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Investment Research Analyst

Investment Research Analyst

Club Millionaire Financial Services Private LimitedMumbai, Maharashtra, India
11 days ago
Job description

Company Description :

Established in 2007, Club Millionaire is a professionally managed and one of India’s well-reputed, SEBI registered, Portfolio Management Services firm. What started off as a modest entrepreneurial venture to advise family and friends, today manages the financial savings of over Rs. 3,300 crore, for 1,000+ select clientele across 29 countries worldwide, from its offices in Cochin and Mumbai, India.

Club Millionaire is known for its trust-based culture, fair policies and ethical practices. We believe trust is a powerful motivator and your autonomy is more value-enhancing than a typical command-and-control structure. We emphasize incentive payment by results. Our code promotes honesty, integrity, selection and promotion purely on merit.

We are Looking For :

A Research Analyst who can assist and provide insights by analyzing documents and data, tracking trends, building financial models, and preparing research reports to help the Portfolio Manager make informed decisions.

Your Role :

  • Deep-dive research into Indian listed companies
  • Build simple, well-reasoned investment theses
  • Track key developments, financials, and competitive dynamics
  • Work closely with the investment team to refine ideas
  • Communicate your views with logic and clarity—both in writing and conversation

What Matters to Us :

  • You can think independently
  • You can write clearly and make a point thoughtfully
  • You have curiosity, patience, and a long-term attention span
  • CFA / CA / MBA may help—but real insight matters more
  • Job Benefits :

  • Financial Security : Your salary will be commensurate with your skills and experience, be among the best in the industry.  Health Insurance for family, training allowance, and retirement benefits will be part of the salary package. Discounts of 64% on managing your personal investments. Additional Incentives of 32% on client referrals. Shadow or stock options on completion of 5 years.
  • Professional Growth : Opportunities for skill enhancement through training programs and external consultants. Career advancement prospects to be a fund manager of the firm.
  • Work-Life Balance : Paid leave, including vacations, maternity / paternity leave, and personal days with weekend holidays. Support for your mental health and well-being.
  • Recognition and Job Satisfaction : Acknowledgment for contributions through appreciation and promotion.  Opportunities to represent the firm at client meetings and important events.
  • Positive Work Environment : Collaborative and supportive team culture. Strong leadership and clear communication. Freedom and autonomy to pursue your work.
  • Personal Development : Developing soft skills like leadership, communication, and teamwork. Access to mentoring or coaching programs at 50% subsidy.
  • Application Process :

    Please email your resume along with a recent photograph and a short note (not more than 500 words) in English on the topic : “Which company would you buy—and why?”

    Send it to hr@clubmillionaire.in with the subject line : Application for Research Analyst. The selection process will involve reviewing your investment thesis, followed by a personal interview.

    We believe a great job is not just about pay but also about growth, fulfillment, and the ability to achieve a balanced and enriched life.

    Apply Promptly. Thanks.

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    Research Analyst • Mumbai, Maharashtra, India

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