RocSearch - Associate Manager - Investment Research

• Conduct comprehensive financial and operational analysis of companies, credit instruments, and investment opportunities across assigned sectors/themes, with particular focus on Middle East, US and UK as relevant.
• Develop and maintain sophisticated financial models (DCF, comparable valuations, credit risk frameworks, LBO analysis) to support investment theses and portfolio construction.
• Perform multi-scenario stress testing and sensitivity analysis to quantify downside risks, default probabilities, and return expectations across economic cycles.
• Synthesize macroeconomic, sector, and microeconomic data to build robust investment narratives that differentiate from consensus.
• Prepare investment committee memos, pitch decks, and recommendation reports (buy/hold/sell/reduce) tailored for portfolio managers, CIOs, and institutional clients.
• Present investment ideas verbally with strong visual storytelling, translating complex quantitative analysis into compelling narratives for audiences with varying levels of financial sophistication.
• Monitor and update investment theses quarterly, incorporating earnings revisions, management guidance, regulatory changes, and market developments.
• Manage relationships with portfolio companies / credit issuers through quarterly calls, annual report reviews, and management meetings.
• Attend and actively participate in company earnings calls, industry conferences, and investor forums; synthesize insights for internal teams.
• Respond to ad-hoc research requests from clients and portfolio managers with turnaround times of 24-48 hours.
• Collaborate with sales and business development teams on research-driven thought leadership and client engagement.
• Develop and publish deep-dive industry notes, thematic research, and thought leadership pieces that articulate forward-looking market views and support client engagement.
  

Candidate Profile

• CA / CFA / MBA Finance from leading B-Schools.
• 5+ years of experience in investment research, financial modelling, and valuation.
• Advanced Excel: VBA programming, power query, advanced formula construction; ability to build dynamic, scalable models.
• Data tools: Working knowledge of Python or R for data manipulation, statistical modeling, and exploratory data analysis. Familiarity with libraries (pandas, scikit-learn, matplotlib, Beautiful(Soup) and version control (Git).
• AI/ML & Automation: Practical experience with ChatGPT, Claude, or similar LLMs for accelerating research workflows.
• Data Visualization & Dashboard Design: Proficiency in Tableau, Power BI, or similar tools to create compelling, interactive reports and dashboards.
• At least 2 years of experience in coaching and reviewing the outputs of junior team members.
• Strong understanding of financial concepts, financial statements, ratios and valuation techniques, including DCF, LBO, SOTP, comparable valuation, etc.
• Excellent financial modeling and report writing skills with experience in writing information memorandums.
• Strong quantitative aptitude and ability to draw inferences from a set of numbers / financials.
• Experience in conducting management calls, expert interviews and in-depth secondary research.
• Proficiency in using financial information databases, such as Bloomberg, Thomson Eikon, Capital IQ, Merger Market, Factiva.
• Excellent data presentation and synthesis skills with attention to detail.
• Impeccable verbal and written communication skills.
• Demonstrate learning aptitude, openness to feedback and ability to work in a team as well as individually.