? Willingness to Relocate: Candidates must be willing to relocate to Dubai, UAE. Only apply if you are willing to relocate to Dubai.

⚠️ Qualification Requirement: Candidates with CA, CMA, or an MBA with a specialization in Finance or Operations should only apply.

Role Overview:

The Research Analyst will support investment sourcing, evaluation, documentation, execution, and post-investment operations.

The role involves collecting and evaluating investment proposals, conducting business and market research, preparing investor-ready pitch materials, coordinating with promoters, investors, and external service providers, and maintaining proper investment records and documentation.

Candidates with additional experience in investment operations, post-investment activities, record management, reporting, or portfolio coordination will be preferred.

Key Responsibilities:

- Collect, screen, and organize investment proposals across sectors.
- Analyze business models, financials, market data, and company information to support investment evaluation.
- Prepare investment teasers, pitch decks, and detailed investment memoranda.
- Coordinate with external vendors such as valuers, merchant bankers, legal advisors, and database providers.
- Liaise with promoters/owners to obtain business, financial, and operational information.
- Schedule and coordinate one-to-one meetings and video calls between promoter teams and investors.
- Maintain meeting calendars, minutes of meetings, and track deal progress.
- Maintain regular communication and follow-ups with promoters and investors.
- Maintain an organized database of proposals, contacts, and deal progress.
- Support senior team members in deal execution and investor communication.
- Maintain post-investment records, documentation, reports, and operational updates.




- Coordinate with internal and external stakeholders throughout the investment lifecycle.
- Ensure timely follow-ups, documentation, and status updates across active proposals and investments.
- Support ongoing monitoring and coordination of investments after transaction closure.

Qualification and Skills:

- CA / CMA / MBA (Finance or Operations) – Mandatory
- Strong financial analysis and presentation skills.
- Good understanding of financial statements and business models.
- Familiarity with valuation concepts and investment analysis.
- Proficiency in Microsoft Excel, PowerPoint, and MS Office.
- Strong research, documentation, and analytical skills.
- Positive communication and coordination skills.
- Ability to manage multiple stakeholders and follow up independently.
- Strong attention to detail and structured working style.
- Ability to work in a fast-paced, deal-driven environment.

Preferred Experience:

- 1–3 years of experience in research, investment analysis, corporate finance, consulting, or a related field.
- Experience in investment banking, private equity, venture capital, or corporate finance is preferred.
- Experience in investment operations or post-investment activities will be an added advantage.
- Experience in maintaining investment records, reporting, portfolio coordination, or transaction documentation will be preferred.
- Experience dealing with promoters, founders, investors, or senior management.
- Candidates with additional relevant experience may be considered based on their overall profile.

Reporting to:

Investment Manager / Senior Management

Growth Opportunity:

- The role offers exposure to live investment deals, direct interaction with promoters and investors, investment evaluation, deal execution, and post-investment operations, with long-term growth opportunities into senior investment, investment operations, or deal execution roles.

📌 Research Analyst (Mumbai)
🏢 IdeaTown Investments
📍 Mumbai