Research Analyst

About This Role

Role Overview

The Research Analyst will support investment sourcing and execution by collecting investment proposals, preparing investor-ready pitch materials, and coordinating with multiple stakeholders. The role requires strong research, documentation, and coordination skills, with regular interaction with promoters, investors, and external service providers.

Key Responsibilities

Collect, screen, and organize investment proposals across sectors.

Analyze business models, financials, and market data to support investment evaluation.

Prepare investment teasers, pitch decks, and detailed investment memoranda.

Coordinate with external vendors such as valuers, merchant bankers, legal advisors, and database providers.

Liaise with promoters/owners to obtain business, financial, and operational information.

Schedule and coordinate one-to-one meetings and video calls between promoter teams and investors, and maintain meeting calendar, minutes of the meetings and update the progress to all

Maintain ongoing relationships with promoters and ensure regular follow-ups and updates.

Maintain an organized database of proposals, contacts, and deal progress.

Support senior team members in deal execution and investor communication.

Desired candidate profile

Bachelor's degree in Finance, Economics, or a related field; a Master's degree is preferred.

2-5 years of relevant work experience in financial analysis or investment research, preferably in a dynamic environment.

CFA certification is highly desirable to demonstrate advanced financial knowledge and analytical skills.

Experience in equity research, fixed income, or alternative investments with a strong understanding of market dynamics.

Proficiency in financial modeling and analysis using tools such as Excel, Bloomberg, or similar software.

Exceptional analytical skills with a keen attention to detail, ensuring accuracy in research outputs.

Strong communication skills, both written and verbal, to convey complex financial concepts clearly.

Ability to work independently and collaboratively in a fast-paced, results-driven environment.

Fluency in English; knowledge of additional languages is an advantage for global market analysis.

• Demonstrated problem-solving skills and a proactive mindset, with a passion for financial markets.