About Company : An AI-driven platform that enhances research and due diligence processes for financial institutions, make more informed, data-backed decisions efficiently
Job Description :
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 cycles
- Consumer lending
- Payments
- Wealth management
- Regulation
- Capital markets activity
2. Financial Analysis & Modeling
- Analyze financial statements and operating KPIs.
- Maintain comparable company tables.
- Build and maintain lightweight Excel models including:
- Forecast drivers
- Scenarios
- Sensitivity analysis
3. Research Outputs & Reporting
- Produce high-quality written outputs, including:
- Research memos
- Investment-style notes
- Slide-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 filings
- Annual reports
- Investor presentations
- Earnings call transcripts
- Regulatory publications
- Reputable news sources
6. Knowledge Management
- Maintain a structured knowledge base of:
- Sources
- Assumptions
- Workpapers
- Ensure high quality standards, clean documentation, and reproducible outputs.
Candidate Requirements :
- Bachelor's degree in Commerce, Finance, Economics, Engineering, or a related field.
- 12 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:
- SEC
- UK
- EU
- India
- APAC
Ideal 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.
Mandatory Requirement
Primary Job Profile : Equity Research
Technical Skills : Investment analysis, Market research, Equity Research
