164 Investment Research Jobs

About AlphaSense AlphaSense is trusted by the world's most sophisticated companies to provide market intelligence and search capabilities powered by proven AI technology. Our platform delivers reliable insights from a diverse universe of public and private content, including equity research, company filings, event transcripts, expert calls, news, trade journals, and proprietary research content. The acquisition of Tegus by AlphaSense in 2024 further strengthens our commitment to empowering professionals with AI-driven market intelligence, driving growth, innovation, and content expansion. With over 4,000 enterprise customers, including a majority of the S&P 500, AlphaSense was founded in 2011 and is headquartered in New York City, with a global presence spanning offices in the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. Join us in our mission to deliver actionable insights that matter. About The Team The Content organization at AlphaSense is dedicated to identifying, creating, licensing, and integrating top-tier unstructured and structured data from self-sourced and third-party providers. Reporting to the Chief Content Officer, the Content teams oversee strategy, product management, content operations, and support across various content verticals. Amid rapid growth across all content sets, including the Broker Research team, we prioritize transparency, trust, and accountability in our relationships with internal and external stakeholders. About The Role We are looking for a Product Manager I to join the Broker Research team at AlphaSense. The ideal candidate will possess a solid understanding of investment research, including business models and client use cases for research content and associated data. In this role, you will focus on integrating and maintaining third-party content within AlphaSense, while collaborating with agile teams to analyze and improve processes. The successful candidate will be able to articulate and execute a compelling vision for research and data on the AlphaSense platform. Who You Are - 3-5 years of experience in financial services with a specialization in broker research. - Proficient in broker data, content, and metadata. - Experience in content delivery using iterative/agile development methodologies. - Proven track record of delivering content from conception to release. - Strong prioritization, focus, and deadline management skills. - Ability to work effectively with distributed teams. - Established relationships with broker research departments and key third-party vendors. - Excellent analytical skills and keen attention to detail. - Previous experience in B2B SaaS or enterprise software applications. - Familiarity with Microsoft Office and Google Workspace products (Excel, Word, Sheets, etc). What You'll Do - Lead the end-to-end integration of third-party content and data feeds. - Collaborate with internal and external stakeholders to define detailed requirements for broker data and content. - Gather product and workflow enhancement requests from brokers and internal stakeholders. - Apply agile development methodology to define scope and deliver features rapidly in collaboration with engineers and stakeholders. - Continuously analyze processes and tools within the broker research team to identify areas for improvement. - Cultivate and maintain strong relationships with broker and independent research decision-makers. - Project manage partnership initiatives with research providers. - Develop and maintain a project roadmap by optimizing costs, benefits, and timelines with development teams. - Support the successful launch of content into the market through various activities, including announcements, marketing collateral, documentation, user training, and internal training. - Monitor industry trends and provide competitive intelligence to shape the product vision. At AlphaSense, we are committed to providing reasonable accommodations to qualified employees with protected disabilities in compliance with applicable laws. If you have concerns about recruiting scams or fraudulent activities, please verify all job postings and communications through our official channels to ensure your security and trust are safeguarded.,

Role & responsibilities Guide and oversee research analyst/s and associates/ trainees. Analyse companies, sectors, and industries to identify investment opportunities aligned with AMC Investment philosophy Present detailed research and investment recommendations to portfolio managers Candidates should have understanding of macro development, trends, cycles and ability connect dots to identify investment opportunities with 3 year+ kind of investment horizon Build and maintain financial and valuation models Closely track existing investee companies and ensure compliance to regulatory and internal guidelines on research front Support close co-ordination with portfolio manager and Research team including external brokers Mentor and train analysts and associates in developing financial and valuation models Passionate about Equity investments and ambitious to lead in the field Exposure to Financials, Pharma and Chemical sectors can be an added advantage

Role & responsibilities Present detailed research and investment recommendations to portfolio managers Build and maintain detailed financial and valuations models for companies in assigned sectors using primary and secondary research Closely track existing investee companies in relevant sectors and ensure compliance with regulatory and internal guidelines on research front Exposure to IT, Media, and Chemical sectors can be an added advantage Exposure to small and micro caps can be an advantage

The Investment Analyst role will entail working closely with the investment research team. Candidates are encouraged to pursue higher studies post the completion of the 2-year program. Exceptional performers in the program may be considered for a full-time role after the completion of higher studies. Key Responsibilities: Evaluating listed companies for potential investment opportunities Analysing and evaluating business models, preparing financial models, conducting due diligence Monitoring existing investments Qualification & Skills: Chartered Accountant (Rank holders and/or CFA Level 2 cleared candidates preferred) Strong analytical and spreadsheet modelling skills Excellent written and verbal communication Passion for investing

We are seeking a deeply motivated individual who is passionate about buy-side investment research. The individual will be part of and lead a team of analysts and will be tasked with assessing investment proposals across a range of asset classes equities, fixed income, commodities, real estate, alternate investments/structured products. The main objective for the individual will be to better returns on existing portfolio, initiate new ideas within investment framework and guide the capital allocation endeavor of the company as per risk policy. Compensation: Salary commensurate with skills and experience. Job Description Conduct in-depth quantitative and qualitative analysis of investment proposals. Develop and maintain financial models. Perform comprehensive industry research, identify opportunities and prepare detailed reports and presentations. Track corporate announcements, media updates and current policies, assessing their impact on existing equities and fixed-income portfolios. Lead team of analysts to ensure efficient equity research, conduct weekly meetings, assign tasks, and review performance. Limited coordination on transactions related to the back office. Provide MIS reports to senior management. Candidate Profile CFA/CA/MBA (Finance) Minimum 10 years of work experience in investment research in equities with foundational skills for fixed income. Passion for generating alpha. Well informed about different asset classes and macro issues, with a conceptual understanding of important technical terms. A deep interest and aptitude for analyzing financial information, strategic issues, and trends that affect companies, industries, and markets on a regional and global scale. Proficient in Excel, familiar with financial modeling & valuation methods. Strong in accounting and investing concepts. To lead and guide analysts in the team. Good written and oral communication skills and the ability to provide & defend an opinion with management. Requirements Mumbai based candidates will be preferred. (Inclination towards ones residing within 30kms of Pico office). Candidate must mention their last drawn CTC. Work from office is a must, need to commute to the office daily. If not feasible kindly do not apply. The notice period should not be more than 60 days.

About the Role: An exciting opportunity is available for fresh graduates aiming to kickstart their career in Investment Banking, specifically focusing on sustainability and ESG-driven finance. This position is offered by a prominent global investment bank with a presence in key financial centers such as Mumbai, the UK, and the UAE. This entry-level role is tailored for individuals who possess a strong passion for finance, investment analysis, and sustainability. The firm provides a well-structured training program, professional sponsorship for certifications, and mentorship from experienced senior investment bankers. Key Responsibilities: - Financial Analysis & Valuation: Engage in comprehensive financial modeling, company valuations, and deal analysis with an emphasis on sustainability. - Sustainability & ESG Analysis: Evaluate and incorporate Environmental, Social, and Governance (ESG) factors into investment strategies. - Investment Research: Conduct thorough market research, sector analysis, and due diligence on potential investment prospects. - Deal Structuring: Support in structuring and executing M&A, capital raising, and advisory transactions with sustainability-focused clients. - Technical & Quantitative Analysis: Create presentations, investment memos, and pitch decks to assist senior bankers and clients. Training & Development: - Comprehensive On-the-Job Training: Participate in a structured investment banking training program covering valuation, financial modeling, and ESG investing. - Mentorship: Receive one-on-one guidance from senior investment analysts and deal teams. - Professional Certifications: Possibility of sponsorship for the ESG Advisor Certificate. - Global Exposure: Collaborate with teams in Mumbai, London, and Dubai, gaining international investment banking exposure. Who Should Apply - Fresh graduates with backgrounds in BBA, BCom, MBA, Finance, Economics, or Engineering. - Individuals with a keen interest in investment banking, financial markets, and sustainable finance. - Strong analytical skills, attention to detail, and a proactive approach. - Excellent communication and presentation abilities. - Proficiency in Excel, financial modeling, and PowerPoint is advantageous (training will be provided). Why Join - Global investment banking firm with a sustainability focus. - Competitive salary along with performance bonuses. - Structured training program featuring industry-recognized certifications. - Career advancement opportunities in M&A, Private Equity, and ESG Investing. - Chance to work across financial hubs like Mumbai, London, and Dubai. How to Apply Submit your CV and cover letter to start your investment banking career with a firm that prioritizes sustainability and impact-driven finance!,

You will be joining AlphaSense, a company trusted by some of the world's most sophisticated organizations for removing uncertainty from decision-making through market intelligence and search powered by AI. With a focus on delivering trustworthy insights, AlphaSense's universe of content includes equity research, company filings, event transcripts, expert calls, news, trade journals, and proprietary research. In 2024, AlphaSense acquired Tegus with a shared mission to empower professionals through AI-driven market intelligence. This partnership aims to accelerate growth and innovation, offering users even more comprehensive insights. Currently, AlphaSense serves over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011 and headquartered in New York City, AlphaSense has a global presence with more than 2,000 employees and offices worldwide. As a Product Manager for Transactions and Funding Rounds Content, you will be part of the Content organization responsible for sourcing, creating, and integrating high-quality data. You will oversee the Transactions and Funding Rounds content set, managing various aspects such as business requirements, sourcing, methodology, policies, and data integrity processes. Collaborating closely with engineering, you will conduct POCs to optimize implementation processes and operational efficiency. Additionally, you will lead team meetings, performance reviews, and contribute to content launches by creating marketing collateral, documentation, and training materials. You will also track industry trends to enhance the product vision and provide competitive intelligence. To excel in this role, you should have a Master's degree in Commerce, preferably with a Chartered Accountant or Chartered Financial Analyst certification. With over 15 years of experience in content strategy related to financial data, including managerial experience, you should possess expertise in investment research, company valuation techniques, and financial reporting. Your problem-solving skills, decision-making abilities, and results-oriented mindset will be crucial for developing new content sets and functionalities. You should be adept at managing multiple priorities in a fast-paced environment and collaborating effectively with diverse teams and stakeholders. Experience in delivering content using iterative/agile development methodologies, along with proficiency in Microsoft Excel and database query languages, will be advantageous for this role. AlphaSense is committed to providing reasonable accommodations to qualified employees with protected disabilities as required by applicable laws. To safeguard against recruiting scams and fraud, all official communications will come from an @alpha-sense.com email address. If you have any doubts about a job posting or recruiter claiming to represent AlphaSense, you are encouraged to verify the information on the company's Careers page. If you suspect any fraudulent activities or have concerns about the authenticity of a job listing, please contact AlphaSense to ensure your security and trust are protected.,

The Quantitative Research Group at Morningstar focuses on creating independent investment research and data-driven analytics to support investors and Morningstar in making better decisions. Using statistical rigor and extensive data sets, the team develops methodologies that cover a wide range of securities across various asset classes such as equities, fixed income, structured credit, and funds. Morningstar stands as a leading independent provider of fund, equity, and credit data and research globally, with a core commitment to advocating for investor interests. This role offers a dynamic opportunity to engage externally by presenting Morningstar's research, data, and products to external journalists and reporters, especially those from top financial media outlets. Collaborating closely with the European Corporate Communications team, you will provide timely and data-driven insights to media inquiries and produce original investment research to empower investors. Your contributions will play a crucial role in enhancing Morningstar's public profile and establishing strong relationships with key financial media entities. Based in Mumbai at the Platinum Techno Park, this position operates during UK Shift working hours. Responsibilities: - Work closely with Morningstar's Corporate Communications, Fund Research, and Equity Research teams to deliver data-driven analysis in response to media requests. - Effectively communicate the work of the quantitative research team to internal stakeholders and external clients. - Develop a deep understanding of key investment areas, including equities, fixed income, mutual funds, ETFs, as well as Morningstar's proprietary methodologies and data sets. - Create and manage Jupyter notebooks and Excel-based calculation templates to automate repetitive analytical tasks efficiently. - Maintain detailed documentation of procedures used to address media inquiries. Requirements: - Bachelor's degree in a financial discipline - Progress towards CFA Level I is preferred - 3-5 years of experience in data journalism, investment research, or quantitative roles, particularly with a focus on media or client-facing communication - Strong written and verbal communication skills - Advanced proficiency in Microsoft Excel, including macros and VBA - Proficiency in coding with SQL and Python - Exceptional organizational skills to handle multiple projects under tight deadlines - High attention to detail and accuracy in data analysis and reporting using Excel - Ability to work independently or collaboratively with minimal supervision - Nice to have: Familiarity with Morningstar products, experience in European or Asian markets, and an understanding of ESG investing Morningstar is dedicated to being an equal opportunity employer, providing a hybrid work environment that allows for remote work and periodic in-person collaboration. The company offers various benefits to support flexibility and ensure meaningful engagement with global colleagues, regardless of physical location.,

Quantitative Analyst, Media Data Service Job Description The Group: Morningstars Quantitative Research Group creates independent investment research and data-driven analytics designed to help investors and Morningstar achieve better outcomes by making better decisions. We utilize statistical rigor and large data sets to inform the methodologies we develop. Our research encompasses hundreds of thousands of securities within a large breadth of asset classes including equities, fixed income, structured credit, and funds. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors’ interests is the foundation of our company. The Role: In this dynamic, external-facing role, you will present Morningstar’s research, data, and products to external journalists and reporters, with a primary focus on leading financial media outlets. You will collaborate closely with the European Corporate Communications team to respond to media inquiries with timely, data-driven insights. Additionally, you will be responsible for producing original investment research that informs and empowers investors. This role is instrumental in enhancing Morningstar’s public profile and building lasting relationships with top-tier financial media. Location: Mumbai (Platinum Techno Park) Working Hours: UK Shift Responsibilities: Collaborate closely with Morningstar’s Corporate Communications, Fund Research and Equity Research teams to respond to media requests with timely, data-driven analysis. Accurately represent the work of the quantitative research team to both internal stakeholders and external clients. Develop deep expertise in key investment topics including equities, fixed income, mutual funds, and ETFs as well as Morningstar’s proprietary methodologies and data sets. Build and maintain Jupyter notebooks and Excel-based calculation templates to streamline and automate repetitive analytical tasks. Maintain comprehensive documentation of the procedures used to resolve media requests. Requirements: Bachelor’s degree in financial discipline Progress towards CFA Level I preferred 3–5 years of experience in data journalism, investment research, or quantitative roles ideally with a focus on media or client-facing communication Excellent written and verbal communication skills Advanced proficiency in Microsoft Excel, including macros and VBA Experience coding in SQL and Python Strong organizational skills with the ability to manage multiple projects simultaneously under tight deadlines High attention to detail and accuracy in data analysis and reporting in Excel Ability to work both independently and collaboratively with minimal supervision Good to have: Familiarity with Morningstar products, experience with European or Asian markets and understanding of ESG investing Morningstar is an equal opportunity employer

As a CA Intermediate with a strong passion for equity markets and investment research, you will be expected to possess a basic understanding of accounting, valuation techniques, and financial modeling. Proficiency in MS Excel and PowerPoint is essential, while exposure to databases/Bloomberg will be considered a plus. Your excellent written and verbal communication skills, along with being a self-starter with attention to detail and a willingness to learn, will be highly valued in this role. Your responsibilities will include supporting analysts in tracking companies across various sectors, conducting research, and collecting industry and company-specific data. You will assist in building and updating financial models, analyze company financial statements, and help prepare earnings reviews, investment notes, and sector updates. Additionally, you will track earnings calls, news flows, and analyst meets for coverage companies, contribute to idea generation, and leverage financial data platforms for quick access to company data.,

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

Role & responsibilities Job Description • Preparing Initiating Coverage / Result Update Reports, Management Meet Notes, etc. • Being updated on companies under coverage through regular follow-up with management, company results, conference calls, analyst meets, industry publications, public documents, trade journals, IR departments, competition, customers, vendors, etc. • Timely and accurate maintenance of research documents as per regulatory requirements • Assisting the team in generating / initiating new stock ideas and strengthening teams thought process through knowledge sharing. Regards, Sandipa, 7980475998

Objectives of this role Overlook current portfolio companies and track monthly progress Set processes in place for sustainable growth and tracking private companies Scout and source new deals across eco-system and investing network Ability to take notes, synthesize data and create in-depth analysis on company data Preferred skills and qualifications 12+ years of work experience working at a PE fund/Investment banking CFA/CA/MBA preferred Proficient in financial modeling Good with identifying market trends Strong written & verbal communication skills Good eco-system network A team player mindset

Senior Analyst Investment Banking: Elevate Your Impact Through Innovation and Learning Evalueserve is a global leader in delivering innovative and sustainable solutions to a diverse range of clients, including over 30% of Fortune 1000 companies. With presence in more than 45 countries across five continents, we excel in leveraging state-of-the-art technology, artificial intelligence, and unparalleled subject matter expertise to elevate our clients' business impact and strategic decision-making. We have 4, 500+ talented professionals operating across 45 countries, including India, China, Chile, Romania, the US, and Canada. Our global network also extends to emerging markets such as Colombia, the Middle East, and the rest of Asia-Pacific. Recognized by Great Place to Work in India, Chile, Romania, the US, and the UK in 2022, we offer a dynamic, growth-oriented, and open culture that prioritizes flexible work-life balance, diverse and inclusive teams, and equal opportunities for all. Curious to know what its like to work at Evalueserve? Watch this video About Corporate and Investment Banking As a global leader in knowledge processes, research, and analytics, youll be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects. What you'll be doing at Evalueserve: Work on comparable company analysis, precedent transaction analysis, industry research, company / M & A screening, and newsletter preparation Prepare pitch books, industry overviews, detailed company profiles, management biographies, brokers outlooks, share price performance, evolution of industry / peersvaluation multiples, and possible buyer / seller opportunities Handle responsibilities such as training and guiding junior and new analysts, maintaining efficiency, working independently on complex projects, and delivering error-free projects and client communications Allocate projects to team members depending on their industry expertise and skills, resolvetheir project-related queries, and perform quality checks on client deliverables Create and maintain databases Conduct on- and off-the-job training sessions for new hires and current team members What were looking for: Post Graduate (PGDM / MBA) 2.5 to 5 years of relevant experience in Investment Banking domain Strong Accounting and financial skills \Good MS Office Skills Excellent Communication and interpersonal skills Ability to ensure that tasks within areas of responsibility are completed in a timely manner Ability to practice attentive and active listening skills Knowledge of database tools Factset, Thomsonone, Capital IQ, Factiva, and Bloomberg Ability to identify proactive ways to contribute to firms goals & mission Challenging current thinking by implementing new ways of working Follow us on https://www.linkedin.com/compan y/evalueserve/ Click here to learn more about what our Leaders talking onachievements AI-poweredsupply chain optimization solution built on Google Cloud. HowEvalueserve isnow Leveraging NVIDIA NIM to enhance our AI and digital transformationsolutions and to accelerate AI Capabilities . Know more about how Evalueserve has climbed 16 places on the 50 Best Firms for Data Scientists in 2024! Want to learn more about our culture and what its like to work with us? Write to us at careers@evalueserve.com Follow Us Facebook LinkedIn Instagram Twitter Read our Privacy policy - Evalueserve to learn how Evalueserve processes your personal information. Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances Please Note : We appreciate the accuracy and authenticity of the informationyou provide, as it plays a key role in your candidacy. As part of the BackgroundVerification Process, we verify your employment, education, and personaldetails. Please ensure all information is factual and submitted on time. Forany assistance, your TA SPOC is available to support you .

Maintaining high quality in the workflows by establishing strong processes, performing quality checks, providing training, mentoring, and upskilling team members: Overseeing the request intake process, including participation in project scoping calls to improve understanding and prepare detailed project scope documents . Preparing and driving the content of client and prospect-related materials , including pitches, proposals, proposals proposals, client marketing materials , and other associated offering documents and analyses. Working with Private Markets clients on various tasks, including but not limited to financial modeling, credit analysis, performing investment due diligence, portfolio monitoring and valuation, and middle and back-office tasks. Motivating and managing a team of analysts, planning workflows, and liaising with global clients to ensure that deadlines are met to the required standard. Contributing to process improvement and providing value additions to deliverables and automation of tasks. Communicating clearly and confidently with internal and external stakeholders, both in written and verbal forms. Providing strategic thought leadership through the authoring of blogs and whitepapers. Key Competencies : 12-18 years of relevant experience in any of the following backgrounds leveraged finance, debt advisory, and public/private credit Familiarity and expertise in private credit will be an added advantage Experience in, complete delivery set-up, smooth roll-out of services, managing Large teams (40+ members) and the implementation of best practices, feedback mechanisms, hiring and training the team Exceptional technical and analytical skills, including financial modeling, underwriting skills, company research, portfolio monitoring, valuation and investment memo preparation A masters in finance and/or a CFA/CA A highly analytical mind and a high level of attention to detail Excellent written and spoken English communication skills A strong work ethic The ability to work independently and meet deadlines under pressure

Fund management Serve as the designated Principal Officer under the IFSCA (Fund Management) Regulations, 2022. Lead the fund management activities , ensuring alignment with investment objectives and risk management policies. Oversee the day-to-day functioning of the fund, including investment execution, valuation, compliance, accounting, and fund administration. Undertake fund accounting for all funds oversee monthly and quarterly NAV calculations , daily reconciliations including coordination with fund administrators, brokers, bank accounts and custodians. Liaise with fund administrators , custodians, trustees, and auditors for all fund-related operations. Maintain precise records of capital contributions, redemptions, and profit-sharing allocations at investor level. Prepare monthly and quarterly investor reports and profit allocation statements. Regulatory Ensure compliance with Category III AIF guidelines , including risk, leverage, investor reporting, and operational transparency. Act as the liaison with IFSCA , ensuring all regulatory filings, audit responses, and inspections are managed professionally and timely. Coordinate audit and tax filings for funds and personal investment entities. Coordinate with the Compliance Officer, fund accountants, custodians, legal, operations, and external service providers. Approve and oversee key investor communications, disclosures, and marketing material. Research Lead internal review processes and contribute to strategy discussions with the board and CIO Assist CIO in investment research requirements and data analysis across all funds

Basic knowledge of Stock Markets. Knowledge about most recent developments in the companies. Educate investors, guide them on the best investment opportunities. Gujarati speaking individuals preferred

Associate Manager Equity Research Banking Sector- 4 Years – Noida Location – Noida Domain – Investment & Financial Research (Banking Sector Focus – Qatar) We are hiring an experienced Associate Manager – Equity Research for a leading research and advisory firm. If you’re passionate about financial modelling, equity research, and mentoring junior analysts, this opportunity offers you a fast-paced, global client-facing environment with immense growth potential. Your Future Employer – A globally renowned research and advisory firm with over two decades of excellence, offering high-impact insights and bespoke solutions to investment banks, global corporations, and advisory firms. Known for its dynamic work culture, this organization empowers professionals to thrive in analytical, client-facing roles across global markets. You’ll be joining a team that values precision, innovation, and strategic thinking to drive business decisions and outcomes. Responsibilities – Conduct deep-dive industry and company research within the banking sector , focusing on mid- and small-cap banks in Qatar Build and maintain detailed financial models using DCF, DDM, SOTP, LBO , and Relative Valuation techniques Analyze and present findings to clients; address questions confidently Plan account staffing based on earnings calendar and project pipeline Review and validate work of junior team members, ensuring high-quality output under deadlines Manage MIS, contribute to training, recruitment, knowledge development initiatives Requirements – CA / CFA / MBA (Finance) from a reputed institute 4-7 years of experience in investment research with focus on banking sector (Qatar) Minimum 2 years of experience in team review/coaching Strong command over financial modelling, financial statements, and valuation methods Proficiency in databases like Bloomberg, Eikon, Capital IQ, Factiva Excellent communication, report writing, and quantitative analysis skills Experience with management calls, expert interviews, and secondary research Exposure to Bottom up Financial modelling Exposure to middle east banking sector (European and Africa ) MENA is must . What is in it for you – Exposure to global investment banks and M&A advisory clients Opportunity to work on high-impact strategic research Leadership opportunities and firm-level contributions Fast-paced, intellectually stimulating environment Reach us: If you think this role is aligned with your career, kindly write to me along with your updated CV at parul.arora@crescendogroup.in for a confidential discussion. Disclaimer: Crescendo Global specializes in senior to C-level niche recruitment. We are committed to providing a transparent and inclusive hiring experience. Kindly note, due to high volume of applications, we may not be able to respond to each individually. If you don’t hear from us within 1 week, please consider your application not shortlisted. Profile Keywords – Equity Research Jobs, Associate Manager Roles, Financial Modelling, Banking Sector Research, Qatar Banking Jobs, Equity Research, Financial Modelling, Investment Research, Banking Sector, Valuation, DCF, DDM, SOTP, Relative Valuation, Financial Statements, CFA, CA, MBA Finance, Bloomberg, Capital IQ, Eikon, Factiva, MIS Reporting, Report Writing, Global Markets, Qatar Banking, Team Management, Client Communication

Role & Responsibilities: Work on Equity thematic content, strategies, and create systems, frameworks, and analytics to propose actionable ideas to Hedge Fund clients. Track macro events and their impacts on positioning and trading strategy choices. Work in an entrepreneurial environment that values new ideas and innovation. Trade idea generation and pitching, as well as recycling of trading axes to help generate tickets. Take ownership of daily macro commentaries, weekly chart packs, and monthly outlook reports. Create data-driven decision-making frameworks. Analyze and interpret complex data sets to identify trends and patterns that can inform investment decisions. Collaborate with team members to identify and prioritize investment opportunities and risks. Provide timely and accurate analysis and insights to team members. Continuously monitor and assess the performance of trade ideas. Keep up-to-date with the latest developments in investment research. Mind Set: Key Skills: Experience with data analysis and analysis of micro and macro market trends. Strong analytical and problem-solving skills. Excellent communication and collaboration skills. Self-starter with a passion for investment research. General Competencies: Fast learner. Ability to work effectively as part of a team. Strong work ethics. Multitasking and ability to work with multicultural teams. Dependable and proactive. Able to prioritize the workload and use time efficiently. Experience 3-5 years experience in Equity Thematic or Derivatives Research Sales (Global Markets) Qualification Tier 1 or Tier 2 (Graduate / Post Graduate)

You are looking for a detail-oriented and analytical Research Associate to join our finance team in Kolkata, West Bengal. With 13 years of experience in Financial Services, Investment Advisory, Wealth Management, or Mutual fund industry, you will be responsible for conducting investment research, financial analysis, and market intelligence. Your primary responsibilities will include performing fundamental and technical research on various financial products, analyzing macroeconomic trends, sectoral developments, and company financials to provide insights, preparing research reports, investment notes, presentations, and market updates, tracking financial news, regulatory changes, and market movements, and supporting portfolio managers and analysts with research inputs. To excel in this role, you should hold a Bachelors or Masters degree in Finance, Economics, Commerce, or related discipline (CFA/MBA preferred), possess strong analytical and quantitative skills, be proficient in MS Excel, PowerPoint, and have knowledge of financial tools like Bloomberg, Refinitiv, or similar platforms. Additionally, you must have excellent written and verbal communication skills, attention to detail, the ability to work independently or in a team, and a keen interest in financial markets, investments, and wealth management. Knowledge of Equity, Mutual Funds, and Discounted Cash Flow (DCF) is required. Preferred qualifications include internship or work experience in investment research, equity analysis, or wealth advisory, along with certifications such as NISM, CFA Level 1, or equivalent. Remuneration for this full-time position will be competitive and based on your experience and qualifications. The work schedule is during the day shift, and the work location is in person.,

Join Climate Collective Foundation to drive climate innovation through capital. We are seeking an experienced Investment Research Associate to join our mission-driven team focused on enabling climate-positive startups and influencing the flow of capital into the climate tech sector in India. As an Investment Research Associate, you will: - Conduct in-depth research within various sectors including Energy Transition, Circular Economy, Sustainable Mobility, Agri/Food/Waste, and Affordable & Green Housing. - Develop investment theses based on research findings. - Generate data-driven deliverables such as reports, pitch decks, policy notes, and infographics. - Act as the main point of contact at TNIFMC, collaborating with teams and aligning research with project objectives. - Present insights and investment opportunities to both internal and external stakeholders. - Stay informed about trends in climate tech, early-stage investing, and policy changes. We are looking for individuals with: - 4+ years of experience in investment research, impact consulting, finance, or a related field. - A Master's degree in Finance, Economics, Sustainability, or a related discipline, or CA/CFA (USA) qualification. - Strong skills in research, writing, and presentation. - Previous exposure to startups, investor networks, or climate-focused funds is advantageous. - Proficiency in Tamil is desirable. - Background in VC/PE/Incubator is a plus. - Working knowledge of tools like Excel and PowerPoint is a bonus. This role is significant because you will play a crucial part in directing funding towards impactful startups in India. If you are enthusiastic about sustainable development and wish to contribute to a high-impact, policy-aligned initiative, we encourage you to apply. Please note that applicants based in Chennai will be given preference due to the operational and stakeholder engagement requirements of the role. Apply now at https://lnkd.in/gCMhhf4n.,

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

Job Title: Associate Analyst Requesting Function: Core Business Services (CBS) Sub Function: Risk Management Services (RMS - Conflicts) Reports to: Service Delivery Manager Job Purpose: Risk Management Services (RMS”) team plays an important role for EY in addressing the internal risks of the firm associated with accepting new clients or engagements as well as in managing any risks associated with our on-going audit / non audit engagements/clients. Formed in 2007, the RMS team is growing rapidly (1000+ team members) as a Center of Excellence for all standardized risk management related activities that can be efficiently undertaken from Global Delivery Services locations. The role of the Conflicts sub-function in RMS is to identify and address potential conflicts of interest of new or existing engagements. The conflicts process assesses internal EY relationships with the parties involved and provides safeguards to address the threat of potential conflict to an acceptable level. The process also identifies certain matters that need to be considered, or complied with, from an independence perspective, as well as other professional ethical standards and legal or regulatory requirements. What you will do: Develop an understanding of EY Global / local conflict policies and apply them to real situations. Perform initial review of conflict check submissions from EY client serving teams. Identify all the relevant entities related to the engagement and perform analysis. Review findings to identify potential conflicts. Share leading practices and support seniors in the development of training materials. Ensuring prompt escalation whenever required. Prepare appropriate conflict safeguards for client serving teams to address the firm’s ethical obligations. Understand the firm structure, business strategies and service lines of the firm. Deliver on pre-defined individual and team targets including delivering outcomes with quality and completion. Knowledge, skills and experience requirements: Ability to work in a deadline driven environment. Attention to detail. Good analytical skills with a logical mind-set to take right decisions at right time. Ability to successfully multi-task while working independently or in coordination with other professionals Understand and maintain the confidentiality of all information. Interpersonal skills. Good level of written and verbal communication skills. Preferably working experience in a Compliance environment but not mandatory. Must have good working knowledge of MS office. Qualifications, certifications and education requirements: Post Graduate in MBA Finance/Operations Preferably an International Certificate in Enterprise Risk Management or similar

Specific Experience A candidate must have worked as a research analyst in the past to become an Sr. instructor. This role involves research on stocks, preparing reports and communicating to the students. It also involves teaching fundamental analysis to students. Direct Responsibilities Course & Session Management: Oversee the Investor course and Sessions, ensuring smooth execution of content delivery, scheduling, and participant engagement. Stay updated with broader markets and sectors. Analyze and monitor performance of recommended stock ideas to the students. Generate new stock ideas. Generate regular reports with updates on the stocks. Serve as the primary point of contact for any operational issues related to course materials, participant queries, or scheduling conflicts. Ensure all educational content is up-to-date, relevant, and aligns with the latest market trends and investment strategies. Coordinate with external trainers, guest speakers, or content creators to ensure seamless integration into the educational program. Handle any urgent decision-making processes related to course management, content creation, or client escalation in the Heads absence. Reporting & Analytics: Maintain tracking and reporting systems for both educational outcomes (course participation, engagement, feedback) Provide regular performance insights to senior management, identifying opportunities for improvement in educational content delivery Contributing Responsibilities Cross-functional Collaboration: Work closely with sales , customer support , and training teams to ensure alignment in messaging, course offerings, and overall brand voice. Participate in meetings with senior management to contribute insights on course performance, marketing strategies, and market opportunities. Content Development & Improvement: Contribute to the development and refinement of course materials, presentations, and learning resources. Gather and analyze student feedback and market trends to provide input on potential improvements to course content or structure. Assist in the design and creation of new training modules or supplementary materials that enhance the learning experience. Market Research & Competitor Analysis: Conduct market research to understand the competitive landscape of investment education, identifying trends, gaps, and opportunities. Monitor competitors offerings and ensure Mirae Asset Sharekhan Education’s courses remain competitive in terms of value, content quality, and marketing appeal. Customer Engagement & Support: Contribute to enhancing the student experience by addressing customer feedback, resolving concerns, and ensuring participants have the support they need throughout their learning journey. Participate in the creation of student success stories , testimonials, or case studies that can be utilized for marketing and promotional purposes Event & Webinar Coordination: Assist in the planning and execution of live events, webinars, or special sessions related to Investor course. Ensure events run smoothly, including technical support, speaker coordination, participant engagement, and post-event follow-up Co-ordinate with on-boarded consultants for conducting special sessions. Technical & Behavioural Competencies Course Management & Education Delivery: Knowledge of Learning Principles: Ability to apply education theories and practices to optimize the learning experience for course participants. Learning Management System (LMS) Proficiency: Expertise in using platforms to manage, track, and report on course enrollment, progress, and feedback. Content Development & Instructional Design: Experience in creating, structuring, and refining educational content for investment courses, including understanding of financial markets and investment strategies Specific Qualifications (if required) CFA or MBA preferred NISM certification for Research Analyst **Candidates must have present/past experience in Equity Research

As an Investment Intern at EX Venture Academy located in Bali, Indonesia, you will have the opportunity to elevate your career against the stunning backdrop of Indonesia's cultural beauty. This 4 to 6-month unpaid internship is designed for individuals eager to immerse themselves in the world of investment and make a significant impact. Exceptional candidates may be considered for scholarships to further enhance their experience. Your primary responsibilities will include conducting investment research, performing financial analysis to support client engagements, and collaborating with seasoned professionals to develop strategic investment plans. You will also have the chance to attend client meetings, prepare investment reports and proposals, and contribute to project management efforts to ensure timely goal achievement. Additionally, you are encouraged to bring innovative ideas to improve service delivery and enhance client satisfaction. To qualify for this internship, you should be currently enrolled in or have recently graduated from a degree program in Finance, Economics, Business, or a related field. Strong analytical and problem-solving skills are essential, along with excellent interpersonal and communication abilities. Proficiency in the Microsoft Office Suite is required, and familiarity with investment analysis tools is a plus. Fluency in English is a must, while knowledge of additional languages is advantageous. Joining EX Venture Academy offers numerous benefits, including the opportunity to experience Bali's vibrant culture while gaining valuable real-world insights. You will have access to industry professionals and leaders who are dedicated to your growth and development. Moreover, personalized mentorship, professional development workshops, and the potential for a full-time position post-internship completion are also on offer. To apply for this exciting opportunity, submit your resume and a cover letter emphasizing your passion and experience in investment. Remember to include "Investment Internship Application" in the subject line. Join us at EX Venture Academy in Bali, where you can contribute meaningfully to shaping the future of investment and gaining invaluable experience. Visit our websites at www.exventure.co and www.baliinternship.com for more details. Connect with us on social media platforms such as Instagram (@exventureacademy) and TikTok (@exventureacademy1). We look forward to witnessing the impact you will make!,