Investment Analyst

About the job

Investment Analyst (Direct Equity Focus) - Mumbai - We are seeking a highly motivated Chartered Accountant (first attempt preferred) with a strong passion for direct equity investing in long-only strategies. - The role offers exposure to investment research, portfolio monitoring, and strategic projects across asset classes, with a primary emphasis on detailed equity analysis and fundamental research with proficiency in AI tools and data analysis. Key Responsibilities: Investment Research & Analysis: - Conduct fundamental research and valuation of listed companies for long-only equity investments. - Assist in evaluating, selecting, and monitoring ETFs, Mutual Funds, AIFs, Private Equity, and direct equity holdings. - Prepare detailed investment recommendations with focus on sector trends, competitive positioning, and earnings forecasts. Portfolio Monitoring & Reporting: - Maintain investment trackers, performance dashboards, and exposure summaries. - Monitor portfolio holdings versus benchmarks and prepare periodic performance reports for internal stakeholders. Strategic Projects: - Support research on asset allocation strategies and new investment products. - Contribute to thematic reports on emerging market opportunities, sector deep-dives, and macroeconomic developments impacting equity markets. Candidate Profile: Education & Credentials: - Chartered Accountant (first-attempt pass preferred). - CFA Level I/II cleared or in progress (optional but preferred). - Some prior experience in equity research required. Skills & Competencies: - Strong passion for equity research, particularly long-only investment strategies. - Proficiency in financial statement analysis, ratio analysis, and valuation methodologies (DCF, comparable, sector multiples). - Strong analytical and quantitative skills with proficiency in MS Excel and PowerPoint. - Ability to synthesize large volumes of data into clear investment views. - Excellent communication skills, both written and verbal. Attributes: - Self-driven, detail-oriented, and able to work independently. - Demonstrated curiosity about markets, sectors, and companies. - Commitment to long-term investing principles and disciplined research approach.

Requirements

• Equity Research
• Valuation Analysis
• Data Analysis
• Presentation Skills

Qualifications

• Chartered Accountant
• CFA Level I/II

Preferred Technologies

• Equity Research
• Valuation Analysis
• Data Analysis
• Presentation Skills

About the company

Intellectual Capital HR Consulting is a specialized firm focusing on investment analysis and management consulting with a strong emphasis on equity strategies.