The Role
Conduct fundamental investment research across equities, mutual funds, and fixed income. Build and maintain financial and valuation models, prepare research reports and investment recommendations, support portfolio construction and monitoring, track market and regulatory developments, and assist in client presentations while ensuring compliance.
Summary Generated by Built In
Job Title: Research Analyst
Location: New City Light, Surat
Salary: 30,000 – 70,000/month
Industry: Investment Advisory Firm
Timing: 10:00 AM – 7:00 PM
Minimum Qualification: CFA Level II Qualified
About the Client:
Our client is a Surat-based Investment Advisory Firm offering research-driven wealth
management and investment advisory services across equities, mutual funds, fixed-income
securities, and other financial instruments. With a disciplined, research-first investment
approach and a strong focus on long-term wealth creation, the firm is expanding its research
team and is looking for analytical finance professionals to support its growing investment
practice.
Job Summary:
We are hiring 2 Research Analysts to conduct in-depth investment research, financial analysis,
and valuation across multiple asset classes. The role involves identifying investment
opportunities, preparing research reports, supporting portfolio management, and contributing to
data-driven investment decisions.
This opportunity is ideal for candidates with experience in Equity Research, Investment
Research, Wealth Management, Portfolio Analysis, Investment Advisory, or similar
financial research roles.
Key Responsibilities:
- Conduct fundamental research on equities, mutual funds, fixed-income securities, and
other financial instruments. - Analyse company financial statements, industry trends, and macroeconomic
developments to identify investment opportunities. - Develop and maintain financial models, valuation models, and investment screening
frameworks. - Prepare research reports, investment notes, and actionable investment
recommendations. - Support portfolio construction, monitoring, and periodic portfolio reviews.
- Track market developments, regulatory updates, and economic indicators impacting
investment strategies. - Assist in preparing investment presentations, client proposals, and research materials.
- Collaborate with internal teams to provide research-backed insights for investment
decisions and client discussions. - Ensure all research activities comply with applicable regulatory and internal compliance standards.
Requirements
- CFA Level II Qualified (minimum requirement).
- Bachelor's degree in Finance, Commerce, Economics, or a related discipline.
- MBA, CA, or other relevant finance qualifications will be an added advantage.
- Strong understanding of financial markets, valuation techniques, financial statement analysis, and portfolio management concepts.
Required Skills:
- Strong analytical, quantitative, and problem-solving abilities.
- Proficiency in financial modelling and company valuation.
- Advanced working knowledge of Microsoft Excel and PowerPoint.
- Familiarity with financial databases, research platforms, and investment tools is preferred.
- Excellent written and verbal communication skills.
- Ability to interpret complex financial data and translate it into actionable investment insights.
- High attention to detail with the ability to work independently and meet deadlines.
Preferred Experience:
- 1–3 years of full-time experience in Equity Research, Investment Research, Research Analyst, Investment Advisory, Wealth Management, Portfolio Analysis, or related financial research roles.
- Candidates with 6–8 months of internship experience in the above domains may also
be considered if they demonstrate strong analytical and research capabilities. - Exposure to equities, mutual funds, brokerage research, or investment advisory will be
an added advantage. - Freshers are not eligible for this position.
Benefits
- Opportunity to work with a reputed investment advisory firm.
- Exposure to real-world equity research, investment analysis, and portfolio management.
- Collaborative, research-driven work environment.
- Strong learning opportunities and long-term career growth in investment research and financial services.
Skills Required
- CFA Level II Qualified
- Bachelor's degree in Finance, Commerce, Economics, or related discipline
- MBA, CA, or other relevant finance qualifications
- Strong understanding of financial markets, valuation techniques, financial statement analysis, and portfolio management concepts
- Proficiency in financial modelling and company valuation
- Advanced working knowledge of Microsoft Excel and PowerPoint
- Familiarity with financial databases, research platforms, and investment tools
- Excellent written and verbal communication skills
- 1-3 years of full-time experience in equity or investment research, wealth management, or related roles (freshers not eligible)
- 6-8 months of internship experience in relevant domains may be considered
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The Company
What We Do
Accounting Baba is a specialized job portal and ed-tech platform for accounting and finance professionals in India. It assists job seekers in finding suitable roles and employers in recruiting qualified candidates, while also offering expert-led training courses to enhance accounting skills.
