About the Role

- As a Business Intelligence Analyst, you will work closely with global institutional investors, hedge funds, and asset managers, serving as an extension of their investment research teams.

- This role offers hands-on exposure to financial modelling, equity research, investment thesis development, valuation, and capital allocation across global markets.

- It is an excellent prospect for professionals seeking careers in asset management, private equity, equity research, or portfolio management.

- The ideal candidate should possess strong accounting knowledge, financial modelling expertise, analytical thinking, and the ability to interpret complex financial information independently.

- Candidates pursuing or holding the CFA designation will be preferred.

Key Responsibilities

Financial Modelling & Analysis : -

- Build, maintain, and enhance detailed three-statement financial models using InSyncs proprietary modelling platform and AI tools.

- Prepare quarterly earnings models, revenue forecasts, margin analysis, DCF valuations, comparable company analysis, and scenario-based forecasts.

- Convert complex financial information into accurate, client-ready analytical insights.

Investment Research : -

- Support portfolio managers and senior investment professionals with research and investment idea generation.

- Conduct in-depth fundamental research across industries and companies.

- Analyze competitive positioning, industry trends, market size (TAM), unit economics, and business performance.

- Monitor earnings calls, company filings, management commentary, sell-side reports, and industry developments.





- Utilize AI-powered research tools to improve research efficiency and accelerate insight generation.

Data Analysis & AI-Driven Research : -

- Leverage institutional datasets to perform advanced financial analysis.

- Analyze consensus estimates, ownership trends, estimate revisions, supply chain data, and market signals.

- Utilize AI-powered research assistants and data platforms to automate data extraction and analysis.

- Collaborate with product and data engineering teams to improve financial models and data quality.

Client Engagement : -

- Act as a trusted research partner for institutional investment clients.

- Deliver timely financial model updates, earnings previews, research reports, and ad hoc analytical projects.

- Build strong working relationships with client teams while understanding their investment processes and priorities.

Qualifications &

Skills : -

- Bachelors degree in Engineering or a Masters degree in Finance, Accounting, Economics, Business, or a related quantitative field.

- 1-3 years of experience in Equity Research, Investment Banking, Financial Consulting, or a similar analytical role. Exceptional fresh graduates may also be considered.

- Strong knowledge of accounting, financial modelling, and valuation techniques (DCF, Comparable Company Analysis, SOTP).

- Advanced proficiency in Microsoft Excel; exposure to FactSet or similar financial data platforms is an added advantage.

- Excellent analytical, problem-solving, and communication skills with the ability to interpret complex financial data.

- Self-driven, detail-oriented, and passionate about financial markets and investing.

- CFA Charterholders or candidates pursuing advanced levels of the CFA program will be preferred.

📌 Business Intelligence Analyst (Mumbai)
🏢 DigiRecruitx
📍 Mumbai