CareerPlan

Research Analyst

Surat City, Gujarat, IndiaFull-time360k–840k2026-07-15 → 2026-09-11
Based in India

Core

Conduct in-depth investment research, financial analysis, and valuation across equities, mutual funds, and fixed-income securities to identify investment opportunities and support portfolio management.

Role type

Research Analyst (Investment Advisory)

Builds

Research reports, investment notes, financial models, and actionable investment recommendations.

Domain

Financial Services / Investment Advisory

Required skills

Fundamental research, financial statement analysis, valuation techniques, financial modeling, investment screening frameworks, market development tracking, regulatory compliance

Preferred skills

Equity research experience, mutual funds analysis, fixed-income securities analysis, portfolio construction support, client proposal preparation

Technologies

Microsoft Excel, PowerPoint, financial databases, research platforms

Responsibilities

Conduct fundamental research on equities, mutual funds, and fixed-income securities; Analyse company financial statements and macroeconomic developments; Develop and maintain financial and valuation models; Prepare research reports and investment recommendations; Support portfolio construction and monitoring; Track market developments and regulatory updates; Collaborate with internal teams for research-backed insights

Seniority

Junior to Mid-level (1–3 years experience required)