Senior Research Analyst - Cat III AIF

Senior Research Analyst – Alternative Investments

Key responsibilities

Investment Research & Analysis

Conduct fundamental and quantitative research across relevant asset classes, securities and investment opportunities.

Analyse company financials, valuations, market trends, macroeconomic indicators and relevant investment data.

Develop investment theses supported by data, research and clearly articulated risk–reward assessments.

Prepare investment notes, strategy presentations and recommendations for internal review.

Portfolio & Fund Management Support

Support portfolio construction, asset allocation, position sizing and investment monitoring.

Track portfolio performance against relevant benchmarks and analyse returns, volatility, drawdowns and other risk metrics.

Monitor market developments, identify emerging opportunities and flag potential portfolio risks.

Assist in evaluating investment strategies, hedging approaches and portfolio-level risk exposures, where relevant.

Contribute to post-investment reviews and performance attribution to strengthen future investment decisions.

AIF & Investment Governance

Support investment evaluation and documentation processes within the applicable fund mandate.

Work with internal stakeholders on investment reporting, portfolio reviews and relevant regulatory or governance requirements.

Maintain rigorous research documentation, data integrity and analytical discipline.

Continuous Strategy Development

Develop a deeper understanding of investment strategies, market behaviour and portfolio risk.

Use financial models, analytical tools and market data to improve investment evaluation.

Contribute ideas that strengthen investment processes and decision-making.

Who should apply
Experience: 3-5 years in investment research, portfolio analysis, fund management, equity research or a closely related buy-side role.

Certification: NISM Series XIX-C – Alternative Investment Fund Managers Certification is mandatory. Candidates should be able to provide evidence of certification and validity.

Education: MBA Finance, CFA, CA or another relevant finance, investment or quantitative qualification.

Preferred experience: Exposure to a Category III AIF, PMS, alternative investment manager or an investment team handling complex investment strategies.

Technical skills: Strong financial modelling, valuation, investment analysis and spreadsheet skills. Familiarity with portfolio analytics and market-data tools is desirable.

Analytical ability: A structured approach to evaluating investment opportunities, risk–reward trade-offs and portfolio performance.

Communication: Ability to present investment ideas clearly, defend assumptions and communicate research findings effectively.

Mindset: Intellectual curiosity, ownership, attention to detail and a strong interest in developing as an investment professional.

What makes this opportunity interesting
Exposure to the investment decision-making process rather than research in isolation.

An opportunity to build expertise in the alternative-investments ecosystem.

Direct contribution to investment analysis, portfolio monitoring and strategy evaluation.

Scope to develop towards greater investment responsibility as capabilities and performance grow.

*Location*
Mumbai