Job Description
Job details
No matching job preferences
Salary
₹7,50,000 - ₹12,00,000 a year
Job type
Full-time
Regular / Permanent
Shift and schedule
Day shift
Monday to Friday
Benefits & Perks
Work from home, Provident Fund, Health insurance, Paid time off
Qualifications
Client servicing: 1 year (Preferred)
Benefits
Pulled from the full job description
Flexible schedule
Health insurance
Leave encashment
Paid time off
Provident Fund
Work from home
Full Job Description
Job Description:
We have developed a proprietary Investment Framework – combining fundamental, technical, quantitative and behavioural analysis. The research/analytics is primarily driven towards client advisory requirements, and it could be on Indian as well global investment securities. The Research Associate works on all sectors on equity market and other asset classes.
Role and Responsibilities
The primary responsibility is to study and input the company’s fundamental data from the company’s annual report or other financial reports into MA developed spreadsheet formats
o Comprehensive input and analysis of 15 years of financial data or more, if available
o Understanding the company's fundamentals and the true economic profits rather than reported earnings which can be subsequently used for valuation with reasonable certainty/conviction
o Focus on quality of earnings including accounting policy choices/changes and the impact of same on reported earnings
o Analysis of research screen in terms of number classification, ratio analysis and quality grading etc.
o Be able to highlight glaring risks vis-à-vis Quality of Earnings and questionable Corporate Governance
o Basic understanding of valuation methodology and business/industry analysis
Some other key pointers encompassing the responsibility of Research Associate (Client Servicing) are:
o Analysis of Mutual Funds in the propriety framework
o Analysis of fixed income instruments in the propriety framework
o Analysis of other investment securities (Alternatives, IPOs, Hedge Funds etc)
o Support Analysts/Investment Advisors in Client Advisory responsibilities
Qualifications and Education Requirements
Education Qualifications:
o CA (Must have)
o CFA (Good to have)
Required Skills:
o Knowledge of Accounting and Ratio Analysis
o Familiarity with Annual Reports/Financial Reports
o Proficiency in Excel/MS Office Suites/Database environment
Preferred Skills:
o An eye for detail and liking for numbers
o Good communication Skills (Verbal and Written) and Confidence for client interactions.
o Professional development in terms of investment related readings and understanding thought processes of leading global investors is encouraged.
o Sincerity and efficiency are required with demonstration of interest and willingness to learn
Minimum work experience Required: 0-2 years of experience
Job Types: Full-time, Regular / Permanent
Salary: ₹750,000.00 - ₹1,200,000.00 per year
Benefits:
Flexible schedule
Health insurance
Leave encashment
Paid time off
Provident Fund
Work from home
Schedule:
Day shift
Monday to Friday
Supplemental pay types:
Performance bonus
Application Question(s):
Are you passionate about investing?
Which is the highest level of CFA whch you have cleared?
Experience:
client servicing: 1 year (Preferred)
Hiring Insights
Hiring 1 candidate for this role
Job activity
Posted today
No matching job preferences
Salary
₹7,50,000 - ₹12,00,000 a year
Job type
Full-time
Regular / Permanent
Shift and schedule
Day shift
Monday to Friday
Benefits & Perks
Work from home, Provident Fund, Health insurance, Paid time off
Qualifications
Client servicing: 1 year (Preferred)
Benefits
Pulled from the full job description
Flexible schedule
Health insurance
Leave encashment
Paid time off
Provident Fund
Work from home
Full Job Description
Job Description:
We have developed a proprietary Investment Framework – combining fundamental, technical, quantitative and behavioural analysis. The research/analytics is primarily driven towards client advisory requirements, and it could be on Indian as well global investment securities. The Research Associate works on all sectors on equity market and other asset classes.
Role and Responsibilities
The primary responsibility is to study and input the company’s fundamental data from the company’s annual report or other financial reports into MA developed spreadsheet formats
o Comprehensive input and analysis of 15 years of financial data or more, if available
o Understanding the company's fundamentals and the true economic profits rather than reported earnings which can be subsequently used for valuation with reasonable certainty/conviction
o Focus on quality of earnings including accounting policy choices/changes and the impact of same on reported earnings
o Analysis of research screen in terms of number classification, ratio analysis and quality grading etc.
o Be able to highlight glaring risks vis-à-vis Quality of Earnings and questionable Corporate Governance
o Basic understanding of valuation methodology and business/industry analysis
Some other key pointers encompassing the responsibility of Research Associate (Client Servicing) are:
o Analysis of Mutual Funds in the propriety framework
o Analysis of fixed income instruments in the propriety framework
o Analysis of other investment securities (Alternatives, IPOs, Hedge Funds etc)
o Support Analysts/Investment Advisors in Client Advisory responsibilities
Qualifications and Education Requirements
Education Qualifications:
o CA (Must have)
o CFA (Good to have)
Required Skills:
o Knowledge of Accounting and Ratio Analysis
o Familiarity with Annual Reports/Financial Reports
o Proficiency in Excel/MS Office Suites/Database environment
Preferred Skills:
o An eye for detail and liking for numbers
o Good communication Skills (Verbal and Written) and Confidence for client interactions.
o Professional development in terms of investment related readings and understanding thought processes of leading global investors is encouraged.
o Sincerity and efficiency are required with demonstration of interest and willingness to learn
Minimum work experience Required: 0-2 years of experience
Job Types: Full-time, Regular / Permanent
Salary: ₹750,000.00 - ₹1,200,000.00 per year
Benefits:
Flexible schedule
Health insurance
Leave encashment
Paid time off
Provident Fund
Work from home
Schedule:
Day shift
Monday to Friday
Supplemental pay types:
Performance bonus
Application Question(s):
Are you passionate about investing?
Which is the highest level of CFA whch you have cleared?
Experience:
client servicing: 1 year (Preferred)
Hiring Insights
Hiring 1 candidate for this role
Job activity
Posted today
💡 Quick Summary
Seeking a career-building opportunity? The Research Associate | Client Servicing position is now open for candidates interested in the MIS Executive sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
