Conduct comprehensive financial and operational analysis of companies, credit instruments, and investment opportunities across assigned sectors/themes, with particular focus on Middle East, US and UK as relevant.
Develop and maintain sophisticated financial models (DCF, comparable valuations, credit risk frameworks, LBO analysis) to support investment theses and portfolio construction.
Perform multi-scenario stress testing and sensitivity analysis to quantify downside risks, default probabilities, and return expectations across economic cycles.
Synthesize macroeconomic, sector, and microeconomic data to build robust investment narratives that differentiate from consensus.
Prepare investment committee memos, pitch decks, and recommendation reports (buy/hold/sell/reduce) tailored for portfolio managers, CIOs, and institutional clients.
Present investment ideas verbally with strong visual storytelling, translating complex quantitative analysis into compelling narratives for audiences with varying levels of financial sophistication.
Monitor and update investment theses quarterly, incorporating earnings revisions, management guidance, regulatory changes, and market developments.
Manage relationships with portfolio companies / credit issuers through quarterly calls, annual report reviews, and management meetings.
Attend and actively participate in company earnings calls, industry conferences, and investor forums; synthesize insights for internal teams.
Respond to ad-hoc research requests from clients and portfolio managers with turnaround times of 24-48 hours.
Collaborate with sales and business development teams on research-driven thought leadership and client engagement.
Develop and publish deep-dive industry notes, thematic research, and thought leadership pieces that articulate forward-looking market views and support client engagement.
Candidate Profile
CA / CFA / MBA Finance from leading B-Schools.
5+ years of experience in investment research, financial modelling, and valuation.
Advanced Excel: VBA programming, power query, advanced formula construction; ability to build dynamic, scalable models.
Data tools: Working knowledge of Python or R for data manipulation, statistical modeling, and exploratory data analysis. Familiarity with libraries (pandas, scikit-learn, matplotlib, Beautiful(Soup) and version control (Git).
AI/ML & Automation: Practical experience with ChatGPT, Claude, or similar LLMs for accelerating research workflows.
Data Visualization & Dashboard Design: Proficiency in Tableau, Power BI, or similar tools to create compelling, interactive reports and dashboards.
At least 2 years of experience in coaching and reviewing the outputs of junior team members.
Strong understanding of financial concepts, financial statements, ratios and valuation techniques, including DCF, LBO, SOTP, comparable valuation, etc.
Excellent financial modeling and report writing skills with experience in writing information memorandums.
Strong quantitative aptitude and ability to draw inferences from a set of numbers / financials.
Experience in conducting management calls, expert interviews and in-depth secondary research.
Proficiency in using financial information databases, such as Bloomberg, Thomson Eikon, Capital IQ, Merger Market, Factiva.
Excellent data presentation and synthesis skills with attention to detail.
Impeccable verbal and written communication skills.
Demonstrate learning aptitude, openness to feedback and ability to work in a team as well as individually.
