Role Overview:

We are looking for a data-driven Research Analyst who is highly comfortable working with large

volumes of financial data and can independently source, extract, clean, and interpret it. The role

sits at the centre of our research output covering IPO calls, webinar and roadshow content, and

performance reporting for our PMS, Subscription, and Infinity verticals. The ideal candidate

combines strong equity research fundamentals with excellent Excel and data-handling skills, an

eye for accuracy, and the ability to deliver time-bound, error-free research collateral.

Key Responsibilities:

IPO Analysis
- Cover the mainboard IPO pipeline end to end and publish a clear Subscribe, Neutral, or Avoid view ahead of each issue opening.
- Work through DRHPs, RHPs, and prospectuses to extract and verify financials, shareholding patterns, objects of the issue, peer valuations, and risk factors.
- Build comparable company and valuation analysis that gives every recommendation a defensible basis.




- Track how recommendations perform after listing and feed those learnings back into the calling framework.

Research Presentations and Content
- Produce presentations for webinars and road shows that are content-rich, data-backed, and error-free.
- Own the recurring research calendar across the subscription, PMS, and Infinity verticals, spanning stock ideas, market outlooks, and performance reviews.
- Bring fresh thinking to existing formats through current data points, charts, and comparisons that sharpen the narrative.
- Stand behind every number that goes out, ensuring it is sourced, cross-checked, and traceable.

Business and Partner Support
- Prepare factsheets and reporting packs for partner and B2B platforms.
- Pull together data and presentation material for the Investment Committee.• Maintain investment performance data on internal systems so reporting stays accurate and consistent across teams.
- Respond to research queries carried out by other departments.

Data

📌 Research Analyst (Mumbai)
🏢 Mentra HR Services
📍 Mumbai