ROLES & RESPONSIBILITIES:
Undertaking fundamental research on portfolio companies and companies under evaluation and in portfolio
Develop and maintain financial models.
Prepare, pitch, and maintain detailed and compelling financial research summaries/ reports and

presentations.
Regularly monitor developments in the selected sector
Advising the Fund manager on investment decisions
Assisting the portfolio manager for overall risk management of the fund
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 career 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:
Qualification – CA/CFA/ MBA-Finance
Applicant should be ok for Goregaon (East), Mumbai Location (5 days working).
Applicants must have solid proficiency in Microsoft Office. (Especially Excel and Power point)

📌 Sr Research Analyst Mumbai
🏢 Mangalam Placement
📍 Mumbai