Research Analyst

Role Overview

Key Responsibilities

• Collect, screen, and organize investment proposals across multiple sectors.
• Analyze business models, financial statements, audit reports, valuation reports, MIS reports, and market data to support investment evaluation and decision-making.
• Review financial, compliance, taxation, and operational documents to identify risks, gaps, and investment opportunities.
• Prepare investment teasers, pitch decks, financial summaries, due diligence notes, and detailed investment memoranda for investors and stakeholders.
• Coordinate with Chartered Accountants, auditors, valuers, merchant bankers, legal advisors, and compliance professionals during due diligence and transaction processes.
• Liaise with promoters, founders, and finance teams to obtain business, financial, operational, taxation, and compliance-related information.
• Assist in financial documentation review, data validation, and transaction execution support.
• Schedule and coordinate meetings and video calls between promoter teams and investors while maintaining MOMs (Minutes of Meeting), follow-ups, and progress tracking.
• Maintain organized databases of investment proposals, financial records, investor communications, compliance documents, and transaction progress.
• Support senior management in investment research, financial analysis, investor communication, and deal execution activities.
• Work closely with internal and external finance professionals to ensure smooth coordination and timely completion of deliverables.

Desired Candidate Profile

• Qualified Chartered Accountant (CA) or CA Intermediate candidates will be highly preferred.
• Bachelor’s degree in Finance, Accounting, Commerce, Economics, Business Administration, or related field.
• 2–5 years of relevant experience in investment research, financial analysis, audit, transaction advisory, consulting, corporate finance, or related fields.
• Strong understanding of financial statements, audit processes, taxation basics, valuation concepts, compliance documentation, and due diligence activities.
• Prior experience working with Chartered Accountants, auditors, compliance professionals, financial consultants, or investment firms will be an added advantage.
• CFA, MBA Finance, or other financial certifications are desirable.
• Proficiency in Excel, financial modeling, PowerPoint presentations, and financial research tools.
• Strong analytical, documentation, and problem-solving skills with high attention to detail.
• Excellent communication and stakeholder management abilities to interact with investors, promoters, consultants, and advisory teams.
• Ability to work independently and collaboratively in a fast-paced, execution-driven environment.
• Fluency in English; additional languages will be an advantage.
• Passion for financial markets, investments, transaction advisory, and business analysis.