Senior Investment Analyst

Key Responsibilities

Investment Research & Analysis

- Conduct fundamental research across public and private market opportunities.
- Analyse business models, competitive positioning, growth prospects, financial performance and key investment risks.
- For public markets, apply fundamental and technical analysis to evaluate investment opportunities.
- Perform top-down and bottom-up research across industries, sectors and companies.
- Develop independent investment views and assess investment thesis, risks and potential returns.

Financial Analysis, Modelling & Valuation

- Build and maintain detailed financial models for investment evaluation.
- Perform valuation using DCF, trading comparables, transaction comparables and other relevant methodologies.
- Conduct scenario, sensitivity and return analysis.
- Analyse historical and projected financial performance and key operating drivers.

Due Diligence & Investment Process

- Coordinate financial due diligence on prospective investments.
- Prepare investment notes, analysis and materials for the Investment Committee and senior management.
- Support investment evaluation from initial screening through Investment Committee review and transaction execution.

Portfolio & Stakeholder Management

- Monitor financial and operating performance of portfolio companies and track investment theses.
- Communicate with management teams, founders, advisors and other relevant stakeholders.
- Track key developments, risks and milestones across portfolio companies and prospective investments.

Candidate Profile

- Minimum 3 years of relevant investment research experience,



across public and/or private markets.
- Strong experience in investment analysis, financial modelling, valuation and financial due diligence.
- Robust understanding of businesses, industries, financial statements and capital markets.
- Demonstrated ability to conduct independent top-down and bottom-up research.
- Experience preparing investment notes, presentations and materials for senior management

Investment Committee.

- Strong analytical, quantitative and problem-solving skills.
- Ability to communicate investment views clearly and engage with management and other stakeholders.
- Ability to independently manage research and investment workstreams in a lean investment team.

Preferred Qualifications

- CFA, CA, MBA (Finance) or relevant equivalent qualification.
- Experience in investment management, private equity, venture capital, family office, asset management or investment banking.
- Experience covering both public and private market investments is an advantage.
- Strong proficiency in Excel and financial modelling.
- Strong written and verbal communication skills.

What We Are Looking For An investment professional who combines strong fundamental research, financial analysis, valuation and investment judgement.

The candidate should be able to move beyond analysis to form an independent investment view, communicate it clearly to the Investment Committee and management, and take ownership of the investment workstream from research through execution and portfolio monitoring.

Pay: ₹80,000.00 - ₹120,000.00 per month

Work Location: In person

📌 Senior Financial Analyst (Surat)
🏢 BADIYA BRAND
📍 Surat