Investment Analyst ( Research Analyst )

Role Overview :Research Analyst supporting broad financial services research, similar to work done by data analysts and research firms. Covers company, sector, and thematic research across banks, insurers, asset managers, fintechs, and market infrastructure. Focus on transforming unstructured public information into clear, decision-ready outputs.. Key Responsibilities :1. Company & Sector Research Build detailed company profiles and deep dives across financial services firms. Analyze business models, segments, strategy, risks, and catalysts. Support sector and thematic research across topics such as:Rates and credit cyclesConsumer lendingPaymentsWealth managementRegulationCapital markets activity 2. Financial Analysis & Modeling Analyze financial statements and operating KPIs. Maintain comparable company tables. Build and maintain lightweight Excel models including:Forecast driversScenariosSensitivity analysis 3. Research Outputs & Reporting Produce high-quality written outputs, including:Research memosInvestment-style notesSlide-ready summaries 4. Market Monitoring & Insights Track news flow, earnings, guidance, and key events. Synthesize key implications from developments. 5. Data Collection & Source Verification Source and verify information from:Regulatory filingsAnnual reportsInvestor presentationsEarnings call transcriptsRegulatory publicationsReputable news sources 6. Knowledge Management Maintain a structured knowledge base of:SourcesAssumptionsWorkpapersEnsure high quality standards, clean documentation, and reproducible outputs. Candidate Requirements :Bachelor’s degree in Commerce, Finance, Economics, Engineering, or a related field.1–2 years of experience in research, consulting, banking, markets, or analytical operations. Strong accounting and financial statement analysis foundation. Proficiency in Excel and building clean, auditable workbooks. Strong writing and synthesis skills. High attention to detail, good judgment on source quality, and strong ownership. Preferred / Bonus Experience :Prior exposure to financial institutions such as banks, insurers, asset managers, exchanges, or fintech companies. Familiarity with common financial services metrics, including:Comfort working across multiple geographies and reporting regimes, including:SECUKEUIndiaAPACIdeal Candidate Traits :Fast learner able to ramp up on new sectors quickly. Comfortable working with ambiguity and switching between deep research and quick turnarounds. Process-oriented, maintaining clean notes, version control, and structured outputs. Able to remain calm under deadlines with a quality-first mindset.