ROLES & RESPONSIBILITIES:

1. Undertaking fundamental research on portfolio companies and companies under evaluation and in portfolio
2. Develop and maintain financial models.
3. Prepare, pitch, and maintain detailed and compelling financial research summaries/ reports and

presentations.
1. Regularly monitor developments in the selected sector
2. Advising the Fund manager on investment decisions
3. Assisting the portfolio manager for overall risk management of the fund
4. Developing expertise in relevant sectors where Fund invests

SKILLS AND COMPETENCIES REQUIRED
- Exposure to fundamental financial principles and experience of applying these
- Ability to communicate clearly and confidently
- Aptitude for ongoing personal and professional development

 Sound MS Excel, Maths and presentation skills

 Previous experience gained in a similar role in an AIF, Mutual Fund or similar organization

ELIGIBILITY CRITERIA

1. Qualification – CA/CFA/ MBA-Finance
2. Applicant should be ok for Goregaon (East), Mumbai Location (5 days working).
3. Applicants must have solid proficiency in Microsoft Office. (Especially Excel and Power point)

📌 Sr. Research Analyst (Mumbai)
🏢 Mangalam Placement
📍 Mumbai