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

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

NRole Overview:

NThe Research Analyst willsupport investment sourcing, evaluation, documentation, execution, and post-investment operations.

NThe 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.

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

NKey Responsibilities:

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

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

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

NInvestment Manager / Senior Management

NGrowth Opportunity:

NThe 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 (Bengaluru)
🏢 IdeaTown Investments
📍 Bengaluru