accountingbaba
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.