Investment Analyst

- Financial Analysis: Analyze financial data, performance metrics, and market trends to provide insights and recommendations for strategic decision-making.

- Investor Relations: Act as the primary point of contact for the investor community, managing relationships, and ensuring timely and accurate communication of financial results and corporate developments.

- Reporting: Prepare and deliver reports, presentations, and financial updates to the senior management team and investors.

- Forecasting: Collaborate with various departments to develop financial forecasts, budget plans, and performance benchmarks.

- Market Research: Monitor industry trends, competitive landscapes, and economic conditions to inform business strategy.

- Risk Assessment: Identify and assess potential financial risks and recommend mitigation strategies.

- Compliance: Ensure compliance with relevant regulatory requirements and stock exchange rules pertaining to investor relations.

- Stakeholder Collaboration: Collaborate with marketing, legal, and accounting teams to provide necessary information for financial disclosures and investor meetings.

- Data Analytics: Utilize data analysis tools and techniques to identify patterns, opportunities, and areas for improvement in the business.

- Stay updated on global and Indian markets to provide a comprehensive house view on asset classes such as debt, equity, gold, and commodities.

- Design and deliver Monthly Investment Strategy reports for client communication.

- Develop asset allocation strategies and model portfolios tailored to client risk profiles.

- Conduct in-depth analysis of investment products (MF, PMS, AIFs), including performance, ratios, portfolio composition, and peer comparison.

- Conduct equity research on companies across various industries to identify investment opportunities.

- Develop financial models to analyze business performance and forecast future growth.

- Monitor portfolio companies' progress, identifying areas for improvement and implementing changes as needed.

- Collaborate with other teams to develop comprehensive investment strategies.

- Stay up-to-date with market trends and economic conditions to inform investment decisions.

- 4+ years of experience in Equity Analysis or related field (Investment Analysis, Portfolio Management).

- Strong understanding of finance, accounting, and economics principles.

- Proficiency in building complex financial models using Excel or similar tools.

- Ability to work independently with minimal supervision while maintaining high levels of accuracy.