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Investment Analyst – CAT III AIF | IT / Technology Sector
Location: Mumbai
Experience: 2 – 7 Years
Education: MBA/PGDM from IIMs preferred
Industry: Asset Management / AIF / Public Markets
About the Role:
We are looking for an Investment Analyst to join the investment team of a leading asset management platform, with a focus on Category III AIF and public-market investments.
The role will involve fundamental research and investment analysis of listed companies, with a specific focus on the IT / Technology sector. The candidate will work closely with senior investment professionals and contribute to investment ideas, portfolio decisions and fund strategy.
Key Responsibilities:
– Conduct fundamental research on listed companies, primarily within the IT / Technology sector.
– Track industry trends, competitive dynamics, business models, management quality and key growth drivers.
– Develop detailed financial models, valuation models and earnings forecasts.
– Generate differentiated investment ideas and stock recommendations based on fundamental analysis.
– Prepare investment notes, sector reports and detailed investment theses for discussion with senior investment professionals.
– Monitor quarterly results, management commentary, corporate announcements and industry developments.
– Participate in management meetings, analyst meets, expert calls and primary research.
– Evaluate investment opportunities from a risk-reward and valuation perspective.
– Monitor portfolio holdings and identify changes in investment thesis, valuation or risk factors.
– Work closely with the CIO / Fund Manager / Investment Committee on investment decisions.
– Contribute to portfolio construction, position sizing and ongoing portfolio monitoring.
Key Requirements:
– 2 – 7 years of relevant experience in equity research, investment management, AIF, PMS, asset management or public-market investing.
Mandatory:
– Experience with a Category III AIF, preferably with a listed / public-market investment strategy.
– Strong experience in IT / Technology / Software / Digital / IT Services sector research.
– Demonstrated experience in stock research, investment analysis and idea generation.
– Strong understanding of financial statements, valuation methodologies and financial modelling.
– Ability to independently develop an investment thesis and articulate the rationale, risks and valuation.
– Strong communication and presentation skills with the ability to present investment views to senior stakeholders.
– MBA/PGDM from an IIM preferred.
– Candidates with 2 – 3 years of experience from IIMs with strong CAT III / public-market exposure may also be considered.
To apply for this job please visit www.iimjobs.com.
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