Investment Research Lead Analyst

Job Description – Senior Analyst – Investment Research

About Us

AGR Knowledge Services Pvt. Ltd is a Research and Consulting firm providing outsourced research solutions to some of the world’s largest manufacturing, financial services, consulting, and technology companies. Our team has successfully delivered over 3,000 assignments for more than 250 global clients, with over two thirds of our revenue generated from repeat engagements. We work closely with private equity firms, investment banks, family offices, public investment firms on both buy-side and sell-side mandates, and with companies that are raising funds. Our expertise spans transaction support including due diligence, business valuations, and strategic assessments. AGR derives its global research expertise by leveraging three decades of strategic consulting pedigree from its parent company.

Website - www.Agrknowledge.Com Email : careers@agrknowledge.com

The team is expanding and is actively looking for passionate individuals to join the growth story.

1. Role : Senior Analyst - Investment Research

2. Qualification : CA / CFA / MBA Finance

3. Experience : 3 - 5 years

4. Location : Mumbai (Hybrid)

5. RM : Project Manager

6. Candidate Industry : Investment Research & Consulting / KPO

7. Responsibilities :

a. Handle various assignments for global financial services clients such as asset managers, PE / VC funds, family offices, investment banks and corporate M&A teams. Deliverables may include (but not be limited to) equity / credit research reports, financial models, business valuation, portfolio monitoring, due diligence, pitch books / information memorandums and macro / sector / markets analysis.

b. Work on a diverse set of projects covering different asset classes (equities, credit, real estate and funds) and geographies.

c. Understand client needs and scope out project requirements, execute projects with minimal supervision, engage with clients regularly through the duration of the project and present deliverables to clients.

8. Experience and skills :

a. Relevant research and analysis experience in equity / credit / corporate finance and advisory.

b. Excellent analytical and communication skills to effectively present to clients and understand their needs.

c. Skilled in financial analysis including financial modelling and valuation methods – DCF, SOTP, IRR, trading and transaction comparable.

d. Ability to perform in-depth analysis of companies / sectors / markets, to arrive at insightful conclusions and opinions that can feed into investment decisions.

e. Well-developed skills in MS Excel, Word and PowerPoint.

9. Personal Attributes :

a. Ability to work against tight deadlines.

b. Ability to work on unstructured projects largely independently.

c. Expertise, or great comfort with numbers.

d. Working knowledge of various statistical tools will be an added advantage.

e. Experience in research & analytics, proficient knowledge of financial markets

f. High learning agility and skills in receiving and giving feedback.

g. High level of focus, objective alignment, and emotional resilience