Investment Fund Analyst

We seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds. You’ll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.

Key Responsibilities

• Equity Research & Investment Analysis

Conduct fundamental analysis using company financials, industry trends, sectoral analysis and valuation

Develop initiation and earnings update reports, sector briefs, and investment recommendations.

Analyze and monitor fund performance, NAV movements, portfolio composition, and manager strategy.

Engage with fund managers for insights and maintain regular updates.

Build and maintain rigorous financial models (DCF, projections), test assumptions, and perform scenario analyses.

Execute financial due diligence for new funds or investment proposals.

Prepare investor-ready presentations, research dashboards, and detailed write-ups.

Deliver market commentary and fund performance summaries.

Conduct company management interactions, attend industry forums, and synthesize market developments into fund insights.

Requirements & Qualification

CFA, CA, MBA in Finance, or NISM certification for research professionals

5–12 years of equity research / fund analysis experience. Preference for those with exposure to PMS, AIFs, or mutual funds.

Proficiency in financial modelling, valuations, and use of databases such as Probe42, MCA, NSE / BSE / SEBI website

Strong Excel and PowerPoint capabilities.