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Experience: 5+ yrs

Location: Mumbai, Maharashtra, India

Job Type: Full-time

We are looking for an experienced Buy-Side Investment Analyst to conduct in-depth fundamental research and investment analysis across sectors such as Capital Goods, Oil & Gas, Metals & Mining, and Consumer Technology.

The role is suited for an investment professional with strong analytical capabilities, sector expertise, and the ability to translate company and industry-level research into actionable investment insights. You will evaluate businesses, financial performance, industry trends, management quality, and key investment risks to support informed portfolio and investment decisions.

Requirements

Key Responsibilities

- Conduct fundamental research across Capital Goods, Oil & Gas, Metals & Mining, and Consumer Technologysectors.
- Identify and evaluate potential investment opportunities within the assigned sector coverage.
- Analyse company business models, competitive positioning, industry structure, growth drivers, and key risks.
- Build and maintain detailed financial models to assess company performance, earnings potential, and valuation.
- Analyse financial statements, annual reports, investor presentations, earnings releases, and other company disclosures.
- Track quarterly results, management commentary, guidance, capital allocation, and key operating metrics.
- Conduct valuation analysis using appropriate methodologies and industry-specific benchmarks.
- Develop and maintain detailed investment theses supported by fundamental research and financial analysis.
- Monitor sector trends, macroeconomic developments, regulatory changes, commodity cycles, and competitive dynamics.
- Engage with company management, industry participants, experts, and other relevant stakeholders where appropriate.
- Track portfolio companies and reassess investment theses based on new information and changing business fundamentals.
- Identify key catalysts, downside risks, earnings drivers,



and factors that could affect investment outcomes.
- Prepare concise research reports, investment notes, presentations, and recommendations for senior investment stakeholders.
- Present research findings and investment views clearly, supported by data and independent analysis.
- Maintain a structured research process and continuously expand sector and company knowledge.
- Collaborate with the broader investment team while demonstrating independent ownership of assigned research coverage.

What Makes You a Great Fit

- 5+ years of experience in buy-side equity research, investment analysis, portfolio research, or a closely related investment role.
- Strong experience conducting fundamental equity research with a clear understanding of investment analysis.
- Demonstrated sector expertise in one or more of Capital Goods, Oil & Gas, Metals & Mining, or Consumer Technology.
- Strong financial modelling and valuation skills.
- Excellent understanding of financial statements, accounting fundamentals, and company analysis.
- Ability to evaluate business quality, competitive advantages, management capabilities, growth prospects, and investment risks.
- Strong understanding of industry and sector dynamics and their impact on company performance.
- Experience developing independent investment theses and presenting research-backed investment views.
- Robust analytical and quantitative skills with exceptional attention to detail.
- Ability to interpret complex financial and operational information and convert it into clear investment insights.
- Strong written and verbal communication skills.
- Intellectual curiosity and a strong interest in businesses, markets, industries, and long-term investment themes.
- Ability to work independently, challenge assumptions, and develop differentiated research perspectives.
- Strong ownership of research coverage, with the ability to manage multiple companies and research priorities effectively.
- Professional qualifications such as CFA, CA, or MBA in Finance would be an advantage.

📌 Equity Analyst (Mumbai)
🏢 Weekday AI
📍 Mumbai