164 Investment Research Jobs - Page 5

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 Position Overview At Third Bridge, our Compliance framework is an integral part of our business and we are looking to hire a Compliance Associate dedicated to Third Bridge s Content department to join our Compliance team in Mumbai. Third Bridge content involves an array of interview formats with industry experts and transcripts of those interactions are made available to our clients through our portal. This is a fast-paced role with a focus on problem solving, attention to detail, stakeholder engagement and results to ensure that content is compliant with legislative and regulatory requirements, as well as with our internal policies. Responsibilities Reviewing and approving the proposed subject matters of interviews and experts Reviewing and approving interview transcripts, specifically to identify confidential information and any potentially inappropriate content Working with in-house analysts to finalize content for publication ensuring compliance with internal processes and procedures Answering day-to-day compliance queries from business units and clients Delivering compliance training to new and existing employees Working on ad-hoc projects as directed by management Qualifications Skills Organized with excellent attention to detail for proofreading and identifying compliance issues Excellent oral and written English communication skills Ability to understand and interpret complex financial concepts from a compliance perspective Ability to develop strong working relationships across the organization, working with all levels and all offices globally Qualifications Bachelors Degree with 2 to 3 years of relevant experience within compliance Previous compliance experience within financial services highly desirable but not essential Working Hours: Please note there are two roles available to predominantly support the UK and US offices. This role will be fully remote and working hours will be 6.30pm to 3.30am IST or as adjusted to support 9am-6pm ET (New York), Monday to Friday. 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: Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays." Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. Recognition Rewards: Earn points through our colleague-to-colleague recognition program, redeemable for hotels, gift cards, charity donations, and more. 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.

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 Position Overview At Third Bridge, our Compliance framework is an integral part of our business and we are looking to hire a Compliance Associate dedicated to Third Bridge s Content department to join our Compliance team in Mumbai. Third Bridge content involves an array of interview formats with industry experts and transcripts of those interactions are made available to our clients through our portal. This is a fast-paced role with a focus on problem solving, attention to detail, stakeholder engagement and results to ensure that content is compliant with legislative and regulatory requirements, as well as with our internal policies. Responsibilities Reviewing and approving the proposed subject matters of interviews and experts Reviewing and approving interview transcripts, specifically to identify confidential information and any potentially inappropriate content Working with in-house analysts to finalize content for publication ensuring compliance with internal processes and procedures Answering day-to-day compliance queries from business units and clients Delivering compliance training to new and existing employees Working on ad-hoc projects as directed by management Qualifications Skills Organized with excellent attention to detail for proofreading and identifying compliance issues Excellent oral and written English communication skills Ability to understand and interpret complex financial concepts from a compliance perspective Ability to develop strong working relationships across the organization, working with all levels and all offices globally Qualifications Bachelors Degree with 2 to 3 years of relevant experience within compliance Previous compliance experience within financial services highly desirable but not essential Working Hours: Please note that this role is to predominantly support the UK and US offices. This role will be fully remote and working hours will be 1.30pm to 10.30pm IST Monday to Friday . 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: Flexible work options, such as Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. 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.

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 Position Overview At Third Bridge, our Compliance framework is an integral part of our business and we are looking to hire a Compliance Associate dedicated to Third Bridge s Content department to join our Compliance team in Mumbai. Third Bridge content involves an array of interview formats with industry experts and transcripts of those interactions are made available to our clients through our portal. This is a fast-paced role with a focus on problem solving, attention to detail, stakeholder engagement and results to ensure that content is compliant with legislative and regulatory requirements, as well as with our internal policies. Responsibilities Reviewing and approving the proposed subject matters of interviews and experts Reviewing and approving interview transcripts, specifically to identify confidential information and any potentially inappropriate content Working with in-house analysts to finalize content for publication ensuring compliance with internal processes and procedures Answering day-to-day compliance queries from business units and clients Delivering compliance training to new and existing employees Working on ad-hoc projects as directed by management Qualifications Skills Organized with excellent attention to detail for proofreading and identifying compliance issues Excellent oral and written English communication skills Ability to understand and interpret complex financial concepts from a compliance perspective Ability to develop strong working relationships across the organization, working with all levels and all offices globally Qualifications Bachelors Degree with 2 to 3 years of relevant experience within compliance Previous compliance experience within financial services highly desirable but not essential Working Hours: Please note that this role is to predominantly support the UK and US offices. This role will be fully remote and working hours will be 1.30pm to 10.30pm IST Monday to Friday . 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: Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays." Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. Recognition Rewards: Earn points through our colleague-to-colleague recognition program, redeemable for hotels, gift cards, charity donations, and more. 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.

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 At Third Bridge, we continue to grow our breadth, depth and quality of coverage across companies and industries that are of interest to the investment community. Third Bridge is building the most extensive library of content on PE-/VC-backed companies. Our library allows investors in private markets to identify, track and research investment opportunities. You will be joining an exciting new team with an ambitious mandate, where you will get a start-up experience in an established business and brand. We are recruiting a Proofreader for our Editorial team to ensure we consistently deliver high-quality products. Though starting with our Primer product, the intention is for this role to eventually support several Third Bridge content types, offering a unique chance to learn multiple editorial approaches and a strong path for personal development. You will be responsible for Proofreading to ensure each transcript of a technical conversation is completely accurate, grammatically sound and in alignment with internal guidelines Formatting documents into a templated style Researching important information to confirm accuracy Turning around high-quality content to strict daily deadlines Proactively resolving issues with relevant stakeholders, making client-centric decisions and seeking guidance when needed Escalating transcription errors and Style Guide misalignments Contributing to the development of internal guidelines and processes A successful candidate will Be a self-starter who delivers results independently and can prioritise effectively Have a meticulous eye for detail, with outstanding research and proofreading skills Have exceptional English spelling, grammar and punctuation skills Be able to communicate and collaborate effectively You will gain Exposure to technical content spanning across a range of industries and topics, from cloud computing, retail and pharmaceuticals to aviation, semiconductors and real estate, and themes from ESG to macroeconomic updates Access to first-hand insights from industry experts, ranging from C-level executives at multinational corporations to employees of local start-ups Experience of working on the development of an exciting new product Qualifications 3+ years experience in a proofreading/editorial role Bachelor s degree Familiarity with financial content and business terminology preferable Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : 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: Hybrid work options,Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. 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

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 12 offices. Job Description Position Overview At Third Bridge, we continue to grow our breadth, depth and quality of coverage across companies and industries that are of interest to the investment community. We are recruiting a Proofreader for our Editorial team to ensure we consistently deliver high-quality products across three Interview products, Forum, Community and Primers, starting with Community. Though starting with a focus on producing our Community product, the intention is for this role to eventually support several Third Bridge content types. You will be responsible for Editing and proofreading to ensure specialist profiles and transcripts of technical conversations is accurate, grammatically sound and aligns with internal guidelines Distributing accurate content to clients, always following Compliance requirements when doing so Researching and communicating with internal stakeholders to confirm accuracy of important information Turning around high-quality content to strict daily deadlines Proactively resolving issues with relevant stakeholders, making client-centric decisions and seeking guidance when needed Escalating transcription errors and Style Guide misalignments Contributing to the development of internal guidelines and processes A successful candidate will Be a self-starter who delivers results independently and can prioritise effectively Have a meticulous eye for detail, with outstanding research and proofreading skills Have exceptional English spelling, grammar and punctuation skills Be able to communicate and collaborate effectively You will gain Exposure to technical content spanning across a range of industries and topics, from cloud computing, retail and pharmaceuticals to aviation, semiconductors and real estate, and themes from ESG to macroeconomic updates Access to first-hand insights from industry experts, ranging from C-level executives at multinational corporations to employees of local start-ups Experience of working on the development of an exciting new product Qualifications 4+ years experience in a proofreading/editorial role Bachelor s degree Familiarity with financial content and business terminology Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : 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: Hybrid work options, Work from Anywhere program and flex days, offered at the company s discretion and subject to annual review. Fun at Work: Unwind in our breakout area with games like foosball, Table Tennis, and PlayStation5. 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

Company Description 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 12 offices. Job Description Position Overview The Forum division at Third Bridge produces investment research by conducting in-depth interviews with senior executives and industry specialists to unearth critical insights and generate unfiltered content. Our 120-strong industry aligned team covers over 10,000 public and private companies, applying data-driven factor models to identify opportunities across various asset classes and geographies. We are currently looking to recruit a Sector Analyst as part of our Forum division in Mumbai. In this role you will be expected to: Primarily produce in-depth research on publicly traded companies and key private market transactions in India, with 1-3 core sectors of coverage allocated to you; Generate actionable investment ideas, perform initial due diligence and prepare detailed questions lists, and then go deeper into the subject matter by hosting interviews on those topics with industry experts and executives; Drive discussions with industry specialists, extracting value-added and actionable insight throughout your discussions; Manage internal and external stakeholders; educate and pitch upcoming work to sales teams; directly interact and build relationships with clients; Build out your network with industry specialists across your areas of coverage; do deep-dives on industries/companies, figure out where specialists have non-consensus views, and build out a pipeline of content. A successful candidate will display these personal attributes: Intellectual Curiosity; deeply interested in understanding financial markets and building expertise in analysing businesses, strong research/analytical skills. Strong Relationship Builder; ability to confidently interact with C-level executives and industry experts, proficient at working both independently and effectively with diverse teams with different perspectives and backgrounds. Strong Communicator; excellent written and verbal communication skills, highly logical and structured, and exceptional attention to detail. Results Driven; self-starter committed to digging deep into their coverage, a high degree of work ethic, and personal responsibility/ownership for the role. Entrepreneurial; a strong entrepreneurial drive and desire to help shape and develop the Forum product. Qualifications What we look for Previous experience (1-3yrs) at a reputable asset management, securities brokerage, investment banking, or consulting firm. Proven experience in conducting equity research and/or demonstrated ability to conduct fundamental, bottom-up research. Excellent analytical, interpersonal and communication skills that would help build rapport when driving your research with experts. Strong team orientation, highly collaborative with proven experience in driving outcomes through teamwork. Bachelor s degree or above is preferred. Fluent in spoken and written English. Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : 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: Hybrid work options, Work from Anywhere program, 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

About the Opportunity Job TypeApplication 20 June 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of retail and institutional clients. The team manages investment strategies across various franchises, including Income, Volatility Managed, Absolute & Total Return, and Risk Rated & Open Architecture, designed to deliver specific outcomes for clients across market cycles. Portfolio Managers at FIL SMA draw on an extensive toolkit for delivering investment objectives, including a large and well-resourced investment research team (comprising Manager Research , Tactical Allocation Research and Quantitative Research), as well as a dedicated Risk & Analytics team and implementation specialists. These resources support investment decision-making across various portfolio construction disciplines, including tactical asset allocation, strategy selection and risk management. About your team Multi-Asset Investment Research Specialist team works with the Manager Research Analyst team (mentioned above) in their role of identifying the right strategies that go into the multi asset portfolios to implement the investment views of the SMA team. This team is a part of the broader Investment Research Specialist team, which provides fundamental research support to all FIL Equity and Credit analysts and select Portfolio Managers. About your role The job involves providing comprehensive research support to FILs Manager Research Analyst team, including screening funds based on quantitative and qualitive analysis; preparing agendas for fund manager meeting and taking meeting notes; contributing to draft research notes to be published by the Analysts; and streamlining databases which make the research process more efficient and robust. The role requires a good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. It also entails expertise in using advanced excel tools in analysing large amounts of data and drawing inferences from the same, in addition to ability and willingness to learn quickly on the job, incorporating any new systems or AI tools that become available. Knowledge of visualization tools and coding skills would be advantageous. Key Responsibilities Provide all-round research support to FIL Manager Research Analysts covering a broad universe of funds and fund managers across asset classes - Equities, Fixed Income, Alternative. Prepare fund screening tools based on performance, risk, style/factor bias, ESG and other fund parameters. Prepare for and take meeting notes of the Analysts meetings with fund managers. Provide quality data and analysis on Funds ESG characteristics. Provide research inputs and authoring support for the publication of Multi-Asset research notes. Provide quality data and analysis to make the research process more efficient and robust. Keep track of emerging risks, and investment opportunities in one or more asset classes assigned. Keep abreast of significant trends and developments in the global fund management space and current market events. Build and maintain strong relationships with FIL analysts and within the local team. Make regular presentations to the team on relevant topics/areas of expertise. Experience and Qualifications Required 2 to 5 years work experience in Fund Research or Manager Research analyst or other similar industry-roles. Good understanding of passive and active fund management space in at least one asset class, with specific knowledge on Fixed Income being a plus. Strong systems experience, for e.g. Morningstar, Style Research, FactSet, Bloomberg combined with strong numerical and computer (Excel) skills Working knowledge of visualization tools such as PowerBI, Tableau, etc. and coding skills such as Python, will be advantageous. Analytical / problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy. Strong time management skills and ability to multi task. Excellent relationship management and strong communication and presentation skills. Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

About the Opportunity Job TypeApplication 30 June 2025 Title Lead - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About your role The job involves providing comprehensive research support to FILs Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devils advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 2 to 5 years work experience in Investment Research Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred . Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Job Description Trupp Global is hiring Internet Research Analyst for a non-voice BPO role focused on gathering and analyzing business information from the web. As part of our research team, you will be responsible for researching companies online, including crafting short descriptions about companies, tracking investment and funding rounds, mergers and acquisitions, key corporate events and updating structured datasets. If you enjoy deep-diving into the web and working with business data, this is the perfect opportunity for you. Role & responsibilities Conduct detailed internet research to collect company-level information such as - Company overviews, Funding rounds (Seed, Series A, B, etc.), IPOs, Mergers & Acquisitions, Key investors and leadership details Write Crisp Short Descriptions: Summarize company information in clear, concise English Ensure data accuracy, consistency, and timely delivery Use tools like LinkedIn, company websites, news portals, press releases to gather information Enter and update data in internal databases with attention to detail Learn the research methodology and processes quickly and apply that knowledge consistently. Deliver individual and team targets including production and quality. Preferred candidate profile Strong internet research and analytical skills Good written English and summarization ability High attention to detail and data accuracy Basic knowledge of financial terms (funding rounds, M&A, IPO, etc.) preferred Proficiency in Excel or Google Sheets Ability to work independently and manage time effectively Analytical and critical thinking, attention to detail, and problem-solving skills. Eligibility: Experience: 03 years in a similar data research, writing, or BPO non-voice role. Education: Any graduate (B.Com, BBA, BA, BSc, etc.). Freshers and candidates with no graduation degree with strong research and writing skills are welcome to apply.

Designation: Sector Specialist Qualifications/Education: Graduate from 2016-2024 batches. Position : Sector Specialists are subject matter experts in sectors such as Healthcare, Fintech, Enterprise Security, etc. The role involves conducting secondary research on different sectors. This research is used by Investment Funds and Corporates to make investment decisions. Key Responsibilities: Conduct secondary research and classify an industry into different Sectors and Sub-sectors. Eg: The Consumer Goods Industry would be classified into Sectors like Consumer Electronics, Apparel Brands, FMCG, etc. Build detailed sector landscapes to identify different Business Models in the sector Identify competitors of companies across different sectors Identify interesting companies in a sector using various signals like funding, revenue, app downloads, etc. Research top companies in each sector based on funding, valuation, business model, etc. to predict the next set of Unicorns (startups with a valuation of $1B) Develop an in-depth understanding of the Tracxn platform and features Actively seek feedback on the approach, quality, and throughput of the work done in the daily review meeting with Managers Skills Required: Strive for Excellence. Perform at the highest levels of accuracy and efficiency Seek Continuous Feedback - a strong commitment to improve things every day What can you expect at Tracxn? Meritocracy Driven High Paced Learning. Continuous Mentorship to help Achieve Peak Potential About Tracxn : Tracxn (www.tracxn.com) is a Bangalore-based product company providing a research and deal-sourcing platform for Venture Capital, Private Equity, Corp Dev and professionals working around the startup ecosystem. We are a team of 600+ working professionals serving customers across the globe. Our clients include Funds like Andreessen Horowitz, Matrix Partners, GGV Capital, and Large Corporations such as Citi, Embraer & Ferrero.

Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like you re part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About your role The job involves providing comprehensive research support to FIL s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil s advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 2 to 5 years work experience in Investment Research Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred . Feel rewarded

Title Lead - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 5 We re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like you re part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About your role The job involves providing comprehensive research support to FIL s Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devil s advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 2 to 5 years work experience in Investment Research Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Master s in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred . Feel rewarded

Portfolio Intelligence Candidate should have exp. in Portfolio Analysis, investment research, Asset/Wealth Management Candidate should be not fully in quant role but in mixed role, some part of quant is required but that should be into strategy and portfolio management. Candidate should in Factor analysis, factor model, portfolio factor on Investment. B.tech is mandatory for this role. Technology preferred is Python.

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.

locationsNoida - Sector 135posted onPosted Yesterday job requisition idR_307715 Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Noida. This is a hybrid role that has a requirement of working at least three days a week in the office. Sr. Analyst - Investments We are looking to hire a Sr. Analyst- Investments in the Mercer Viewpoint (MVP) team The role will be responsible for working closely with the investment managers, delivering comprehensive and accurate reports for wealth management clients and support related functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process. The role will focus on various aspects of institutional investing, including data collection and analysis, investment strategies research and related investment consulting support functions. The incumbent in this role should have an understanding of the Global Capital Markets and working knowledge of various Asset Classes and Investment Strategies. We will count on you for: Daily work management and execution of reports and other operations Communicate with investment managers to gather and/or clarify data for reporting Ensuring compliance with all internal and client policies Active Participation in Process Improvements Providing timely updates to AM/TM and other stakeholders Training and coaching new hires in the team What you need to have: Knowledge & Skills: Ability to work as part of a team and build strong working relationships with peers Experience in analyzing investment portfolios or researching investment managers located outside of India Knowledge of investment strategies and ability to write reports covering details of the investment process Exposure to Global Capital Markets and working knowledge of various Asset Classes Good command of MS Office applications (MS-Excel, MS-Word, PowerPoint) Problem solving skills and attention to detail Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, ensuring standards and deadlines are met and keeping others informed and up to date Strong verbal and written communication and analytical skills Ability to work and perform under strict deadlines and quick turnaround projects What you need to have: Minimum 1 years overall experience Graduate (B.com, BBA or equivalent). Masters degree in finance (in addition to accounting, economics or mathematics) and progress towards CFA and CIPM will be preferred Excellent Word, Advanced Excel and PowerPoint skills Excellent communication skills, both verbal and written Ability to meet deadlines and a real desire to achieve results Ability to build rapport and respond confidently to client queries What makes you stand out Adaptable communicator, facilitator, influencer and problem solver High attention to detail Ability to multi-task and prioritize time effectively Ability to perform under pressure and strict timelines Exposure to coding and automation using VBA codes, Python, R etc. and visualization tools such as Power BI, Tableau etc.

About the Opportunity Job TypeApplication 30 June 2025 Title Senior Associate - Investment Research Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead / Associate Director, Investment Research Level Research Analysis - 4 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About your team Investment Research Specialist team is based out of two locations - Gurgaon, India and Dalian, China. The department provides fundamental research support (building financial models, maintaining industry databases, and conducting Industry and company analysis) to all FIL Equity and Credit analysts and select Portfolio Managers. This allows analyst teams to cover a higher number of stocks/credits, respond faster to corporate developments, dig deeper into investment issues, and manage coverage gaps. The team is also looked upon as a talent nursery for sourcing future Fidelity analysts. About your role The job involves providing comprehensive research support to FILs Europe/US/Asia/Global equity analysts, including company and industry analysis, financial modelling, valuations, sector/country updates, business and customer intelligence using alternative data sources and other custom research work. The person should have an excellent understanding of the Industrial Sector from the perspective of equity analysis and the broader fundamental research process. Key Responsibilities Provide all-round research support to FIL equity analysts on the assigned sector, including on initiations and ongoing coverage Build detailed financial models with the ability to build business drivers, incorporating M&A transactions and valuation analysis Carry out studies on sector trends, regulatory changes & emerging themes. Company analysis, including deep dive on key stock drivers, devils advocate analysis, etc. Provide need-based analysis on unassigned stocks, including screens to monitor & flag potential stock ideas Provide quality data and analysis on ESG Be a strong subject matter expert Keep abreast of trends and developments in the assigned sub sector across geographies Build and maintain strong relationships with clients and within the team Make regular presentations to the team on relevant topics/areas of expertise Experience and Qualifications Required 2 to 5 years work experience in Investment Research Understanding of the Financials sub sectors companies equity research, including key drivers, dynamics, trends, and emerging themes, would be advantageous. Good understanding of capital markets with excellent financial skills. A solid understanding of financial statements, ratios and valuation concepts. Prior experience with Asia/Europe/US/Global equities is preferred Analytical / Problem solving skills, with a logical thought process - to sort, analyse and creatively interpret large amounts of qualitative and quantitative data. High level of attention to detail and accuracy; Diligence and hard work Database skills - Bloomberg, TR Eikon, FactSet and other financial databases Excellent relationship management and strong communication and presentation skills Education MBA or Masters in Finance from a prominent institute or CA CFA charter or progress towards any level of CFA will be preferred . Feel rewarded For starters, well offer you a comprehensive benefits package. Well value your wellbeing and support your development. And well be as flexible as we can about where and when you work finding a balance that works for all of us. Its all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

JOB PURPOSE To assist the President-Investments to ensure that a consistent, high level of Investment oversight and management support is maintained, by helping him with management and oversight of the Investment teams, reviewing portfolio composition and performance, and Investment risk, supporting him in the production of reports and presentations, in developing strategies to improve overall performance and Investment risk management of the various teams and for his decisions about staffing plans/product mix PRINCIPAL ACCOUNTABILITIES Portfolio and Investment risk Oversight Review portfolios and performance of the Investment teams. Help with data required for improving Investment performance. Prepare risk management reports Leverage Investment team portfolio reports to create aggregate Group performance, risk and exposure reports Coordinate the production of holdings and performance reports for management and present results to management and business partners Provide evaluations of portfolio risk, including analysis of value at risk (VAR), interest and spread duration, and equity duration Maintain data used for identifying, collecting, capturing, analyzing, and measuring exposure, risk and returns Assist with the performance data on Investment teams for annual reviews Monitor financial and non-financial risks related to investments and market Maintain dashboards Build reports in Bloomberg and Excel Undertake quantitative analysis using financial packages and software, including portfolio management software Investment Policy and Framework Assist in the review of research and investment policies, Investment process development and enhancement, Investment risk framework, research collaboration between teams, local regulatory frameworks, and performance evaluation Track, monitor and provide inputs to drive ESG portfolio for entire investments segments of the Group Deliverables and Projects Assist in coordinating and implementing projects within the Group. Work with CIOs on projects directed by President-Investments Document and track the results of all action items and deliverables. Track various issues under investigation and resolution process and provide regular reports on the status Release a monthly newsletter which includes key events affecting markets, announcements and other regulatory updates Reports and Presentations Assist in the design and preparation of presentations and other materials for use by President-Investments. Research content and validate data for presentations. Assist with quality content for Interviews, meetings with CIOs and other meetings as well as for white papers Assist in the preparation of board and IC presentations. Gather data for the same Work independently on monthly Investment Committee reports and other presentations in liaison with group companies Investment Administration Support with Investment administration tasks and with Investment management resources and tools Become proficient in the use of the Group’s portfolio accounting, trading and performance measurement systems MAJOR CHALLENGES Relationship management: Will need to work closely with the Investment teams. Will have to build camaraderie with the teams so that they can trust and depend on him/her Project management: Will often work on multiple projects simultaneously. He/She must be able to organize and manage their time to complete all projects in time

Position Overview: We are looking for a results-driven AVP with a strong background in financial consulting to oversee our financial research vertical focused on investment banking. The ideal candidate will have a proven track record in in creating financial deliverables, team/project management and client handling Key responsibilities include: Leading the team which supports M&A & ECM transactions by preparing documents like Information memorandums, Roadshow presentations, financial models, valuation, etc Understanding client deliverables, determining scope of engagements, delivering project plan to clients, managing timelines, and driving deliverables through plans Engagement and co-ordination with clients which include investment banks, PE/VC funds and corporates and foster strong relationships Oversee staffing, training & managing a team of analysts and interns, and ensuring completion of work within timelines Involvement with senior management in creating budgets of the team and meeting P&L targets Mentoring and coaching junior team members, providing guidance on financial analysis techniques, and professional development Building systems & processes, databases, firm-wide templates, and documents to standardize deliverable quality Qualifications: We are seeking a high-performing professional with strong financial expertise, analytical rigor, and demonstrated deal execution experience. The ideal candidate will be a self-starter who thrives in fast-paced, team-driven environments and brings a deep understanding of the investment banking landscape. Bachelors degree in finance, Economics, Engineering, or related discipline (CA/CFA preferred) 5-10 years of core Investment Banking experience, preferably across M&A, capital markets, or strategic advisory Advanced proficiency in financial modelling, valuation, Excel, PowerPoint, and data platforms such as Capital IQ, Pitchbook, or Bloomberg Proven track record of executing live deals, conducting due diligence, preparing pitch books, and building client-ready financial analysis Strong analytical and quantitative skills with a sharp eye for detail and accuracy Excellent verbal and written communication skills with the ability to articulate complex financial concepts clearly and effectively

Conducting research and analysis on financial products, including equities, fixed income, and alternative investments Contributing to the development of financial advisory ecosystem by building models, automating processes, and creating tools to support the advisory processes Using data and quantitative analysis to generate insights and recommendations Develop and maintain financial models that incorporate key economic indicators, market trends, and support investment analysis and portfolio management Prepare reports and presentations that communicate research findings and investment recommendations to senior management and clients Analysing macro-economic data using reasoning, qualitative assessment and quantitative techniques to assist the overall research framework Generating ideas and gleaning insights from financial data to provide actionable insights to stakeholders and business heads Well-versed with Advanced Excel, SQL and Python CFA charter holder or progress toward CFAStrong knowledge of financial markets, investment products, and portfolio management principles Strong communication skills and the ability to present complex information in a clear and concise manner

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 twelve offices. Job Description Position Overview Third Bridge s Community content is generated from 1:1 consultations between investors and leading industry experts. Interviews are recorded, transcribed, quality checked, anonymised and made available to our client base via our Forum platform following an embargo period. As this content type continues to grow rapidly, we are recruiting a Proofreader to join our Editorial team and transform raw, verbatim transcripts of technical conversations into polished, error-free end products that are highly accurate, digestible, navigable and consistent in style, and that our clients can trust. Though starting with a focus on our Community product, you will eventually be trained on the editorial styles/tasks of all of our transcript-based content types and support with creating editorial guidelines for new products. You will be responsible for Editing and proofreading transcripts, ensuring each one is accurate, clear, grammatically sound, anonymised and aligned with our internal Style Guide Curating specialist profiles that highlight the experience that is most relevant to the piece of content Researching market events, acronyms, abbreviations, terminology, figures and other important datapoints/information to ensure they are captured accurately Making client-centric editorial and prioritisation decisions Distributing content to clients, always following strict Compliance requirements when doing so Consistently delivering high-quality content to strict daily deadlines while managing time effectively across multiple workflows and tasks Proactively and quickly resolving issues with internal and external stakeholders to get content to clients as soon as possible Escalating transcription errors and Style Guide misalignments, and contributing to the development of internal guidelines and processes to continually improve our content quality A successful candidate will Have a meticulous eye for detail, with outstanding listening, research and proofreading skills Have an exceptional command of English spelling, grammar, syntax and punctuation Have confidence to make editorial judgements that balance consistency, adherence to internal guidelines and client experience Demonstrate a curiosity and ability to read text with two mindsets - as an editor and as a reader - to identify and fix stylistic errors and subtle mistranscriptions, and to make edits that actively improve content Be a reactive self-starter who can deliver results independently and balance multiple tasks, deadlines and workflows effectively Be able to communicate effectively in written and verbal formats with stakeholders globally You will gain Exposure to technical content spanning across a range of industries and topics, from cloud computing, retail and pharmaceuticals to aviation, semiconductors and real estate, and themes from ESG to macroeconomic updates Thorough ongoing training on editing in several styles and contexts and on effective prioritisation that keeps client impact/experience at its core Access to first-hand insights from industry experts, ranging from C-level executives at multinational corporations to employees of local start-ups Experience of contributing to the development of exciting new products and guidelines that will influence Third Bridge s company-wide Style Guide Qualifications 3+ years professional experience in a proofreading/editorial role Bachelor s degree Familiar with financial content and business and/or industry-specific terminology Additional Information We ensure every team member is able to bring their best self to work as well as in their lives outside - take a look at our benefits : 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: Embrace our work-from-anywhere policy, hybrid work options, and enjoy "Winter Fridays." 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. 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

Analyzing macro-economic data using reasoning, qualitative assessment and quantitative techniques to assist the overall research framework. Building and maintaining a macroeconomic model that incorporates key economic indicators and market trends to guide investment decisions. Generating ideas and gleaning insights from financial data to provide actionable insights to stakeholders and business heads. Conducting research and analysis on a range of financial products, including equities, fixed income, and alternative investments. Preparing thematic reports on global macroeconomic trends and their effect on financial markets. Well versed with Advanced Excel, SQL and PythonCFA charterholder or progress toward CFA Strong knowledge of financial markets, investment products, and portfolio management principles Strong communication skills and the ability to present complex information in a clear and concise manner

Responsibilities : Conduct equity research & analysis Trading and analyzing global financial markets Monitor market trends & risks Prepare financial reports Building and testing trading strategies Learn directly from experienced traders and mentors Flexi working Work from home

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.

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 strategy and portfolio positioning on a regular basis to internal and external clients.