Financial Services Investment Analyst

Purpose of the job

The position is responsible for generating quality investment ideas and tracking portfolio companies in BFSI space

Package : upto50L

Key Responsibilities

• Conduct fundamental research on companies to identify investment opportunities.
• Track industry trends, regulatory changes, and market movements affecting these sectors.
• Prepare investment notes, financial models, and reports to support investment decisions.
• Analyze company positioning, business growth potential, financial health, and risks for buy / sell recommendations.
• Identify companies with re-rating potential and long-term value.
• Monitor earnings releases, management commentary, and key industry developments.
• Communicate investment ideas and insights effectively to internal stakeholders and investors.
• Engage in management meetings, industry expert discussions, and competitive analysis.

Education

MBA from Tier 1 college or CA

Experience

with at least 8-10 yrs work exp.

At least 3-5 year stint with a leading sell side institutional desk ( no retail desk) or reputed buy side firm