap). Roles & Responsibilities As an Equity Research Analyst, roles and responsibilities will encompass, but not be limited to, the following: Developing and maintaining comprehensive financial models, incorporating Profit and Loss (P&L) statements, balance sheets, and cash flow projections, utilizing various valuation methods such as Discounted Cash Flow (DCF), Relative Valuation, Net Present Value (NPV), Net Asset Value (NAV), etc., across multiple industry sectors. Creating and preparing essential reports like initiating coverage reports, information memorandums, earnings reports, and thesis reports. Managing and updating clients' portfolios, ensuring timely adjustments and continuous monitoring to optimize investment performance. Collaborating closely with client analysts to establish project concepts and deliverables effectively. Conducting in-depth analyses of financial data to produce accurate forecasts related to businesses, industries, and economic conditions, aiding in making informed investment decisions. Presenting both written and oral reports on general economic trends, individual company performance, and overall industry insights. Offering well-founded opinions and defending analytical conclusions during interactions with company management teams, global fund managers, and the in-house Sales team. Qualifications & Required Skillsets To succeed in this position, you must: MBA-Finance from tier-I/ II institutes/ CA, CFA (US) preferred 2-6 years of experience in Equity Research Experience in investment analysis (either buy or sell-side) Strong financial modeling and analytical skills Strong communication, presentation, and language skills Strong report-writing skills Quality focused with attention to detail and client service Technologically competent (Word, Excel, Internet, Bloomberg, Reuters) Be able to adjust quickly and smoothly to changing priorities and conditions Be proactive in developing trust and professional rapport with employees and team members; work as a team-player

Position Overview We are seeking a dynamic Investor Relations Manager to join our leadership team and drive strategic communication with our investor community. This role is critical in maintaining transparent, effective relationships with existing investors while supporting public market investors and corporate development activities. Key Responsibilities Investor Communication & Reporting Develop and maintain comprehensive investor communication strategies Prepare quarterly and annual investor reports, presentations, and financial updates Coordinate and facilitate investor calls, board meetings, and annual general meetings Create investor pitch decks and due diligence materials Manage investor inquiries and ensure timely, accurate responses Financial Analysis & Strategy Collaborate with finance team to ensure accurate financial reporting and forecasting Analyze market trends, competitive landscape, and industry benchmarks Support valuation exercises and financial modeling for strategic initiatives Monitor and report on key performance indicators and business metrics Stakeholder Management Build and maintain strong relationships with institutional investors, research analysts and key personnel from the investor community Coordinate with secretarial, legal, compliance, and finance teams on regulatory requirements Manage relationships with investment bankers, analysts, and financial advisors Support CEO and CFO in investor meetings and strategic discussions Facilitate communication between management team and investors. Plan and facilitate field visits between investors and our customers Market Intelligence & Corporate Development Monitor industry trends and competitive intelligence Assist in corporate governance and compliance matters Maintain investor database and communication tracking systems Required Qualifications Bachelor's degree in Finance, Business Administration, Economics, or related field MBA or CFA certification preferred 3-8 years of experience in investor relations, investment banking, equity research, or corporate finance Prior experience in technology sectors highly preferred Experience with startup or high-growth company environment Technical Skills Strong financial modeling and analytical capabilities Proficiency in PowerPoint, Excel, and financial reporting tools Experience with investor relations platforms Knowledge of capital markets, valuation methodologies, and financial instruments Understanding of regulatory requirements and compliance frameworks Core Competencies Excellent written and verbal communication skills Strong presentation and public speaking abilities Analytical mindset with attention to detail Ability to work under pressure and manage multiple priorities Strategic thinking and problem-solving capabilities Personal Attributes Entrepreneurial spirit and adaptability in fast-paced environment Strong relationship-building and networking skills

Equity research professional with 3–8+ years in capital markets, skilled in financial modeling, industry/company analysis, idea generation, and supporting investment decisions across mid/large caps. Required Candidate profile 3-8 Years of equity research experience preferably buy-side into Indian Equities, preferably into sectors - Capital Goods, Defence, Power, Infra, IT

Responsibilities: * Conduct fundamental research on companies * Present findings through clear financial models and reports * Market Monitoring & Idea Generation * Investment Research & Stock Analysis * Company Interactions * Portfolio Monitoring

Position Title: Associate / Senior Associate / Delivery Lead Experience = 3-5 Years Location: Bangalore Job Purpose The Specialized Solutions group at Acuity Knowledge Partners provides services in the areas of market research, qualitative analysis, financial analytics, market risk and derivative pricing to banks and financial services organizations. A significant part of these efforts involves tracking, analyzing, and preparing detailed market outlooks on macroeconomics, commodities, FX and interest rates. As an EM sovereign credit specialist, this position mainly focuses on research, strategy and analytics for all EM sovereign credit-related products. Key Responsibilities Strong understanding of macro-economic trends, market risk factors and geopolitical developments with a genuine interest in developing a career in macro research. Writing research notes/commentary on macroeconomic trends Create outlooks and presentations on economic topics Build Sovereign credit rating profiles for the selected countries from the EM universe Create strategies around the EM sovereign credit products Help create quantitative models to better understand the relation among the economic variables Build statistical models on fair valuation/relative valuation Qualification A Masters or PhD degree in Economics, Finance or STEM (Science, Technology, Engineering and Math). Experience 3-5 years Prior experience of Macro research, financial modeling, structuring, trading or market risk management Functional Competencies Advanced Excel, VBA analytical skills and knowledge of basic econometrics is a must. Working knowledge of Python or R is a plus Strong quantitative and mathematical skills with experience on working with large amount of data Knowledge of database tools Bloomberg, Haver, World Bank, IMF etc Excellent written and verbal communication skills ability to write research reports and comment on market developments

Job Description Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. Group Description: Sitting within the Fixed Income department, the Corporate Credit Research team is a global organization with team members in New York, Nashville, London, Hong Kong, Taiwan, Singapore, Pune, Mumbai, and Hangzhou. Our research analysts and associates play key roles in identifying and analyzing market inefficiencies and opportunities and working closely with our portfolio managers to translate the most attractive opportunities into appropriate risk exposures in client portfolios. Analysts specialize by market segment (Investment Grade, High Yield, and Emerging Markets) and collaborate closely across teams to leverage their industry knowledge and specialized credit skills across all our fixed income strategies. Specific Responsibilities: All aspects of research and diligence of companies, including financial modeling, and company, industry, ESG, and covenant analysis Remain current on industry news, trends, and controversies across assigned coverage. Provide relevant updates and presentations to the investment teams about new issue analysis and credit updates Develop an independent view of an issuer and its ratings, leveraging our proprietary ratings framework Provide analysis across performing and distressed credits within given sectors Develop and maintain a strong network of company, sponsor, sell-side and buy-side contacts What makes this role unique or interesting (if applicable)? Develop fundamental credit research skills across various sectors Collaborate across the firm s investment research teams, including credit and equity Regularly present to senior members of the investment team about sectors and issuers Develop an understanding about how we run client portfolios Qualifications, Experience, Education: This position requires: Strong analytical and quantitative skills, demonstrated through academic and professional record Ability to think broadly about the prospects of a business and how those could impact future value Relentless drive with a passion for research Strong work ethic and attention to detail Excellent communications skills Ability to work well both independently and on teams Deep understanding of financial statement modeling Special Knowledge (if applicable): BS or higher in Accounting, Finance, or Economics Location: Pune, India Pune, India

Build and manage relationships with global investors through events, roadshows, and communications. Support portfolio companies in fundraising, operations, and compliance, while maintaining investor databases and CRM tools.

About this role: Wells Fargo is seeking a Senior Securities Research Assistant. In this role, you will: Support the editing and publishing functions within the Global Research and Economics Group in Wells Fargo Securities Generate research packet products, manually post research documents to market data vendors, update and maintain mailing lists, provide client access to web sites Maintain databases Generate research packet products, post research documents to market data vendors, update and maintain mailing lists Receive direction from supervisor and escalate non routine questions Assign reports to Editors and Supervisory Analysts to ensure the most efficient use of resources Required Qualifications: 4+ years of Securities Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: Outstanding academic qualifications B. Com., CA or MBA MSc Finance from a premier educational institution 4+ yrs of experience in Investment Research/ Underwriting Credit Rating - experience in working with FSG team in IB structure will be preferred Excellent verbal and written communication skills Strong knowledge of accounting and financial concepts Proficient in Microsoft office tools Knowledge of database tools Factset, Pitchbook, Capital IQ and Bloomberg.

We are seeking lead analysts from domestic sector who are working in Banking and NBFC Sector JOB DESCRIPTION / RESPONSIBILITIES 1. To track, understand and analyze industries and companies in the sector. 2. Meet corporates in the sector as well as attend analyst meets and annual general meetings to expand his knowledge horizon. 3. Brainstorm & formulate new investment ideas. 4. Preparing investment research reports and other reports like industry analysis, market scenario analysis etc. 5. Communicate investment ideas to clients in the form of industry/company research reports, presentations and oral communication. 6. Ensure timely and accurate dissemination of ideas to clients. 7. Co-ordinate with sales and business development team, and other business verticals.

Role & responsibilities An equity fundraise analyst supports the fundraising process for a company, focusing on equity investments. They analyze financial data, conduct market research, and prepare materials to attract investors. They also assist in due diligence, negotiations, and the closing of deals. Financial Analysis & Modeling: Analyze financial statements (income statements, balance sheets, cash flow statements) to assess company performance and financial health. Develop and maintain financial models, including three-way models (P&L, cash flow, balance sheet), to support investment decisions. Conduct valuation analysis and prepare materials for investor pitches. Market Research & Due Diligence: Research potential investors and their investment criteria. Conduct due diligence on companies seeking funding, including market analysis, competitive landscape, and management quality. Stay updated on market trends, industry dynamics, and regulatory changes. Fundraising Support: Prepare marketing materials, including information memorandums and investor presentations. Assist in the end-to-end fundraising process, including due diligence, term sheet negotiations, and closing. Maintain relationships with investors and other stakeholders. Communication & Reporting: Prepare regular reports on fundraising progress, investor communications, and investment performance. Communicate findings and recommendations to internal teams, management, and investors. Maintain accurate records of investor information, transactions, and correspondence.

Company: Mercer Description: We are seeking a talented individual to join our Investments team at Mercer. This role will be based in Gurgaon/Mumbai. This is a hybrid role that has a requirement of working at least three days a week in the office. Senior Manager Investments Manager Research Private Markets Mercer's Investments business is a leading global provider of investment consulting and fiduciary management services. We offer customised advice and support at every stage of the investment decision, risk management and investment monitoring process. The role will be responsible for investment strategy and research development at Delegated Solutions. We will count on you to: Leading quantitative and qualitative data requests from alternatives asset managers for fund due diligence with a special focus on private equity and/or private credit. Contribute to the investment decision-making and manager-selection processes Conducting fund manager due diligence, involving a broad set of qualitative and quantitative considerations Maintain updated investment due diligence notes, meeting notes and recommendations in proprietary database Storing and organizing data on a central database After data is received from the investment manager, the individual is responsible for formatting such data then inputting it into a Mercer research template Organizing and ensuring that the Mercer research template is filled in correctly and lacking errors, so it is ready for distribution to Mercers research group Amending and fixing research template errors based on direction from Mercers research group Making sure the accuracy of the data inserted into the Mercer research template is of the highest integrity Working with the local and onshore teams in producing manager research reports focused on alternative asset class including private markets Maintain an efficient process for delivering manager research adhering to accuracy and timeliness Monitor portfolio performance and markets trends Develop reports for internal, external client presentations and senior management Contribute to fund performance analysis and draft fund commentaries Develop reports for internal, external client presentations and senior management Contribute in terms of new investment ideas, actively sharing views and opinions during regular team meetings What you need to have: 6+ years experience in global markets with adequate exposure in alternative asset classes Prior experience in asset management or investment research with strong understanding of investment strategies CFA/CAIA Charterholder and/or progress towards CFA and/or CAIA at advance levels is preferred. BE/B Tech/B.Com/BBA from reputed college and/or masters in finance / MBA Ability to manage multiple projects, stakeholders, and deliverables simultaneously Proactive and outcome orientated with the ability to work well as part of a team and develop positive working relationships across the organisation Can work under pressure and meet deadlines, while delivering a high quality end product Keen attention to detail Working knowledge of all asset class with a key focus on alternatives asset class Intellectual curiosity and the desire to expand your alternatives asset class knowledge Ability to efficiently and effectively communicate with other groups across Mercer to solve problems Critical thinking capabilities when encountering sticking points Evidence of expertise in analytical tools Highly proficient in Microsoft Excel and other core Microsoft Office products (Word, PowerPoint, etc.) What makes you stand out Ability to understand the link between data, client needs and its application to the bigger picture. Excellent stakeholder/client management skills. Positive attitude & ability to adapt to ever-changing environment. Strong multi-tasking skills. Excellent written and verbal communication and report writing skills. 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. Mercer, a business of Marsh McLennan (NYSEMMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businessesMarsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. 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 Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. 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.

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 help onshore analyst in coming 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. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research 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 help onshore analyst in coming 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. Assist with data aggregation and ad-hoc requests Respond to client inquiries with respect to designated coverage areas Deepen research skills to prepare investment thesis and generated differentiated research ideas Work on presentations/slide decks summarizing investment research

1. Candidate should have depth knowledge of Equity Market 2. Knowledge of Equity Research and Balance Sheet Analysis 3. Have managed the Investment portfolio, specifically Equity 4. Should have good communication skill Job Location: BKC

Job Title: Analytics Analyst, AYST Location: Mumbai, India Role Description Summary: About DWS (Deutsche Asset Management) DWS, publicly listed asset management division of Deutsche Bank, is one of the world's leading investment management organizations. DWS provides flexible products and solutions to a wide range of investment opportunities across all asset classes from pooled funds to highly customized portfolios for a wide range of investors and offers individuals and institutions traditional and alternative investments across all major asset classes. About CROCI CROCI, acronym for Cash Return on Capital Invested, is part of DWS Investment division. The team was set up in 1996 in London as a research service to institutional clients. CROCI is an investment research discipline that makes in-depth adjustments to companies financial statements in order to make their P/E ratios comparable across sectors and markets. The current coverage is more than 900 global large companies. In 2004, the team launched investable Index based products that allowed exposure to the underlying investment philosophy. There are CROCI products (Index, Funds, Strategies) under various wrappers with underlying assets under management. The CROCI team members are based out of Mumbai, London, Paris, and New York. About DWS India Pvt. Ltd. DWS India (P) Ltd., is a wholly owned subsidiary of DWS Group GmbH & Co. KGaA (part of Deutsche Bank Group). Our teams in Mumbai focus on Research & Analytics, Portfolio Management Support, Business Management Support, etc. across all divisions of DWS Group. Your key responsibilities As a part of the CROCI analyst team, the candidate will be responsible assisting senior CROCI analysts in covering 900+ Global companies under coverage from various sector. The job responsibilities include regular update of financial valuation model based on latest events like earning announcements, M&A activities etc, providing bottom-up economic research across various regions/sub-industry, working closely with team to provide support on requests/queries from clients. The candidate will also initiate coverage on new companies by providing economic view on business and actively monitor the portfolio to identify impact of various corporate events on the valuation and regularly brief the entire team about interesting happenings/trends in the sector. Further, role requires Analyst to develop good understanding of the ESG and assess its economic impact on company valuations. Your skills and experience Education and Experience: Chartered Accountant with maximum six months experience. Candidates who cleared all levels in the first attempt would be preferred. Strong understanding of the financial markets and economic concepts. Corporate finance and modelling skills. Understanding of industry dynamics, operational and financial characteristics of company analysis. Competencies: Excellent knowledge of Accounting and Finance. Knowledge of US GAAP and IFRS Standards would serve as added advantage. Understanding of ESG and its possible impact on company operations and valuations. Proficiency in using MS Office. Good communication skills. Personal Characteristics: Self-motivated, ability to work independently and as part of the team. Highly organized with a keen eye for detail and ability to operate in a fast-paced environment. Intellectual curiosity and initiative combined with professional and personal integrity. Entrepreneurial spirit with a passion to learn and grow.