Job Title: Research Analyst Alternates

Experience: 2–5 years

Location: Mumbai

Function: Investment Research

Roles & Responsibilities

-
Conduct qualitative and quantitative research across AIFs, PMS, Private Equity, Venture Capital, REITs, InvITs, Structured Products, GIFT City products and Global Alternatives.

-
Evaluate investment opportunities, fund managers, investment strategies, portfolio construction, risks and return drivers.

-
Prepare investment notes, research reports, comparative analyses and thematic research to support investment decisions.

-
Conduct manager and product due diligence, including research, documentation and management interactions.

-
Support the Investment Committee with presentations, analysis, recommendations and follow-ups.

-
Monitor existing investments, market developments, regulations, competitors and emerging investment themes.

-
Maintain structured manager databases, research repositories and investment documentation.

-
Work closely with Investment, Product, Advisory and Relationship Management teams.

-




Leverage AI tools and technology to improve research quality, speed, analysis and workflow efficiency.

-
Identify current investment opportunities and emerging strategies relevant to client portfolios.

Requisites

-
Bachelor's/Master's degree in Finance, Economics, Commerce, Business, Fintech or related fields.

-
CFA / CAIA / MBA / CA or equivalent qualification preferred.

-
Strong understanding of capital markets and alternative investments.

-
Good financial analysis, research and analytical skills.

-
Strong proficiency in MS Excel and PowerPoint.

-
Familiarity with Bloomberg, Morningstar or similar research platforms is an advantage.

-
Hands-on experience with AI tools such as ChatGPT, Claude, Gemini, Perplexity or NotebookLM.

-
Knowledge of Python, SQL or workflow automation is an added advantage.

-
Strong written and verbal communication skills with excellent attention to detail.

-
High ownership, intellectua

📌 Research Analyst (Mumbai)
🏢 Samar Capital
📍 Mumbai