Financial Research Associate - CFA Level 1 / 2

Location : Gurgaon

Experience : Fresher / Entry Level

Role Type : Full-time | Investment Research | Mutual Fund Analysis

🔍 About the Role

We are seeking highly driven CFA Level 1 or Level 2 cleared candidates who are passionate about financial markets, equity research, and mutual fund analysis. The ideal candidate should possess strong analytical skills, mastery of core finance concepts, and the ability to interpret complex financial data.

This role offers an exciting opportunity to start a career in investment research, portfolio analysis, and wealth management advisory .

📝 Key Responsibilities

• Analyse company financial statements including balance sheets, income statements, and cash flows.
• Conduct equity research , industry analysis, and comparative benchmarking.
• Prepare research reports, investment notes, and financial insights for internal and client use.
• Interpret and evaluate mutual fund portfolios , performance metrics, NAV trends, asset allocation, and risk indicators.
• Assist in building financial models , forecasting sheets, and valuation templates.
• Track market movements, economic indicators, RBI / SEBI updates, and global market trends.
• Support senior analysts in portfolio strategy, risk assessment, and product research .
• Work on data analytics, dashboards, and research presentations.

🎯 Required Skills & Qualifications

✨ Preferred Skills (Good to Have)

💼 What We Offer

📩 How to Apply

Interested candidates can send their CV to [kanika@clicktoinvest.in & deepak@clicktoinvest.in with the subject line :

“Application – CFA (Level 1 / 2) – Research & MF Analysis”