CFA Level 3 Cleared or CFA Charterholder (Preferred)
About the Role
We are looking for a highly analytical and detail-oriented CFA-qualified candidate to join our team. The ideal candidate will support financial analysis, investment research, portfolio management activities, and provide strategic insights to assist decision-making.
Key Responsibilities
Conduct detailed financial analysis, valuation, and modelling of companies and investment opportunities.
Prepare research reports, presentations, and investment memos for internal review.
Assist in portfolio monitoring, performance tracking, and risk assessment.
Analyse financial statements, market data, and economic trends to support investment decisions.
Support due diligence for investment proposals and business transactions.
Monitor regulatory updates, compliance requirements, and market developments.
Coordinate with internal teams and senior management on research and investment strategies.
Prepare MIS reports, dashboards, and periodic financial summaries.
Required Qualifications & Skills
CFA Level 3 Cleared or CFA Charterholder (Mandatory).
Strong knowledge of financial modelling, valuation techniques, and investment analysis.
Proficiency in MS Excel, PowerPoint, and analytical tools.
Strong understanding of capital markets, corporate finance, and portfolio management.
Ability to interpret financial statements and market data accurately.
Excellent communication, presentation, and report-writing skills.
High attention to detail, strong analytical thinking, and problem-solving ability.
Preferred Skills
Experience in investment banking, equity research, wealth management, or financial analytics.
Knowledge of financial regulations and compliance standards.
Ability to work independently and handle confidential information.
Benefits
Competitive salary and performance-based incentives.
Opportunity to work closely with senior leadership.
Growth and learning opportunities in the financial and advisory domain.
Job Type: Full-time
Pay: ₹30,000.00 - ₹80,000.00 per month
Benefits:
Cell phone reimbursement
Work Location: In person
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