ROLES & RESPONSIBILITIES

• Undertaking thorough research on portfolio companies and companies under evaluation.
• Developing and maintaining financial models.
• Prepare, pitch, and maintain detailed and compelling financial research summaries/reports and presentations.
• Monitor ongoing developments in investee companies, staying abreast of changes in performance, industry trends, and market conditions.
• Support the portfolio manager in identifying and mitigating risks across the fund’s investments, contributing to overall risk management strategies.
• Cultivate expertise in specific sectors, staying informed about industry dynamics and contributing insights to inform investment decisions.

SKILLS AND COMPETENCIES REQUIRED

• Previous experience gained in a similar role in another financial services organization.
• Exposure to fundamental financial principles and experience of applying these.
• Ability to communicate clearly and confidently.
• Aptitude for ongoing personal and professional development

ELIGIBILITY CRITERIA

• Qualification – CA/CFA/ MBA or equivalent
• Application should be ok for Worli, Mumbai Location (5 days working).
• Applicants must have strong proficiency in Microsoft Office. (Especially Excel and Power point)