Investment Analyst (Direct Equity Focus)- Mumbai

We are seeking a highly motivated Chartered Accountant (first attempt preferred) with a strong passion for direct equity investing in long-only strategies. The role offers exposure to investment research, portfolio monitoring, and strategic projects across asset classes, with a primary emphasis on detailed equity analysis and fundamental research with proficiency in AI tools and data analysis.

Key Responsibilities

Investment Research & Analysis
Conduct fundamental research and valuation of listed companies for long-only equity investments.
Assist in evaluating, selecting, and monitoring ETFs, Mutual Funds, AIFs, Private Equity, and direct equity holdings.
Prepare detailed investment recommendations with focus on sector trends, competitive positioning, and earnings forecasts.

Portfolio Monitoring & Reporting
Maintain investment trackers, performance dashboards, and exposure summaries.
Monitor portfolio holdings versus benchmarks and prepare periodic performance reports for internal stakeholders.

Strategic Projects
Support research on asset allocation strategies and new investment products.




Contribute to thematic reports on emerging market prospects, sector deep-dives, and macroeconomic developments impacting equity markets.

Candidate Profile

Education & Credentials
Chartered Accountant (first-attempt pass preferred).
CFA Level I/II cleared or in progress (optional but preferred).
Some prior experience in equity research required

Skills & Competencies
Strong passion for equity research, particularly long-only investment strategies.
Proficiency in financial statement analysis, ratio analysis, and valuation methodologies (DCF, comparable, sector multiples).
Robust analytical and quantitative skills with proficiency in MS Excel and PowerPoint.
Ability to synthesize large volumes of data into clear investment views.
Excellent communication skills, both written and verbal.

Attributes
Self-driven, detail-oriented, and able to work independently.
Demonstrated curiosity about markets, sectors, and companies.
Commitment to long-term investing principles and disciplined research approach.

Location

Mumbai (Full-time, In office)

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