Investment Research Analyst – CFA – 1+ Years - Mumbai
An exciting career opportunity to be a part of broader Investment Research team, which focuses on investing in private assets with an emphasis on ESG and innovation. This team handles the initial asset setup, continuous monitoring of deals and ESG/impact performance, portfolio analysis, and provides valuable insights to support the Catalyst portfolio.
Location: Mumbai
Your future employer: A leading, global group with billions of assets under management providing comprehensive financial services serving millions of customers.
Responsibilities:
- Supporting the team by sourcing performance data for portfolio companies from investor reports, and updating and maintaining our proprietary database with the latest performance metrics for in-depth analysis.
- Creating, updating, and refining reports using Power BI to showcase trends in Catalyst investments, including performance metric changes, key financials, and ESG information.
- Applying a strong grasp of financial concepts and key ratios to analyze financial statements and performance metrics of portfolio companies.
- Monitoring the financial and non-financial performance of portfolio companies relative to their original projections, identifying and reporting key findings or red flags for further investigation.
- Demonstrating an understanding of underwriting guidelines, cash flow modeling, deal terms, and third-party information.
- Conducting analyses of existing investments and prepare quarterly reports to present observations to Fund Managers and the broader Catalyst team for portfolio review.
Requirements:
- CFA Level 1/2/3 cleared with full Finance graduation degree
- 1-3 years of experience in analyzing financial statements and managing operations/database maintenance, ideally within the private assets sector.
- Proficient in MS Excel and Power BI, with additional knowledge of VBA considered a plus.
What is in it for you?
- Fast track career growth
- Market leading remuneration
- Liaise extensively with stakeholders
Reach Us:
If you think this is the right opportunity for you, feel free to apply or forward your application with your updated resume at nikita.gupta@crescendogroup.in for further discussions.
Disclaimer: Crescendo Global is an ISO 9001:2015 certified Leadership Hiring consulting arm of Crescendo Group with expertise in mid to senior level niche recruitment. We are passionate about empowering job seekers and employers with an engaging memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.
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