investment-analyst-jobs-in-chengalpattu

7,067 investment Analyst Jobs in Chengalpattu

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posted 2 weeks ago
experience6 to 10 Yrs
location
All India
skills
  • Financial Modelling
  • Valuation
  • Market Research
  • Competitive Analysis
  • Quantitative Analysis
  • Analytical Skills
  • Communication Skills
  • Presentation Skills
  • Portfolio Management
  • Risk Assessment
  • Negotiation Skills
  • Deal Structuring
  • Financial Databases
  • Investment Principles
  • Financial Software
  • Analytical Tools
Job Description
As a Senior Investment Analyst in the prestigious family office and lifestyle developer based in Ras-Al-Khaimah, your role is crucial in evaluating industry sectors and organizations for investment opportunities. Your analytical acumen will be key in developing robust investment strategies and providing actionable insights to drive portfolio growth and diversification. **Key Roles & Responsibilities:** - Conduct in-depth market research and competitive analysis across multiple sectors to identify high-potential investment opportunities. - Stay informed on industry trends, economic developments, and regulatory changes impacting investment strategy. - Develop and maintain complex financial models to assess performance and forecast growth of both public and private investments. - Perform rigorous due diligence, incorporating financial, operational, and risk assessments. - Prepare detailed investment theses and recommendations for senior management. - Track and evaluate performance metrics for existing investments. - Provide actionable insights to optimize returns and mitigate risks. - Work with cross-functional teams to align investment decisions with the company's business objectives, especially within real estate. - Assist in structuring and negotiating investment deals to secure favorable terms. - Build and maintain relationships with external partners, including financial institutions, advisors, and industry experts to explore and enhance opportunities. **Required Skills & Competencies:** - Advanced financial modeling and valuation skills for listed & unlisted entities. - Proven ability in market research, competitive analysis, and sector evaluation. - Strong quantitative and analytical skills, translating data into strategic insights. - Excellent communication skills (written & verbal) with strong presentation abilities. - Knowledge of investment principles, portfolio management, and risk assessment methods. - Familiarity with financial regulations and compliance standards. - Strong negotiation skills with experience in deal structuring. - Proficiency in financial software, databases, and analytical tools. - Detail-oriented, proactive, and capable of managing multiple priorities. **Qualifications & Experience:** - Bachelor's degree in finance, Economics, Business, or related field (Masters/CFA preferred). - Exposure to family office investments is an advantage. As a Senior Investment Analyst in the prestigious family office and lifestyle developer based in Ras-Al-Khaimah, your role is crucial in evaluating industry sectors and organizations for investment opportunities. Your analytical acumen will be key in developing robust investment strategies and providing actionable insights to drive portfolio growth and diversification. **Key Roles & Responsibilities:** - Conduct in-depth market research and competitive analysis across multiple sectors to identify high-potential investment opportunities. - Stay informed on industry trends, economic developments, and regulatory changes impacting investment strategy. - Develop and maintain complex financial models to assess performance and forecast growth of both public and private investments. - Perform rigorous due diligence, incorporating financial, operational, and risk assessments. - Prepare detailed investment theses and recommendations for senior management. - Track and evaluate performance metrics for existing investments. - Provide actionable insights to optimize returns and mitigate risks. - Work with cross-functional teams to align investment decisions with the company's business objectives, especially within real estate. - Assist in structuring and negotiating investment deals to secure favorable terms. - Build and maintain relationships with external partners, including financial institutions, advisors, and industry experts to explore and enhance opportunities. **Required Skills & Competencies:** - Advanced financial modeling and valuation skills for listed & unlisted entities. - Proven ability in market research, competitive analysis, and sector evaluation. - Strong quantitative and analytical skills, translating data into strategic insights. - Excellent communication skills (written & verbal) with strong presentation abilities. - Knowledge of investment principles, portfolio management, and risk assessment methods. - Familiarity with financial regulations and compliance standards. - Strong negotiation skills with experience in deal structuring. - Proficiency in financial software, databases, and analytical tools. - Detail-oriented, proactive, and capable of managing multiple priorities. **Qualifications & Experience:** - Bachelor's degree in finance, Economics, Business, or related field (Masters/CFA preferred). - Exposure to family office investments is an advantage.
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posted 2 months ago
experience2 to 6 Yrs
location
All India
skills
  • Loan Operations
  • Process Improvement
  • Advanced Excel
  • Communication
  • Portfolio Monitoring Analysis
  • Investment Committee Support
  • Reporting Controls
  • Analytical Mindset
  • Collaborative
  • SelfStarter
Job Description
As an Investment Analyst at Blenheim Chalcot, you will play a crucial role in supporting the full lifecycle of the portfolio, focusing on the intersection of investment and operations in a dynamic entrepreneurial environment. Your responsibilities will include: - **Portfolio Monitoring & Analysis**: - Maintaining detailed cash-flow and covenant models for each borrower. - Preparing monthly dashboards highlighting performance trends, early warning indicators, and risk flags. - Leading quarterly portfolio reviews with the investment, finance, and compliance teams. - **Investment Committee Support**: - Drafting and updating IC papers for new deals, amendments, and refinancing. - Collating borrower data, market analysis, and scenario models to inform credit decisions. - Capturing minutes, action points, and follow-ups post-IC. - **Loan Operations**: - Setting up and maintaining interest schedules and waterfall models. - **Reporting & Controls**: - Reconciling facility balances monthly and quarterly for fund NAV and investor reporting. - Assisting with annual audits and responding to third-party cash-flow queries. - Owning internal record-keeping to ensure data is audit-ready and easily retrievable. - **Process Improvement**: - Partnering with technology and finance teams to automate reconciliations and reporting. - Contributing to cross-departmental projects that enhance operational resilience. To excel in this role, you should have: - **Experience**: 2+ years in credit, finance, audit, or transaction services; exposure to private debt or fintech lending is a plus. - **Technical Skills**: Advanced Excel proficiency (pivot tables, lookups, macros); comfortable working with large data sets and building cash-flow models. - **Analytical Mindset**: Naturally curious with strong attention to detail and a problem-solving approach. - **Communication**: Clear, concise writer and presenter; capable of translating numbers into insights for IC and borrowers. - **Collaboration**: Proven ability to build relationships across investment, finance, legal, and compliance functions. - **Self-Starter**: Thrives in fast-paced, entrepreneurial environments; takes ownership and drives tasks to completion. Blenheim Chalcot is a leading venture builder with a diverse portfolio of disruptive businesses across various sectors. Blenheim Chalcot India, established in 2014, serves as a launchpad for innovation and entrepreneurship, empowering visionaries to lead and build impactful solutions. One of its ventures, BCI Capital, is rapidly scaling and seeking motivated individuals to join their journey. In addition to the challenging and rewarding work environment, at Blenheim Chalcot, you can expect: - Be part of the Worlds Leading Digital Venture Builder - Learn from diverse talent in BC - Exposure to challenges and continuous learning within a culture that promotes development - Opportunity to work with Gen AI - Fun and open atmosphere with 24 days of annual leave, private medical, and life insurance benefits Blenheim Chalcot values diversity, inclusion, and meritocracy, fostering a culture where differences are celebrated, and individuals are recognized based on their skills and talent. Join us on our journey of innovation and growth.,
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posted 2 months ago

Investment Analyst

Tandem Accounting Services Pvt Ltd
experience4 to 8 Yrs
location
Chennai, Tamil Nadu
skills
  • Financial Modelling
  • IRR
  • DCF
  • Collaboration
  • Financial Statements Preparation
  • Investment Memorandums
  • Pitch Decks
  • ROI Calculations
  • Valuation Methodologies
  • Financial Data Analysis
Job Description
As an Investment Analyst at our consulting firm, you will play a crucial role in supporting our team with financial analysis and strategic decision-making. Your responsibilities will include: - Preparing projected financial statements and investment memorandums. - Developing compelling pitch decks for investor presentations. - Performing financial modelling using various methodologies such as IRR, DCF, and ROI calculations. - Analysing and interpreting financial data to provide insights for business decision-making. - Collaborating effectively with internal teams to support strategic initiatives. Qualifications required for this role include: - MBA/CA/Engineer qualification. - 4-5 years of relevant experience. - Experience in the Engineering, Oil & Gas industry is advantageous. In addition to the exciting work you'll be doing, we offer a competitive compensation package with no constraints on CTC for the right candidate. Our benefits include a flexible schedule, health insurance, and Provident Fund. This is a full-time position with a day shift schedule, and the work location is in person.,
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posted 2 months ago

Investment Analyst

Arena Investors, LP
experience3 to 7 Yrs
location
Karnataka
skills
  • Financial modeling
  • Data analysis
  • Investment analysis
  • Structural analysis
  • Financial analysis
  • Written communication
  • Verbal communication
  • AssetBacked Securities ABS
  • MortgageBacked Securities MBS
  • CLOs
  • Collateral analysis
  • Relative value analysis
  • Excel proficiency
Job Description
Role Overview: You will be responsible for developing bespoke financial models, conducting data/investment analysis for potential investment opportunities in Asset-Backed Securities (ABS), Mortgage-Backed Securities (MBS), and CLOs. Additionally, you will be analyzing collateral and structures across multiple asset classes, monitoring the performance of existing positions and public markets, and distilling large sets of data into actionable insights for the investment team. You will also be participating in portfolio company monitoring, post-closing events, and assisting in the preparation of investment memoranda. Collaboration with internal functional groups including Asset Management, Treasury, and Operations to improve processes, reduce risks, and enhance controls will be a key aspect of your role. Key Responsibilities: - Developing bespoke financial models - Performing data/investment analysis for potential investment opportunities in ABS, MBS, and CLOs - Conducting collateral and structural analysis across multiple asset classes - Monitoring performance of existing positions and public markets - Collating and distilling large sets of disparate data into actionable insights - Participating in portfolio company monitoring and post-closing events - Performing financial analysis and relative value analysis for potential investments - Assisting in the preparation of investment memoranda - Coordinating with internal functional groups including Asset Management, Treasury, and Operations - Contributing to improving processes, reducing risks, and increasing controls Qualifications Required: - Must be intellectually curious, have a strong work ethic, and be technically proficient - Ability to thrive in a dynamic and entrepreneurial environment with the utmost level of personal integrity - Post-graduate degree in finance from a Tier-1 institution - Minimum 3 years of experience in the finance sector with exposure to credit investments. Knowledge of Structured Products including ABS/CLO/MBS is a plus - Proficiency in Excel. Ability to write macros/computer programming is a plus - Excellent written and verbal communication abilities Additional Details: The company provides medical insurance of INR 10,00,000 that includes coverage for one set of parents, spouse, first two living children, and yourself. This insurance is fully paid up by Quaestor Advisors India Pvt Ltd. Furthermore, the company offers a group term life insurance and group personal accidental insurance, both employee-specific and fully paid up by Quaestor Advisors India Pvt Ltd. Additionally, there is an OPD coverage on a reimbursement basis of INR 25,000 per Indian financial year, prorated as per your joining date.,
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posted 2 weeks ago
experience1 to 5 Yrs
location
Maharashtra
skills
  • Financial Analysis
  • Financial Modeling
  • Valuations
  • Benchmarking
  • Business Development
  • Market Research
  • Due Diligence
  • Portfolio Management
  • Written Communication
  • Verbal Communication
Job Description
As a candidate for this position, your primary role will involve providing support towards Due Diligence, Sector Coverage, and Business Development. Your key responsibilities will include: - Supporting the team in financial and commercial due diligence of clients, which includes analyzing and interpreting financial statements, preparing trading and transaction comparables, conducting modeling and valuations, and benchmarking for companies. - Participating in business development activities to reach out to potential clients. - Preparing internal documents, memos, and pitches for prospective deal situations with strong qualitative and quantitative analysis. - Creating a comprehensive information base around select verticals and businesses to help identify key trends, drivers, and future trajectory viewpoints. - Conducting multi-source research from databases, analyst coverages, industry reports, and company reports. In terms of Deal Execution, you will be responsible for: - Preparing collateral, including detailed financial models, investor memoranda, valuation materials, and data books with analysis and insights. - Managing the due diligence process and gradually front-ending the relationship with client representatives. - Assisting in overall deal coordination with the senior team in monitoring the portfolio. To be successful in this role, you should have the following qualifications and skills: - Prior experience in Private Credit or related financial services (minimum 1 year), with preference given to CA candidates. - Being a self-starter with a high energy level, orientation for excellence, accountability, and an entrepreneurial mindset. - Excellent written and spoken English skills are a must for effective communication. This position offers an opportunity to work on diverse tasks related to due diligence, sector coverage, business development, and deal execution within the financial services industry.,
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posted 2 months ago
experience2 to 6 Yrs
location
Maharashtra
skills
  • Investments
  • Finance
  • Financial Modeling
  • Portfolio Management
  • Analytical Skills
  • Quantitative Analysis
  • Qualitative Analysis
Job Description
Role Overview: As an Investment Analyst (Alternative Investments) at Eqclique in Mumbai, you will be responsible for analyzing investments in various asset classes, including startups, Alternative Investment Funds, Real Estate, Structured Products, and other alternative investment products. Your role will involve conducting financial modeling, managing investment portfolios, and providing valuable insights into investment opportunities. Key Responsibilities: - Analyze investments across different asset classes - Perform financial modeling to assess investment opportunities - Effectively manage investment portfolios - Collaborate with team members to achieve investment goals Qualification Required: - Proficiency in Investments and Finance - Strong analytical skills and expertise in Financial Modeling - Experience in Portfolio Management - Excellent quantitative and qualitative analytical abilities - Capability to work effectively in a team setting - Prior experience in the investment industry - Bachelor's degree in Finance, Economics, or a related field,
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posted 2 months ago
experience2 to 6 Yrs
location
Haryana
skills
  • Financial Analysis
  • Valuation
  • Research
  • Analytical Skills
  • Communication Skills
Job Description
As an Investment Analyst in Public Markets, you will be part of a small team responsible for finding and evaluating public market opportunities. Your key responsibilities will include: - Running top-down filters on market data to screen for prospective opportunities. - Conducting in-depth analysis of financial statements and company filings such as annual reports, quarterly results, and earnings call transcripts. - Conducting secondary research on various industries and evaluating the competitive landscape for prospective opportunities. - Conducting primary research and due diligence on potential investment opportunities. - Performing valuation exercises using methods such as relative valuation. - Assisting in the firm's Business Development efforts, communication, and digital marketing outreach. - Being flexible and enthusiastic about taking on new work opportunities. To excel in this role, you should possess the following qualifications and experience: - Graduation from a top-tier Engineering/CA/Management/BBA college in India. - Minimum of 2 years of experience in consulting, investment banking, or equity research. - Strong understanding of reported metrics in financial statements. - Experience in company evaluation and financial modeling. - Excellent research and analytical abilities. - Strong interpersonal skills and exceptional written and oral communication. - Interest in creating engaging content on investing ideas and strategies will be a plus, as the role may involve assisting the Partners in conducting webinars and presentations. - Ability to quickly adapt and work effectively and independently in a startup environment. Please note that the compensation package for this position is in the range of 20-25 LPA.,
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posted 6 days ago
experience1 to 5 Yrs
location
Haryana
skills
  • Financial forecasting
  • Financial reporting
  • Financial modeling
  • Variance analysis
  • Data interpretation
  • Forecasting
  • Excel dashboards
  • Operational metrics tracking
  • Financial data analysis
  • Credit Notes preparation
  • Trend identification
  • Process improvements
Job Description
Role Overview: You will be part of a group comprising of three verticals - Asset Management, Alternative Investment Fund, and Financial Advisory, providing comprehensive financial and advisory services to corporates at various stages of their lifecycle. Your core responsibilities will include buyout and management of stressed assets, revival of companies under insolvency, and liquidation. The office location for this role is in Phase II, Cyber City, Gurugram. Key Responsibilities: - Perform financial forecasting, reporting, and operational metrics tracking. - Analyze financial data, create financial models, and Credit Notes for decision support. - Report on financial performance and prepare for regular leadership reviews. - Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements. - Work closely with the team to ensure accurate financial reporting. - Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. - Provide analysis of trends and forecasts and recommend actions for optimization. - Recommend actions by analyzing and interpreting data and making comparative analyses. - Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards. - Increase productivity by developing automated reporting / forecasting tools. - Maintain a strong financial analysis foundation creating forecasts and models. Qualifications Required: - Mandatory holding of NISM Certificate XIX-C or XIX-D AIF (Alternate Investment Fund). - 1-3 years of work experience in financial analysis or related field. - Strong analytical skills and proficiency in financial modeling. - Excellent communication and teamwork skills. If you are interested in this opportunity, please reach out via email to Prashant@accordmanpower.com or call 8802308205.,
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posted 1 month ago
experience5 to 9 Yrs
location
Noida, Uttar Pradesh
skills
  • Financial Analysis
  • Deal Structuring
  • Financial Modeling
  • Valuation
  • Due Diligence
  • Investment Strategies
  • Portfolio Management
  • Relationship Management
  • Market Analysis
  • Strategic Investments
  • Regulatory Knowledge
Job Description
As a Senior Investment Analyst / Investment Manager at our company, you will be responsible for specializing in private equity funds and M&A transactions. Your role will involve sourcing, evaluating, and executing investment opportunities with a focus on driving growth and value creation. You should possess a deep understanding of financial analysis, deal structuring, and strategic investments within the private equity and M&A space. Your track record in identifying high-value targets, leading due diligence efforts, and managing negotiations will be crucial for success in this role. Key Responsibilities: - Lead financial modeling, valuation, and comprehensive analysis of investment opportunities in private equity and M&A sectors. - Oversee due diligence processes, working with internal teams and external advisors to assess risks and opportunities. - Develop and present investment strategies and recommendations to senior management and investment committees. - Manage the entire deal lifecycle, from sourcing to post-investment monitoring and portfolio management. - Cultivate strong relationships with key stakeholders such as financial institutions, legal advisors, and corporate executives. - Stay updated on market trends, competitor activities, and regulatory changes to identify emerging investment opportunities. - Contribute to shaping the strategic direction of the firm's investment portfolio by identifying areas for value enhancement and operational improvements. Qualifications: - Minimum 5-7 years of experience in private equity, M&A, or corporate finance roles. - Proficiency in financial modeling, due diligence, and valuation techniques. - Demonstrated expertise in managing and executing complex transactions in private equity or M&A. - Strong analytical, problem-solving, and decision-making abilities. - Proven capability to handle multiple transactions concurrently with attention to detail. - Excellent communication, presentation, and negotiation skills. - Preferably hold an advanced degree such as MBA, CFA, or equivalent.,
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posted 2 months ago
experience10 to 14 Yrs
location
Maharashtra
skills
  • Venture Capital
  • Asset Management
  • Financial Modeling
  • Deal Execution
  • Strategy
  • Hiring
  • Scaling
  • Founder Partnerships
  • Startup Ecosystem
  • Investment Processes
Job Description
As a Venture Capital Investment Analyst, you will be part of a Mumbai-based investment firm's new venture capital arm, leading early-stage investments and contributing to building the platform from the ground up. Key Responsibilities: - Source, evaluate, and lead early-stage investments across various sectors. - Conduct diligence, financial modeling, and engage with founders. - Structure deals and oversee the full investment lifecycle. - Provide support to portfolio companies on strategy, hiring, and scaling. - Assist in developing internal investment processes and building the team. - Represent the firm in the startup ecosystem to enhance deal flow. Requirements: - Minimum 10 years of experience in venture capital, private investing, or startups. - Demonstrated track record in deal execution and establishing partnerships with founders. - Experience in creating platforms, building teams, and implementing investment processes. - In-depth understanding of the Indian startup ecosystem. - Must be located in Mumbai or willing to relocate. - Possess founder empathy and robust strategic execution skills. Please note that the job application process involves sending your CV as a Word document to prachi@aaaglobal.co.uk.,
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posted 2 months ago

Investment Analyst Intern

Tnc Aviation Pvt LTD
experience0 to 4 Yrs
location
Haryana
skills
  • investment
  • equity research
  • mutual funds
  • stocks
  • bonds
  • Power BI
  • Advanced MS Excel
Job Description
As an intern at our company, you will be expected to have previous internship experience in investment, equity research, mutual funds, stocks, and bonds. It is crucial that you possess excellent knowledge of tools like Power BI and Advanced MS Excel. **Key Responsibilities:** - Previous internship experience in investment, equity research, mutual funds, stocks, and bonds - Excellent knowledge of tools like Power BI and Advanced MS Excel **Qualifications Required:** - Bachelor's degree is preferred - Comfortable carrying your own laptop - Comfortable with a 10k stipend - Ability to join within a specified number of days Please note that this is an internship position with a contract length of 2 months. The schedule for this position is a morning shift. You should be willing to commute or relocate to Gurugram, Haryana, before starting work as the work location is in person.,
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posted 2 months ago
experience0 to 3 Yrs
location
Karnataka
skills
  • Networking
  • Financial modeling
  • Valuation
  • Critical thinking
  • Data analysis
  • Communication
  • English
  • Interpersonal skills
  • Financial acumen
Job Description
As an Investment Analyst at StellarNOVA Ventures, your role will involve: - **Deal Sourcing & Networking** - Proactively scout early-stage tech startups aligned with the investment thesis. - Build strong relationships with founders, accelerators, incubators, and industry leaders to source high-quality deals. - Represent StellarNOVA Ventures at startup events, pitch sessions, and networking opportunities. - **Due Diligence & Investment Analysis** - Conduct detailed financial and operational due diligence on potential investments. - Analyze business models, market dynamics, and unit economics to identify growth opportunities. - Prepare clear and concise investment memos and presentations for the investment committee. - **Financial Modeling & Valuation** - Build robust financial models to evaluate investment opportunities and forecast returns. - Assist in valuation analysis and scenario planning for potential portfolio companies. - **Portfolio Engagement & Support** - Collaborate with portfolio startups to track key metrics and drive their growth. - Provide strategic support in areas such as fundraising, market expansion, and operational improvement. - **Ecosystem & Community Building** - Actively engage in India's tech ecosystem to identify trends and emerging opportunities. - Contribute to StellarNOVA Ventures" thought leadership through blogs, insights, and social media posts. The ideal candidate for this role should have: - **Education**: B.Tech or Similar Technology Background Must (MBA from a top-tier institute, preferably focusing on Finance, Entrepreneurship, or Strategy good to Have). - **Experience**: 0-2 years in Venture Capital, Growth Equity, Consulting, Investment Banking, or Startup Ecosystem roles. - **Skills**: - Exceptional networking and interpersonal skills. - Strong financial acumen, with hands-on experience in financial modeling and valuation. - Ability to think critically, analyze data, and communicate insights effectively. - Fluent in English, with excellent verbal and written communication. - **Personality & Work Style**: - Entrepreneurial, with a go-getter mindset; takes initiative and ownership. - Thrives in fast-paced, high-pressure environments. - Passionate about startups, technology, and innovation. - Highly proactive, adaptable, and accountable. By joining StellarNOVA Ventures, you will: - Be part of a mission-driven investment group shaping India's tech future. - Collaborate with top-tier founders, LPs, and industry veterans across India and SEA. - Experience a fast-paced, entrepreneurial environment offering immense growth opportunities. - Receive compensation BASE (INR 25000 - 50000), learning budgets, and wellness perks. To apply for this role, send your CV and a brief cover letter to joinus@stellarnovaventures.com with the subject line: Application for Investment Analyst Role.,
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posted 2 months ago

Investment Analyst

Future Solution Centre
experience10 to 20 Yrs
Salary20 - 30 LPA
location
Bangalore, Chennai+8

Chennai, Noida, Madhubani, Hyderabad, Kolkata, Gurugram, Pune, Mumbai City, Delhi

skills
  • communication skills
  • data
  • analysis
  • interpretation
  • accounting
  • valuation analysis
  • modeling
  • financial
  • thinking
  • problem-solving
  • knowledge
  • critical
Job Description
An Investment Analyst plays a critical role in the financial industry by researching and analyzing investment opportunities to help individuals and institutions make informed decisions. They delve into financial markets, companies, and various asset classes, providing the insights necessary to build successful investment portfolios. Key responsibilitiesInvestment Analysts' responsibilities are diverse, involving in-depth research, financial modeling, and the ability to articulate investment theses. Key duties include:Market and industry research: Conducting comprehensive research on industries, economic trends, and market conditions to identify potential investment opportunities and risks.Company analysis: Performing fundamental analysis on companies, including reviewing financial statements, evaluating business models, and assessing management quality to determine intrinsic value.Financial modeling: Building and maintaining detailed financial models (e.g., discounted cash flow, comparable company analysis) to forecast company performance and valuation.Investment recommendations: Formulating clear, data-backed investment recommendations (buy, sell, hold) based on research and analysis, and presenting them to fund managers, clients, or internal committees.Portfolio monitoring: Tracking the performance of existing investments and portfolios, identifying factors affecting their value, and recommending adjustments as needed.Due diligence: Participating in due diligence for potential investments, which might involve site visits, management interviews, and reviewing legal documents.Reporting: Preparing detailed research reports, investment memorandums, and presentations to communicate findings and recommendations. If you're interested, Kindly forward your resume to:- worksuccess565@gmail.com
posted 2 months ago

Investment Analyst

NAG ANALYTIX PVT LTD
experience3 to 7 Yrs
location
All India
skills
  • Financial Analysis
  • Investment Analysis
  • Financial Modeling
  • Portfolio Management
  • Client Relationship Management
  • Market Research
  • Presentation Skills
Job Description
As a highly motivated, detail-oriented, and client-focused Investment Analyst & Client Manager at NAG ANALYTIX, your role is vital in providing actionable insights into investment opportunities and managing client relationships to ensure a seamless experience aligning with their objectives and risk tolerance. You will leverage your strong foundation in financial analysis to make informed decisions and guide investment strategies. Key Responsibilities: Investment Analyst Responsibilities: - Conduct thorough research and analysis of financial markets, sectors, and investment opportunities. - Develop and maintain financial models to assess potential investments and monitor performance. - Create investment reports, presentations, and recommendations for internal stakeholders and clients. - Stay informed about market trends, economic indicators, and industry developments to offer valuable insights. - Support portfolio management and performance reporting to ensure consistency with clients" goals. - Collaborate with senior analysts to enhance investment strategies in response to market dynamics. Client Management Responsibilities: - Act as the main point of contact for assigned clients, nurturing strong relationships. - Comprehend clients" investment objectives, goals, and risk preferences to provide personalized solutions. - Clearly communicate investment insights, performance reports, and recommendations to clients. - Proactively identify opportunities for portfolio adjustments to meet client requirements. - Organize and supervise client meetings, ensuring prompt and professional service delivery. - Address client inquiries and issues promptly to maintain high satisfaction levels and resolve concerns effectively. - Work closely with internal teams to deliver exceptional service and results to clients. You will work full-time in a day shift at the physical workplace, fluency in English is required, and the role also includes a yearly bonus. The application deadline is 13/12/2024, with an expected start date of 01/03/2025.,
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posted 2 months ago

Investment Analyst

Calltawk Solution LLC- FZ
experience3 to 7 Yrs
location
Kolkata, West Bengal
skills
  • Financial Analysis
  • Financial Modeling
  • Valuation
  • Investment Analysis
  • Fundraising
  • Capital Markets
  • Excel
  • PowerPoint
  • Analytical Skills
  • Communication Skills
  • Presentation Skills
  • Research Skills
  • Quantitative Skills
Job Description
You will be joining HOOQx Digital Services Pvt. Ltd. in Kolkata as an Investment Analyst. Your role will involve conducting financial research, preparing investment reports, analyzing market trends, and supporting fundraising activities for the company and its clients. **Key Responsibilities:** - Conduct detailed financial analysis, modeling, and valuation of companies. - Support fundraising efforts by preparing pitch decks, investor reports, and financial projections. - Identify and evaluate investment opportunities across sectors. - Maintain relationships with venture capital firms, private equity investors, and financial institutions. - Analyze financial statements, forecasts, and key performance indicators to assess business performance. - Provide insights and recommendations to management based on market and financial data. - Assist in due diligence, risk assessment, and deal structuring. - Monitor portfolio performance and prepare periodic performance reports. **Key Skills & Requirements:** - Proven experience in fundraising, venture capital, or investment banking. - Strong knowledge of financial modeling, valuation methods, and investment analysis tools. - Excellent understanding of capital markets, fund management, and corporate finance. - Experience in banking or financial institutions preferred. - Proficiency in Excel, PowerPoint, and financial analysis software. - Strong analytical, research, and quantitative skills. - Excellent communication and presentation abilities. - Ability to work independently and handle multiple projects simultaneously. **Education Qualification:** - Bachelors or Masters degree in Finance, Economics, Business Administration, or a related field. - CFA/CA/MBA in Finance will be an added advantage. You will be based in Salt Lake, Kolkata for this full-time position.,
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posted 2 months ago
experience0 to 3 Yrs
location
Delhi
skills
  • Financial analysis
  • Market research
  • Customer analysis
  • Investor relations
  • Analytical thinking
Job Description
As an Analyst at the venture platform, you will have the opportunity to gain broad exposure and insights into topics relevant to fast-growing companies and the early-stage investing landscape in India. During the 6-month probation period, you will support founders in the overall development process of the company and work closely with portfolio company founders on strategic projects. Additionally, you will be involved in working on strategic research topics such as market sizing, competitive landscape analysis, and product analyses. Your role will also entail conducting analyses from both a financial and customer perspective, as well as managing new investor outreach and maintaining relationships with existing investors. There is also an opportunity to transition to an Associate role after 24 months. - Support founders in the overall development process of the company - Work closely with portfolio company founders on strategic projects - Conduct research on strategic topics including market sizing, competitive landscape, and product analyses - Perform analyses from financial and customer perspectives - Manage new investor outreach and maintain relationships with existing investors - Hands-on and success-driven individual - Above-average academic degree in business, marketing, economics, finance, or similar field - Outgoing, creative, and willing to approach early-stage founders to pitch Fibonacci X - Attention to detail with a focus on producing high-quality work - Analytical thinking, strong commercial judgment, and a well-developed sense of responsibility,
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posted 2 weeks ago
experience10 to 15 Yrs
location
All India
skills
  • Equity Research
  • Value Investing
  • Financial Statement Analysis
  • Competitive Analysis
  • Communication Skills
  • Interpersonal Skills
  • Critical Thinking
  • Analytical Thinking
  • Accounting Principles
  • Leadership Abilities
  • Research Abilities
  • Writing Abilities
Job Description
Role Overview: Join a high-calibre research team that thrives on first-principles thinking and values deep research. As a senior analyst, you'll operate with high autonomy, identify differentiated ideas that can drive outsized returns, and contribute to a culture that prizes continuous learning and differentiated insight over consensus thinking. The ideal candidate will possess a blend of analytical thinking, curiosity, and passion for equities. You should be proactive, seeking ownership of your work, and comfortable with both field and desk-based research. The senior analyst will mentor junior analysts, guiding them to effectively cover high-potential companies through thoughtful delegation and oversight. This support will provide the fund manager with reliable insights and rationale for buying and selling decisions. Key Responsibilities: - Identify, conduct in-depth analysis, and effectively communicate high-growth investment opportunities with a keen eye on accounting principles and risk/reward dynamics across various business cycles. - Possess strong communication and interpersonal skills to lead and mentor a team of junior analysts, effectively allocating and supervising work to maximize coverage of potential opportunities. - Demonstrate in-depth knowledge of business dynamics, including competitive analysis and the business value chain encompassing vendors, customers, regulators, and bankers. - Be a voracious reader with the ability to process large volumes of information with enthusiasm. - Present well-reasoned and articulated investment recommendations to the fund manager. - Conduct visits to company sites, engage with various stakeholders including vendors, customers, management, competitors, regulators, and financiers, to cultivate a comprehensive understanding of business prospects and drivers. - Uphold superior work ethics, display self-motivation and independent thinking, and maintain a results-driven approach focused on meeting deadlines and achieving outcomes. - Demonstrate a strong foundation in accounting principles and financial statement analysis, paired with a passion for numbers and the ability to perform thorough ground-level due diligence and channel checks. Qualifications Required: - Candidates should possess 10 to 15 years of experience in equity research, with a strong background in value investing and a proven history of successfully identifying investment opportunities, ideally within a high-performance environment. - Comprehensive expertise in value investing is essential, as we expect candidates to seamlessly integrate into the role. - Prior experience of tracking multiple sectors (more than 2) is preferable. - Preferred qualifications include an MBA from a top-tier institution, and/or CA/CFA credentials. - Must demonstrate strong critical thinking, analytical, research, communication, and writing abilities. - A high standard of intellectual integrity is required. - Should possess a high degree of independence, diligence, and trustworthiness, complemented by strong leadership abilities. Role Overview: Join a high-calibre research team that thrives on first-principles thinking and values deep research. As a senior analyst, you'll operate with high autonomy, identify differentiated ideas that can drive outsized returns, and contribute to a culture that prizes continuous learning and differentiated insight over consensus thinking. The ideal candidate will possess a blend of analytical thinking, curiosity, and passion for equities. You should be proactive, seeking ownership of your work, and comfortable with both field and desk-based research. The senior analyst will mentor junior analysts, guiding them to effectively cover high-potential companies through thoughtful delegation and oversight. This support will provide the fund manager with reliable insights and rationale for buying and selling decisions. Key Responsibilities: - Identify, conduct in-depth analysis, and effectively communicate high-growth investment opportunities with a keen eye on accounting principles and risk/reward dynamics across various business cycles. - Possess strong communication and interpersonal skills to lead and mentor a team of junior analysts, effectively allocating and supervising work to maximize coverage of potential opportunities. - Demonstrate in-depth knowledge of business dynamics, including competitive analysis and the business value chain encompassing vendors, customers, regulators, and bankers. - Be a voracious reader with the ability to process large volumes of information with enthusiasm. - Present well-reasoned and articulated investment recommendations to the fund manager. - Conduct visits to company sites, engage with various stakeholders including vendors, customers, management, competitors, regulators, and financiers, to cultivate a comprehensive understanding of business prospects and drivers. - Uphold superior work ethics, display self-motivation and independent thinking, and mai
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posted 1 week ago
experience1 to 5 Yrs
location
Maharashtra
skills
  • Financial Analysis
  • Financial Modeling
  • Valuations
  • Benchmarking
  • Business Development
  • Market Research
  • Due Diligence
  • Portfolio Management
  • Written Communication
  • Verbal Communication
Job Description
Role Overview: You will be supporting the team in various aspects such as Due Diligence, Sector Coverage, Business Development, and Deal Execution. Your responsibilities will include financial and commercial due diligence, analysis of financial statements, business development activities, preparing internal documents, creating information base, and collateral preparation. Key Responsibilities: - Support the team in financial and commercial due diligence including analysis and interpretation of financial statements - Assist in preparing trading and transaction comparable, modeling & valuations, and benchmarking for companies - Participate in business development activities to reach out to potential clients - Prepare internal documents, memos, and pitches for prospective deal situations with strong qualitative and quantitative analysis - Create a well-rounded information base around the select vertical(s) and businesses to identify key trends and drivers - Undertake multi-source research from databases, analyst coverages, industry, and company reports - Prepare detailed financial models, investor memorandum, valuation materials, and data book with analysis and insights - Manage the due diligence process and gradually front end the relationship with client representatives - Assist in the overall deal coordination with the senior team in monitoring the portfolio Qualifications Required: - Prior Private Credit/related financial services experience (at least 1 year) is required. CA candidates will be preferred - Should be a self-starter with a high energy level, orientation for excellence, accountability, and entrepreneurial mindset - Excellent written & spoken English is a must,
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posted 2 weeks ago

Investment Analyst

SKS Enterpprises - Human Resource Planning and Management
experience3 to 7 Yrs
location
Gandhinagar, Gujarat
skills
  • Financial Analysis
  • Due Diligence
  • Strategic Insights
  • Regulatory Compliance
  • Portfolio Management
  • Investment Analysis
  • Market Research
  • Financial Modeling
  • Excel
  • PowerPoint
  • Communication Skills
  • Presentation Skills
  • Performance Tracking
  • KYCAML
Job Description
As a Principal Officer Investment Analyst at an early-stage venture capital firm located in GIFT City, Gujarat, you will play a crucial role in supporting portfolio management and investment activities. Your responsibilities will involve overseeing regulatory duties as the Principal Officer and actively contributing to financial analysis, performance tracking, due diligence, and strategic insights for high-growth startups. This position offers a great opportunity for you to develop a career in venture capital with exposure to regulatory oversight and investment analysis. Key Responsibilities: - Regulatory & Principal Officer Responsibilities: - Act as the Principal Officer in accordance with IFSCA/SEBI regulatory guidelines. - Ensure compliance with all reporting, filings, audit requirements, and documentation related to fund operations. - Coordinate with regulatory bodies, auditors, custodians, fund administrators, and other external stakeholders. - Supervise internal governance, risk management, and adherence to fund policies. - Monitor KYC/AML requirements and ensure proper documentation for investors and portfolio companies. - Investment & Portfolio Responsibilities: - Track and analyze the financial and operational performance of portfolio companies regularly. - Conduct detailed financial analysis to evaluate key performance metrics and growth drivers. - Prepare and deliver investment and portfolio performance reports with actionable insights and recommendations. - Collaborate with portfolio founders to identify growth opportunities, challenges, and strategic directions. - Support due diligence for new investments, including market research, financial analysis, and benchmarking. - Stay informed about market developments, industry trends, and competitor dynamics across sectors. Qualifications Required: - Bachelor's degree in Finance, Economics, Business, or related discipline; CA, MBA, CFA is an added advantage. - Strong analytical, research, and financial modeling skills. - Proficiency in Excel, PowerPoint, and financial analysis tools. - Solid understanding of venture capital, startup ecosystems, and early-stage investment frameworks. - Excellent communication and presentation skills to engage effectively with founders and internal teams. - Highly motivated, detail-oriented, and passionate about startups, entrepreneurship, and venture investing. - Prior experience in investment analysis, fund management, or venture capital is preferred; understanding of IFSCA regulations is a plus.,
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posted 2 weeks ago

Investment Analyst

Growthaholics
experience1 to 5 Yrs
location
All India, Jaipur
skills
  • Financial Analysis
  • Valuation
  • Report Generation
  • Risk Management
  • Regulatory Compliance
  • Analytical Skills
  • Communication Skills
  • Adaptability
  • Investment Recommendations
  • Portfolio Monitoring
  • Market
  • Industry Research
  • Financial Acumen
  • Research Proficiency
  • Team Player
  • Attention to Detail
  • Ethical Standards
  • Technology Proficiency
Job Description
As an Investment Analyst at our financial firm in Jaipur, your role will be crucial in conducting thorough financial research, analyzing investment opportunities, and providing insightful recommendations to support informed investment decisions. You will collaborate with various teams to evaluate potential investments across different asset classes. **Key Responsibilities:** - **Financial Analysis:** Conduct comprehensive financial analysis of companies, industries, and market trends to identify potential investment opportunities and risks. - **Valuation:** Utilize various methods like discounted cash flow (DCF), comparable company analysis, and precedent transactions to estimate the intrinsic value of potential investments. - **Investment Recommendations:** Develop clear, well-reasoned investment recommendations considering risk-return trade-offs and alignment with the investment strategy. - **Portfolio Monitoring:** Monitor and assess the performance of existing investments, track key performance indicators, and provide timely updates. - **Market and Industry Research:** Stay updated on economic, financial, and industry developments to identify trends and opportunities affecting investment decisions. - **Report Generation:** Prepare detailed investment reports and presentations for stakeholders, communicating complex financial concepts clearly. - **Risk Management:** Identify potential risks in investment decisions and propose risk mitigation strategies. - **Regulatory Compliance:** Ensure adherence to relevant regulatory guidelines while conducting analysis and making recommendations. **Qualifications and Requirements:** - **Educational Background:** Masters degree in Finance, Economics, Business, or related field. Pursuing advanced degrees like CWM, CFP, CFA, or equivalent are preferred. - **Analytical Skills:** Strong quantitative and qualitative analytical skills to interpret complex financial data. - **Financial Acumen:** Solid understanding of financial markets, investment principles, and valuation techniques. - **Research Proficiency:** Proficient in using financial databases, research tools, and data sources for analysis. - **Communication Skills:** Excellent written and verbal communication skills to convey ideas clearly to diverse audiences. - **Team Player:** Ability to work collaboratively in a fast-paced, team-oriented environment. - **Attention to Detail:** Meticulous attention to detail and accuracy in analysis and reporting. - **Adaptability:** Ability to thrive in a dynamic and evolving investment landscape. - **Ethical Standards:** Strong commitment to ethical standards, confidentiality, and integrity in all activities. - **Technology Proficiency:** Proficient in Microsoft Excel, financial modeling software & MIS, and other relevant tools. **Additional Details:** The job is full-time with a salary range of 18-25K PM CTC. The job location is Shyam Nagar, Jaipur, with a compulsory 1.5 years of service bond. The preferred experience is 1 year. Work is in person. Join us to be a part of our dynamic team driving successful investment strategies and portfolio management efforts! As an Investment Analyst at our financial firm in Jaipur, your role will be crucial in conducting thorough financial research, analyzing investment opportunities, and providing insightful recommendations to support informed investment decisions. You will collaborate with various teams to evaluate potential investments across different asset classes. **Key Responsibilities:** - **Financial Analysis:** Conduct comprehensive financial analysis of companies, industries, and market trends to identify potential investment opportunities and risks. - **Valuation:** Utilize various methods like discounted cash flow (DCF), comparable company analysis, and precedent transactions to estimate the intrinsic value of potential investments. - **Investment Recommendations:** Develop clear, well-reasoned investment recommendations considering risk-return trade-offs and alignment with the investment strategy. - **Portfolio Monitoring:** Monitor and assess the performance of existing investments, track key performance indicators, and provide timely updates. - **Market and Industry Research:** Stay updated on economic, financial, and industry developments to identify trends and opportunities affecting investment decisions. - **Report Generation:** Prepare detailed investment reports and presentations for stakeholders, communicating complex financial concepts clearly. - **Risk Management:** Identify potential risks in investment decisions and propose risk mitigation strategies. - **Regulatory Compliance:** Ensure adherence to relevant regulatory guidelines while conducting analysis and making recommendations. **Qualifications and Requirements:** - **Educational Background:** Masters degree in Finance, Economics, Business, or related field. Pursuing advanced degrees like CWM, CFP, CFA, or equivalent are preferred. - **Analytical Skills
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