Job Title: Research Analyst

Location: New City Light, Surat

Salary: 30,000 â 70,000/month

Industry: Investment Advisory Firm

Timing: 10:00 AM â 7:00 PM

Minimum Qualification: CFA Level II Qualified

About the Client:

Our client is a Surat-based Investment Advisory Firm offering research-driven wealth

management and investment advisory services across equities, mutual funds, fixed-income

securities, and other financial instruments. With a disciplined, research-first investment

approach and a solid focus on long-term wealth creation, the firm is expanding its research

team and is looking for analytical finance professionals to support its growing investment

practice.

Job Summary:

We are hiring 2 Research Analysts to conduct in-depth investment research, financial analysis,

and valuation across multiple asset classes. The role involves identifying investment

opportunities, preparing research reports, supporting portfolio management, and contributing to

data-driven investment decisions.

This opportunity is ideal for candidates with experience in Equity Research,



Investment

Research, Wealth Management, Portfolio Analysis, Investment Advisory, or similar

financial research roles.

Key Responsibilities:
- Conduct fundamental research on equities, mutual funds, fixed-income securities, and
other financial instruments.
- Analyse company financial statements, industry trends, and macroeconomic
developments to identify investment opportunities.
- Develop and maintain financial models, valuation models, and investment screening
frameworks.
- Prepare research reports, investment notes, and actionable investment
recommendations.
- Support portfolio construction, monitoring, and periodic portfolio reviews.
- Track market developments, regulatory updates, and economic indicators impacting
investment strategies.
- Assist in preparing investment presentations, client proposals, and research materials.
- Collaborate with internal teams to provide research-backed in

📌 Research Analyst (Surat)
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📍 Surat