164 Investment Research Jobs - Page 6

Key Responsibilities: - Own and evolve the investment products roadmap, with a strong focus on mutual funds. Understand advisor/distributor needs and translate them into intuitive product experiences. Collaborate closely with Tech, design, and sales to deliver high-impact product features. Conduct data-driven analysis to identify trends, performance, and growth opportunities. Ensure regulatory compliance and smooth integration with AMCs and backend systems. Conceptualise and run campaigns for employees and partners to drive product engagement and sales. Drive product adoption and engagement with internal teams and end users. Requirements: 3+ years of product management or relevant experience in the financial services industry. Solid knowledge of investment products, especially mutual funds. Strong analytical and problem-solving skills with a data-oriented mindset. High attention to detail and structured thinking. Bonus: experience in sales or working closely with sales/distribution teams. Excellent communication and interpersonal skills; ability to influence cross-functional stakeholders. Business-savvy with a passion for improving customer outcomes.

Role not for you, but know the perfect person for itRefer a friend, and make Rs 10K if successfully placed :) Refer Earn! A high-growth, AI-powered platform transforming investment research is looking for an Account Manager with a background in financial services or consulting to lead client success, adoption, and engagement across enterprise accounts. Key Responsibilities Manage relationships with enterprise and mid-market clients in finance Drive customer engagement, renewals, and upsell opportunities Advise clients on integrating AI insights into investment workflows Collaborate with Product, Sales, and Engineering to align on client needs Use analytics to improve adoption and reduce churn Capture feedback to inform product development What We re Looking For MBA from a top-tier institution (mandatory) 1-2 years of post-MBA experience in financial services, consulting, or fintech Knowledge of capital markets, investment research, and financial modeling Strong communication skills and stakeholder management experience Analytical, hands-on, and comfortable in a fast-paced startup environment Familiarity with CRM, analytics, and customer success tools

Assesses clients' finances, creates investment, tax, retirement,, provides expert financial advice, monitors progress, & ensures compliance with regulations Crafts tailored financial plans, monitors progress, and adapts strategies to market changes. Required Candidate profile Industry - Mutual Fund Distributor Candidates should have financial knowledge, strong analytics, MS Excel proficiency, Female candidate preferred Should be CFP & QPFP certified

About the jobPortfolio Valuations - ManagerWe are currently recruiting a Manager for our Portfolio Valuations practice The Manager will work with our team of Directors and Partners to execute and provide valuations of private debt and equity investments This role will be accountable for managing valuation analysts to design, execute and present appropriate valuation models and conclusions to senior leadership The role will require close collaboration with the team to provide a range of valuation advisory services to our clients, including underlying portfolio company debt and equity valuations, purchase price allocations, stock option and other complex securities valuations Responsibilities:Assist in the design of valuation models including discounted cash flow, market multiple analysis, market transactions modeling and option pricing and other complex securities analysis Manage the valuation analysis on a wide range of illiquid investments and assets that encompass a range of industries and geographies Participate in client interviews to collect information and data relevant to the valuation Assist in preparing the presentation and reporting of analyses and conclusions, including written reports, to clients Maintain technical proficiency in the field of valuation and the alternative investments industry Champion the valuation practice’s team goals and strategy with professionalism and integrity QualificationsBachelor's or Master's degree in Finance, Accounting or Economics or MBACFA and/or ASA or working towardsMinimum 5 years of designing, editing, and providing a preliminary review of valuation models and other financial models includingDiscounted Cash Flows, comparable public company analysis, market transaction analysis, complex securities and option pricing models, and other intangible asset models Demonstrated analytical, logic, reasoning, and problem-solving skills Strong verbal communication and persuasive writing skills Knowledge of software including MS Excel, Word, and PowerPointExperience working with diverse teams

The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Bangalore, Hong Kong and other major financial centers around the world. Divisional Overview: Goldman Sachs Global Investment Research division (GIR) delivers value-added research to clients in the equity, fixed income, currency and commodities markets. Goldman Sachs develops global client-focused research in economics, portfolio strategy, derivatives and equity and credit securities. Our clients use these insights and investment ideas to develop their strategies. GIR produces original, fundamental research and analysis of industries, companies and economies. Our research teams continually identify and analyze financial information, strategic issues and trends that affect companies, industries and markets on a regional and global scale. Role overview: The role of a research business analyst based in Bangalore is to work closely with global analyst teams in producing cutting edge research. Analysts are aligned to a specific geography and sector and will be involved in compiling, summarizing, and analyzing market based data and writing research reports. Job Responsibilities: Build & maintain basic models (for both covered and not covered companies) Market share, macro trend, and cross company and sub sector data analysis Company specific projects Statistical analysis of economic data, fundamentals, and relevant correlations of data Listen to and produce briefing notes on comparative companies conference calls not covered by the team Update monthly reports, marketing book, and weekly shells Update and maintain daily valuation sheets Check through annual reports for discrepancies/additional data Assist in writing research reports Basic Qualifications: Master s degree in finance, economics, accounting or related field Minimum 6 months of experience in buy side/sell side research Strong communication (written and oral) and interpersonal skills Strong analytical skills Excellent understanding of Microsoft Office products, tools and utilities for business use. Preferred Qualifications: Candidate must be proactive, enthusiastic and team oriented Ability to prioritize and make decisions in a fast-paced environment Accuracy and attention to detail Goldman Sachs is an equal opportunity employer. The Goldman Sachs Group, Inc., 2014. All rights reserved

Receive calls from clients and execute orders as a trader/dealer Read research reports and share views with clients to collaborate and make an easy trading process with customers Conduct meeting with clients as part of client servicing and cross-selling other financial products Understand the market updates for the day to provide accurate information to the client Profile customers based on their investment trends and past record available with us

We are looking for an enthusiastic and analytical entry-Level Research Associate to join our Equity Research team. The ideal candidate should have a keen interest in the stock market, a good grasp of financial statements, and the ability to analyse company performance and market trends. This is an excellent opportunity to start your career in financial research with hands-on exposure to live markets. Location : Ahmedabad Key Responsibilities: Conduct Fundamental Analysis of listed companies by evaluating financial statements such as Balance sheets, Profit & Loss accounts, and Cash flow statements. Thorough understanding of every line item in the Financial Statements Should be able to make financial models for companies Conduct on-ground research, including but not limited to channel checks, meeting management, meeting competitors, etc. Assist in preparing stock reports, sector updates, and investment recommendations. Track portfolio companies, including but not limited to monitoring corporate actions, earnings reports, and news flows impacting stock performance. Assist the senior Analyst and head of research in the process of research Maintain and update research databases , models, and performance trackers. Participate in earnings calls, analyst meets , and market-related webinars. Qualifications & Skills: Bachelors degree in Finance or related field (MBA/CA/CFA Level 2 preferred). Strong understanding of financial statements, especially balance sheets and cash flow analysis. Good knowledge of stock markets, equity valuation concepts, and financial ratios. Proficiency in Excel; knowledge of tools like Capitaline, Bloomberg, or any research software is a plus. Excellent analytical, quantitative, and communication skills. Ability to work in a fast-paced environment with attention to detail. Passion for stock markets and eagerness to build a career in equity research. To Apply: Please send your resume on hr@pravinratilal.com or you may directly contact on 07926553774.

ROLES AND RESPONSIBILITY: Analyze, underwrite, and monitor transactions in listed equity, REITs/Invits and debt. Analyze investment risks, growth opportunities, asset quality and projected returns. Prepare investment notes for IC as well as investors and prepare memos as well as research notes. Build and maintain detailed excel models analysing the opportunity. Portfolio monitoring on a day-to-day basis. Study and monitor market trends regularly to find new investment opportunities. Work closely with Sales, Marketing, Product, Tech and Operations teams for launching and funding a new investment strategy/product. Stay abreast of regulatory updates and changes in the financial advisory industry, including but not limited to the PMS and IA regulations. CRITERIA: At least a bachelor's degree from Tier-1 colleges with top academic credentials; CFA / CA First Attempt / MBA from Tier-1 colleges is a plus. At least 1- 3 years of equity investment/ research experience. Strong quantitative and presentation skills including MS Excel and MS PowerPoint. Attention to detail with strong written and oral communication skills. Motivated, proactive, hard worker willing to put in all hours to get the job done. Comfortable with working in a start-up in a dynamic environment.

About the Company- A leading global investment firm with a strong presence in alternative asset management, managing assets across credit, private equity, real assets, and listed equities. The firm is known for its long-term, value-oriented approach and serves institutional investors across the globe. Role Overview- We are looking for a high-performing and motivated Product Specialist to support private credit strategies. This is a dynamic, content-driven role at the intersection of investments, client relations, and strategic marketing. You will collaborate with global stakeholders to create impactful materials, respond to investor queries, and support fundraising and product development initiatives. Key Responsibilities- - Develop and maintain investment content, pitch decks, client presentations, investor letters, and custom marketing materials - Partner with internal teams to support fundraising efforts, including LP research, competitive analysis, and marketing messaging - Collaborate with client relations, investment teams, and compliance to deliver clear and compliant communications - Participate in investor calls and portfolio reviews; serve as a product expert internally and externally - Contribute to product development research and identify new market trends and opportunities Preferred Experience & Skills- - 1-5 years in investment banking, investment research, financial writing, or a product specialist role - Exposure to structured products, asset-backed finance, or private credit preferred - Strong analytical and communication skills; ability to simplify complex financial ideas - Highly organized, detail-oriented, and capable of managing multiple projects - Proficiency in PowerPoint, Excel, and collaborative tools (e.g., Teams) - A curious mindset and a strong interest in financial markets What Company Offers- - A high-impact, visible role in a globally integrated investment environment - Opportunity to work closely with senior leadership and investment professionals across geographies - A collaborative, learning-oriented culture that values initiative and quality

Plan, manage, implement proper Financial Discipline in the organization. Own financial models, cash flow forecasts, and revenue projections Track key metrics, P&L, and unit economics across business lines Monitor spend vs. plan and provide actionable insights Analyze campaign ROI, product margins, and pricing structures Build reports for investors, internal stakeholders, and partners Support scenario planning and growth strategy with data Manage cash flow effectively to ensure optimal utilization of funds Explore and implement strategies to improve working capital efficiency

Assist in conducting financial and market research. Prepare reports and presentations based on research findings. Support senior analysts in data collection and analysis. Monitor industry trends and news for relevant insights.

Assist in conducting financial and market research. Prepare reports and presentations based on research findings. Support senior analysts in data collection and analysis. Monitor industry trends and news for relevant insights.

Qualification: Qualified CA with minimum 2 years exp. Responsibilities: * Collaborate with team on portfolio strategies * Prepare equity research reports with financial modeling & valuations * Analyze companies using fundamental analysis techniques

Job Summary: As an Equity Research Analyst” you will be responsible for conducting in-depth financial analysis, evaluating market trends, and providing investment recommendations to assist management in making informed decisions related to equities. This role requires a keen understanding of financial markets, strong analytical skills, and the ability to interpret complex financial data. Key Responsibilities: Gathering and assessing securities data including industry-related stocks. Analysing company financial reports to determine the market performance of existing securities. Assisting with company initial public offerings (IPO), including a stock's value, capitalization, and target price. Developing and delivering investment reports to the financial manager and the investment team. Providing direction and expert advice on securities to buy, sell, or hold. Monitoring industry and market trends for changes and investment opportunities. Staying up to date with the latest industry news including company sales and mergers. Preparing detailed internal investment reports as well as external reports for public presentation. Qualifications: Master’s degree in CA, Inter CA, MBA, Finance or related field. Minimum of 3 years of experience in equity Research. Fresher CA can also apply. Strong knowledge of Fundamentals, and due diligence.

Overview:A leading global investment firm is seeking resourceful candidates to join our Asset-Backed Securities (ABS) and Fundamental Equities (FIG) teams. These teams are part of Financial Research group, responsible for generating new growth ideas and providing high-quality, in-depth support for new business development and strategy research. This role offers a unique opportunity to work with some of the brightest minds in the industry, contributing to strategic decision-making processes. The position is open for Hyderabad, Bengaluru, or Gurugram, India. What's in it for you?- Competitive compensation & outstanding career growth- Exposure to global equity markets (US, UK, etc.)- Work on high-impact projects in Banking, FIG, Specialty Finance, Housing & CRE- Collaborate with top professionals in investment researchWho should apply? - 5+ years of experience in investment research- Strong financial modeling & fundamental analysis skills- Background in Finance/MBA/CFA/CA- Excellent communication & analytical skills Why Join the company-- Competitive Compensation- We offer a highly competitive salary and benefits package.- Work-Life Balance- Our firm values a healthy work-life balance, ensuring you have time for personal and professional growth.- Professional Development- Enjoy extensive opportunities for career advancement and continuous learning.- Join a firm where your expertise and passion for equity research will make a significant impact. Don't miss this opportunity-apply now!

Overview: They are seeking a highly motivated and resourceful individual to join our Primary Research Group in India. Based in Gurgaon, Hyderabad, or Bengaluru, our team operates in a close-knit environment, fostering collaboration and celebrating both individual and group successes. Company offers an agile and intellectually stimulating work environment, providing ample opportunities for career growth and the ability to impact the organization's success. Responsibilities: - Provide knowledge-as-a-service and support traders/analysts on urgent and time-sensitive investment research requests. - Facilitate differentiated insights and assist traders in making informed decisions. - Conduct extensive research and leverage a broad range of fundamental research products to generate actionable insights. - Manage custom projects and connect analysts with a dynamic network of top-tier professionals. - Collaborate with in-house technology teams to automate processes and streamline workflow for operational efficiency. Requirements: - Bachelor's or Master's degree with up to 8 years of experience in consulting, financial services, market research, recruiting, or other professional services. - General understanding and interest in consulting and financial markets, with analytical and unconventional thinking skills. - Self-motivated with the ability to synthesize information and interest in fundamental research. - Strong multitasking and prioritization skills with high accuracy and attention to detail. - Excellent verbal and written communication skills in a business-focused setting. - Ability to work effectively both independently and as part of a team. - If you are a proactive and analytical individual seeking an intellectually stimulating work environment with opportunities for growth, we encourage you to apply. Location: Gurgaon/Gurugram Bangalore Hyderabad,Jammu,Gandhinagar,Vadodara,Surat

Role Overview: Looking for experienced and detail-oriented professionals to join the Fundamental Equities Privates team within the Financial Research group. This role offers an exciting opportunity to work closely with front-office teams to evaluate and monitor private investment opportunities globally, particularly in the technology and software sectors. Key Responsibilities: - Conduct end-to-end evaluation of private firms (early to late stage), focusing on unit economics, TAM, customer cohorts, and industry positioning.- Build robust financial models and perform valuation analysis using limited and varied data sources.- Drive investment write-ups, prepare presentations, and contribute to due diligence via data room analysis.- Participate in calls with company management and industry experts to validate investment hypotheses.- Track and monitor portfolio companies and provide ongoing performance updates to investment teams. Candidate Profile: - 5+ years of investment research experience in technology, software, or services sectors.- Strong hands-on expertise in financial modeling and valuation.- Prior experience in private equity, venture capital, or investment banking preferred.- Outstanding analytical skills and attention to detail.- Excellent written and verbal communication skills.- Degree in finance or related field; CFA or MBA (preferred but not mandatory).

* Minimum 6 months internship * Keep track and prepare report on sectors, stock, results, and con-calls * Preparing report and Advising clients on equity and mutual funds investments * Generate investment ideas on fundamental & technical analysis

Responsibilities: * Conduct equity research & analysis using technical tools. * Collaborate with investment team on portfolio management. * Intraday or swing Trading * Monitor market trends, identify opportunities. * Prepare reports, present findings

Job Description: - Developing models: Building and improving mathematical models for trading, forecasting, or data processing - Conducting research: Analyzing large datasets to identify trends and insights, and conducting research on financial markets and economic conditions - Back testing: Testing and implementing trading models and signals in a live trading environment - Creating reports: Summarizing findings and insights in detailed documents or presentations for non-technical stakeholders - Using unconventional data: Using unconventional data sources to drive innovation - Translating algorithms: Translating algorithms into code - Managing portfolios: Managing and fine-tuning investment portfolios to maximize returns while minimizing risks - Product Notes: Writing a detailed Product Note with all information including data to support the strategy - Pseudo Code: Capability to write Pseudo Code to test the strategy - Systems: Good understanding of the Trading Systems and trade execution process to limit latency and slippages Investment Management: - Oversee the development and implementation of investment strategies and asset allocation models. - Monitor market trends and economic indicators to make informed investment decisions. - Ensure adherence to the firm's investment policies and risk management guidelines. Compliance and Risk Management: - Ensure the firm's practices comply with SEBI regulations and other relevant legal requirements. - Conduct periodic audits and reviews to maintain high standards of regulatory compliance. - Implement and monitor internal controls to manage and mitigate risks effectively. Qualifications: - Bachelor's degree in finance, economics, business administration, or a related field; advanced degrees (MBA, CFA, CFP) preferred. - Relevant experience in mathematics, statistics, computer science, or finance preferred - NISM Series XV and Series X A&B certification - Minimum of 5-10 years of experience in building technical trading and Quantitative Strategies - Deep knowledge of SEBI regulations and compliance requirements. - Proven ability to develop and execute strategic initiatives. - High ethical standards and a commitment to acting in clients' best interests

Role Overview- We are looking for a high-performing and motivated duct Specialist to support private credit strategies. This is a dynamic, content-driven role at the intersection of investments, client relations, and strategic marketing. You will collaborate with global stakeholders to create impactful materials, respond to investor queries, and support fundraising and duct development initiatives. Key Responsibilities- - Develop and maintain investment content, pitch decks, client presentations, investor letters, and custom marketing materials - Partner with internal teams to support fundraising efforts, including LP research, competitive analysis, and marketing messaging - Collaborate with client relations, investment teams, and compliance to deliver clear and compliant communications - Participate in investor calls and portfolio reviews; serve as a duct expert internally and externally - Contribute to duct development research and identify new market trends and opportunities Preferred Experience & Skills- - 1-5 years in investment banking, investment research, financial writing, or a duct specialist role - Exposure to structured ducts, asset-backed finance, or private credit preferred - Strong analytical and communication skills; ability to simplify complex financial ideas - Highly organized, detail-oriented, and capable of managing multiple jects - ficiency in PowerPoint, Excel, and collaborative tools (e.g., Teams) - A curious mindset and a strong interest in financial markets

An Equity Research Analyst is a financial professional who analyzes securities, industries, and market trends to provide investment recommendations to investors . Experience in researching equity, commodities, gold, currency and other securities is an essential skill set. Buy or sell recommendation in securities is the skill a research analyst owns. offering insights and analysis to help investors make informed decisions. Key Responsibilities of an Equity Research Analyst: Conduct In-depth Financial Analysis: Analyze company financials, earnings reports, industry trends, and market data to assess investment opportunities. Develop Financial Models: Build and maintain financial models to forecast company performance and make investment recommendations. Generate Investment Recommendations: Provide specific buy, sell, or hold recommendations based on thorough research and analysis. Create Research Reports: Compile reports outlining research findings, analysis, and investment recommendations for investors. Track Market Trends and Events: Monitor market developments, earnings calls, and macroeconomic factors to identify potential impacts on investment decisions. Communicate with Stakeholders: Present research findings to management, fund managers, and other company stakeholders. Collaborate with Teams: Work with other analysts and professionals to develop investment strategies. Stay Updated on Regulations: SEBI's regulations ensure compliance with regulatory standards, including disclosure requirements and conflict of interest rules. Requirements: Applicants must meet specific eligibility criteria, including passing a NISM certification exam , In essence, an Equity Research Analyst is a skilled professional who provides valuable insights into the financial markets, helping investors make informed decisions and manage their portfolios effectively

Responsible for building a high performing team to ensure service levels are met, and to prioritize and adapt work to align with organizational goals . Champion continuous improvement initiatives, and support and adapt to changes in technology Required Candidate profile 6- 8 yrs exp in Capital market Investor Services. Providing day-to-day Investor services to both Fund Manager & the investors. Meeting the delivery of services to clients against a pre-agreed SLA

Are you passionate about financial markets and eager to drive your own work agendaJoin our dynamic Investment Research Team within Wealth Management Investment Solutions. Enhance investment processes and coordinate research efforts to boost efficiency across our Investments platform. As a Risk Manager within the Investment Research Team, you will enhance investment processes and coordinate research efforts. You will focus on risk management within the portfolio management process, overseeing portfolio risk-related products. Your role will drive efficiency and innovation across our Investments platform. Job Responsibilities Manage and enhance proprietary risk models. Conduct quantitative and statistical research. Address ad hoc requests related to model output. Support Portfolio Management and Risk Management teams. Collaborate with multiple stakeholders. Analyze portfolio performance and risk management. Develop analytical tools for investment solutions. Coordinate investment research efforts. Enhance investment processes for efficiency. Oversee portfolio risk-related products. Drive innovation within the team. Required Qualifications, Capabilities, and Skills Demonstrate 1+ years of analytics experience. Understand financial markets and products. Exhibit broad capital markets experience. Possess programming skills in Python. Conduct statistical and financial analysis. Manage multiple priorities effectively. Work independently in a fast-paced environment. Preferred Qualifications, Capabilities, and Skills Hold CFA, FRM, or MBA Finance. Show investment and risk management experience. Display proficiency in Microsoft Office. Engage with macro-economic and market events. Apply knowledge of asset classes and risk profiles. Utilize advanced analytical techniques. Collaborate effectively with diverse teams.

Job Summary: We are seeking an AI-Assisted (ChatGPT) Content Writer to create insightful, engaging, and data-driven articles on private market topics. This role involves leveraging AI tools such as ChatGPT to generate content and support our AI chatbot engineer. The ideal candidate has a strong command of the English language and a solid understanding of private market concepts, including pre-IPO investments, secondary market trends, private market unicorn companies, and venture capital. Requirements and Qualifications: 3+ years of experience in writing, financial journalism, investment research, or content marketing, with a focus on private markets and pre-IPO landscapes. Strong understanding of private market concepts, venture capital, private equity, and secondary markets. Proficiency in using AI-driven writing tools like ChatGPT to create content. Excellent writing, editing, and analytical skills in English, with the ability to simplify complex financial topics. Experience working in a fast-paced environment with multiple stakeholders. Familiarity with SEO best practices and digital content strategy is a plus. Roles and Responsibilities: Research and write high-quality articles on private market topics using ChatGPT, covering areas such as pre-IPO investments, secondary market trends, and private market unicorn companies. Utilize ChatGPT to generate content drafts, analyze market data, and refine key insights. Collaborate with the clients Marketing Team to ensure content aligns with the clients brand voice, market expertise, and business goals. Stay updated on private market developments and industry trends. Optimize content for SEO and user engagement, leveraging ChatGPT. Skills : -AI-driven writing,ChatGPT, financial journalism, investment research, content marketing, private market knowledge, venture capital, private equity, secondary markets, SEO best practices, digital content strategy, writing and editing (English), analytical skills, market data analysis, collaboration, fast-paced environment adaptability. Location : - Remote