We are looking for a sharp, intellectually curious Investment Research Analyst who is passionate about fundamental analysis. This is a hands-on research role spanning equity analysis, alternative investments, angel investing, portfolio performance evaluation, and data-driven decision-making.

The role involves evaluating investment opportunities across Equities, Alternative Investment Funds (AIFs), angel investing, venture capital and global investing.

Key Responsibilities

A. Fundamental Research & Equity Analysis

- Conduct fundamental research on listed & unlisted companies and sectors — financial statements, business models, management quality, and valuation metrics, DCF.
- Prepare research notes, investment summaries, and performance reports.
- Conduct internet-based research across SEBI, BSE/NSE filings, MCA and other financial portals.

E. Micro & Macro Economic Research

- Monitor macroeconomic indicators: GDP, inflation, interest rates, and fiscal data.
- Analyse economic trends and connect macro developments with sectoral and stock-level implications.
- Prepare periodic market and economic updates.

Required Skills

Technical Skills

✔ Advanced Excel — Pivot Tables, Power Query, Dashboards, Advanced Formulas, Financial Modelling

✔ Financial Ratio Analysis

✔ Fundamental Equity Research

✔ Data Analysis and Interpretation

✔ Micro & Macro Economic Analysis





✔ CMIE Database Research

✔ Internet-based Financial Research + AI

✔ Mathematics & Analytical Ability

Preferred Knowledge

- Risk management concepts
- Fundamental Equity research

Eligibility Criteria

Essential Qualifications

- MBA, Graduate or Postgraduate in Commerce, Economics, Mathematics, Statistics, Finance, Engineering, or any analytical discipline.
- Advanced proficiency in Microsoft Excel, including financial modelling, data analysis, dashboards, and advanced formulas.
- Robust mathematical, analytical, and quantitative reasoning skills.
- Understanding of financial ratios, investment evaluation methodologies, and performance measurement metrics.
- Ability to conduct internet-based financial and economic research

Compensation & Work Arrangement

- Competitive remuneration based on qualification and experience
- Full-Time position
- Dedicated, in-depth research engagement

Send your application with the following:

- Updated CV / Resume
- Brief about your personal investment (if any) — asset classes, approach, and learnings
- Any research reports, models, or work samples you have prepared
- Any other information that will establish your experience in this field of work.

Pay: From ₹30,000.00 per month

Work Location: In person

📌 FUNDAMENTAL INVESTMENT RESEARCH ANALYST (Minimum 5 YEARS EXPERIENCE, KOLKATA) (India)
🏢 Samrridhi Finvest
📍 India