Institutional Research Analyst

Job Title: Institutional Research AnalystJob Summary

We are seeking a detail-oriented and analytical Institutional Research Analyst to support investment research and decision-making by conducting in-depth analysis of companies, industries, and financial markets. The role involves preparing research reports, financial models, and investment recommendations for institutional clients while monitoring market trends and economic developments.

Key Responsibilities

Conduct fundamental research on companies, sectors, and financial markets.

Analyze financial statements, annual reports, earnings releases, and investor presentations.

Build and maintain financial models, valuation models, and forecasting tools.

Prepare research reports, investment notes, and market updates for institutional clients.

Monitor macroeconomic indicators, industry trends, and regulatory developments.

Track corporate actions, earnings announcements, and market-moving events.

Assist senior analysts in developing investment strategies and recommendations.

Interact with company management, industry experts, and institutional investors when required.

Maintain research databases and ensure data accuracy.

Support client meetings, presentations, and investment discussions.

Collaborate with sales, trading, and portfolio management teams to provide research insights.

Ensure compliance with regulatory requirements and internal research standards.

Required Qualifications

Bachelor's degree in Finance, Economics, Commerce, Business Administration, or a related field.

MBA (Finance), CFA (completed or pursuing), FRM, or equivalent qualification is preferred.

1–5 years of experience in equity research, institutional research, investment analysis, capital markets, or financial services.

Freshers with strong financial analysis skills and relevant internships may also be considered.

Required Skills & Competencies

Strong understanding of financial statement analysis and valuation techniques.

Proficiency in Microsoft Excel, PowerPoint, and financial modeling.

Knowledge of equity markets, capital markets, and investment products.

Excellent analytical and quantitative skills.

Strong written and verbal communication skills.

Ability to prepare high-quality research reports and presentations.

Attention to detail and accuracy.

Time management and ability to work under tight deadlines.

Familiarity with financial databases such as Bloomberg, Capital IQ, Refinitiv, FactSet, or similar platforms is an advantage.

Key Performance Indicators (KPIs)

Accuracy and quality of research reports.

Timeliness of research publication.

Effectiveness of investment recommendations.

Financial model accuracy and maintenance.

Client and stakeholder feedback.

Contribution to investment ideas and market insights.

Preferred Experience

Experience in equity research, institutional brokerage, investment banking, asset management, mutual funds, or wealth management.

Exposure to financial modeling and company valuation.

Experience covering specific sectors (e.g., Banking, IT, Pharma, Manufacturing, Consumer) is an added advantage.

Compensation & Benefits

Competitive salary.

Performance-based incentives/bonus.

Health insurance and employee benefits.

Learning and certification support (CFA, NISM, etc.).

Career progression opportunities within research and investment teams.

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

Health insurance

Paid sick time

Provident Fund

Work Location: In person