Job Title: Research Analyst

Location: New City Light, Surat
Salary: 30,000 – 70,000/month
Industry: Investment Advisory Firm
Timing: 10:00 AM – 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 strong 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 chance 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 insights for investment
decisions

📌 Research Analyst (India)
🏢 Accounting Baba
📍 India