This role is for one of the Weekday's clients

Salary range: Rs 360000 - Rs 840000 (ie INR 3.6-8.4 LPA)

Experience: 1+ yrs

Location: Surat, Gujarat, India

Job Type: Full-Time

We are seeking a highly analytical and detail-oriented Research Analyst to support investment research and financial analysis across a diverse range of asset classes. This role is ideal for professionals who are passionate about financial markets, company analysis, and data-driven investment decision-making. You will play a key role in identifying investment opportunities, evaluating market trends, and delivering actionable insights that support portfolio management and long-term wealth creation.

As a Research Analyst, you will work closely with investment professionals, portfolio managers, and advisory teams to conduct in-depth fundamental research, build financial models, and prepare comprehensive investment reports. The role requires a strong understanding of equity research, valuation methodologies, financial statement analysis, and macroeconomic trends, along with the ability to translate complex financial data into meaningful recommendations. This is an excellent opportunity for professionals looking to grow their expertise in investment research within a collaborative and research-driven environment.

Requirements

Key Responsibilities

• Conduct comprehensive fundamental research on equities, mutual funds, fixed-income securities, and other investment instruments.
• Analyze financial statements, business models, industry trends, and macroeconomic developments to identify attractive investment opportunities.
• Develop and maintain financial models, valuation models, and investment screening frameworks to support research activities.
• Prepare detailed research reports, investment notes, and data-backed recommendations for internal stakeholders.
• Support portfolio monitoring, portfolio reviews, and investment performance analysis.
• Track market movements, economic indicators, regulatory developments, and industry updates that impact investment strategies.
• Assist in preparing investment presentations, research materials, and client-facing documentation.
• Collaborate with cross-functional teams to provide research insights that support strategic investment decisions.
• Ensure research activities comply with applicable regulatory requirements and internal governance standards.
• Continuously enhance research methodologies and contribute to process improvements for greater analytical efficiency.

What Makes You a Great Fit

• 1–3 years of experience in Research Analysis, Equity Research, Investment Research, Wealth Management, Portfolio Analysis, or Investment Advisory.
• CFA Level II qualified with a strong foundation in investment analysis and financial markets.
• Strong expertise in financial statement analysis, company valuation, and financial modeling techniques.
• Advanced proficiency in Microsoft Excel and PowerPoint for financial analysis and reporting.
• Familiarity with financial databases, investment research platforms, and analytical tools is an advantage.
• Excellent analytical, quantitative, and problem-solving abilities with strong attention to detail.
• Ability to interpret complex financial information and convert it into clear, actionable investment insights.
• Strong written and verbal communication skills with the ability to present research findings effectively.
• Self-motivated, organized, and capable of managing multiple research assignments while meeting deadlines.
• A proactive learning mindset with a passion for capital markets, investment research, and long-term wealth creation.