4,280 Equity Research Analysts jobs in India

Analyst - Financial research

Bengaluru, Karnataka Arena Investors I Quaestor Advisors

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Job Description

Transaction-related Research Support

  • Researching specific industries / sectors as part of the transaction evaluation process, including:
    • Synthesizing findings from consultant research into concise summaries / reports or providing data summaries / charts as appropriate
  • Identifying similar transactions (and terms) to proposed transaction
  • Identifying potential sources of information or experts to use in the formal due diligence phase
  • Processing and analyzing large sets of data related to potential borrowers (customer, financial etc.)
  • Execute valuation and financial analysis and conduct industry research

Non-Transaction Related Research Support

  • Breaking down specific industries / segments (issues, participants, recent transactions, capital providers) with goal of identifying potential opportunities for Arena e.g. Litigation Funding
  • Leading research in support of Arena European Credit team new business development
    • Personnel: finding potential Arena hires
    • Firms: finding firms Arena can partner with to invest in a specific sub-sector
    • Companies: finding companies Arena can fund or acquire (portfolio companies)

Lead Generation and Knowledge Management

  • Using the internet, Arena subscribed databases or other sources to create leads including brokers or other vendors across Europe
  • Utilizing the firm’s proprietary CRM system to maintain and drive leads through the pipeline and coordinating with Operations for all administrative steps
  • Creating and maintaining internal metrics / information relating to past deals within a specific Arena vertical or subvertical (both internal and broader Arena)
  • Maintaining and updating standardized templates for pre-deal, deal and post-deal

Requirements

The Financial Analyst needs to have significant initiative and the ability to think creatively to “get to the right sources”. They will ultimately have a lot of responsibility in shaping the output of many of the research products created and will work closely with all team members including Managing Directors on a frequent basis. The ideal candidate should be comfortable with data accumulation through various methods (utilizing databases, google searches, etc.), interpreting and presenting data, synthesizing research findings into concise reports / summaries, etc. based on above.

The preferred candidate should also have either work or educational experience in elementary financial analysis e.g. worked as an analyst, or accountant or studied financial management / analysis.

The candidate must thrive as a self-starter, as they will have tremendous autonomy and they should be 100% comfortable with working remotely.

Financial industry experience; MBA/PGDM in Finance required

Strong oral and written communication skills & excellent time management

Computer skills including use of Word /Excel/ Presentation

This advertiser has chosen not to accept applicants from your region.

Financial Research Specialist

Evalueserve India

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Job Description

About Investment Research (IR)

As a global leader in knowledge processes, research, and analytics, you will be working with a team that specializes in global market research, working with the top-rated investment research organizations, bulge bracket investment banks, and leading asset managers. We cater to 8 of the top 10 global banks, working alongside their product and sector teams, supporting them on deal origination, execution, valuation, and transaction advisory-related projects.


What you will be doing at Evalueserve -

  • Provide onshore support to sell-side research analysts (institutional equities) of the capital markets and investment group
  • Collect and analyze financial data using online and other data sources, such as Bloomberg and Reuters
  • Build historical financial models and provide forecasts
  • Develop company operating metrics based on relevance across different sectors / companies
  • Calculate company valuation using DCF, DDM, trading and transaction multiples, and EVA, among others
  • Prepare company profiles, earning notes, quarterly updates, initiation of coverage reports, sector reports, newsletters, technology primers, flash notes, and theme based reports, among others
  • Summarize investment conference calls and conduct management interviews
  • Develop roadshow presentations
  • Manage ad hoc research requests based on client requirements


What we are looking for-

  • CA / MBA (Finance);
    CFA (added advantage)
  • 1+ years in Equity Research in institutional sell-side research from India Market
  • Strong accounting and financial skills
  • Good analytical skills
  • Knowledge of macroeconomic aggregates and regression analysis
  • Ability to meet tight deadlines and ensure timely completion of tasks
  • Ability to implement new working styles
  • Ability to identify proactive ways of contributing to the companys goals and mission
  • Knowledge of databases (such as Bloomberg and Reuters) and other financial data systems
  • Excellent communication and interpersonal skills
  • Proficiency in MS Office


Disclaimer: The following job description serves as an informative reference for the tasks you may be required to perform. However, it does not constitute an integral component of your employment agreement and is subject to periodic modifications to align with evolving circumstances.


Please Note: We appreciate the accuracy and authenticity of the information you provide, as it plays a key role in your candidacy. As part of the BGV process, we verify your employment, education, and personal details. Please ensure all information is factual and submitted on time. For any assistance, your TA SPOC is available to support you.

This advertiser has chosen not to accept applicants from your region.

Financial Research Intern

Bengaluru, Karnataka Tradeshala

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Job Description

Job Title: Finance Intern

Location: Remote / Hybrid (Bangalore preferred)

Organization: Tradeshala

Stipend: Up to ₹30,000 per month based on performance

Duration: 2 Months

Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)


About Tradeshala

Tradeshala is a leading experiential learning platform focused on professional training in stock markets, derivatives, and trading strategies. We bridge the gap between academic knowledge and real-world trading by providing live market internships, hands-on tools, and direct mentorship from industry experts.


Role Overview

As a Finance Intern at Tradeshala, you’ll work closely with our core team on financial research, investment analysis, portfolio reporting, and trading desk support. This internship is designed to give you practical exposure to capital markets, trading behaviour, and the analytical tools used by professionals in the industry.


Key Responsibilities

  1. Assist in analysing equity markets, derivatives, and macroeconomic trends
  2. Support the team in preparing investment memos, pitch reports, and earnings summaries
  3. Track financial news, stock performances, and trading ideas using tools like TradingView or Investing.Com
  4. Help with financial modelling, portfolio tracking, and performance metrics
  5. Contribute to content and research for training sessions, case studies, and competitions
  6. Collaborate with traders to back test and validate strategies
  7. Participate in daily trade reviews and performance improvement sessions


Who Should Apply?

  1. Undergraduates or recent graduates in Finance, Economics, Commerce, BBA, MBA, or related fields
  2. Passionate about stock markets, investing, and trading
  3. Basic knowledge of Excel, market terminologies, and investment platforms
  4. Strong analytical mindset and willingness to learn in a fast-paced environment
  5. Exposure to MS Excel, PowerPoint, or any charting tool is a bonus
  6. Candidates preparing for CFA/FRM or aspiring for roles in equity research, trading, or investment banking


What You’ll Gain

  1. Mentorship from experienced traders and finance professionals
  2. Real-time exposure to stock market operations, capital markets, and investment research
  3. Monthly stipend up to ₹30,000, based on performance
  4. Letter of Recommendation (LOR) and internship certificate on successful completion
  5. Opportunity for a Pre-Placement Offer (PPO) based on contribution and skill development
  6. Networking opportunities and access to Tradeshala alumni & expert community


Application Deadline: 30th of the Month

Start Date: Immediate availability preferred

This advertiser has chosen not to accept applicants from your region.

Analyst / Associate - Investment & Financial Research

Mumbai, Maharashtra Axience

Posted 1 day ago

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Job Description

About Axience

  • Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy
  • We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
  • Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther
  • We seek to hire and develop talent which is our industries' best in quality, efficiency , ambition and enthusiasm and love a fast paced, hard working environment


Investment and Financial Research

  • Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients
  • Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors.
  • We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services
  • Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm we expect and only hire top 10% candidates defined by a mix of attributes
  • Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a “Think and Execute” DNA is required.


Analyst / Associate / Senior Associate: Investment and Financial Research Services


Analysts to Senior Associates work on financial / investment research projects with responsibilities that may include (but not be limited to): 

• Support public and private markets buy side clients such as private equity and debt funds, family offices, institutional investors and others across functions and tasks

  • Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks

• Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research 

• Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports 

• Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance) 

• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally


Senior Associates are expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements


Associates typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors. Analysts have zero to three years experience supported by strong education, internships and exposures


Required skillset and characteristics

• Exceptional developed and demonstrable research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns

Multi taskers, hard working attitude suitable to professional services environment especially for small and growing firms


Required background: 

• Top-tier education and academic performance is essential to these roles

• Relevant experience in a KPO, boutique local investment banks, captive CoEs of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates

  • Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools
  • CFA Level 2 is desired for Associates and onwards
  • Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset
  • High ownership, bias to action, and the ability to inspire others.


Contact

If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to


Other Requirements

  • Only Mumbai based candidates or those that are willing to relocate will be considered
  • Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible


This advertiser has chosen not to accept applicants from your region.

Analyst / Associate - Investment & Financial Research

Mumbai, Maharashtra Axience

Posted today

Job Viewed

Tap Again To Close

Job Description

About Axience
Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy
We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther
We seek to hire and develop talent which is our industries' best in quality, efficiency , ambition and enthusiasm and love a fast paced, hard working environment

Investment and Financial Research
Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients
Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors.
We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services
Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm we expect and only hire top 10% candidates defined by a mix of attributes
Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a “Think and Execute” DNA is required.

Analyst / Associate / Senior Associate: Investment and Financial Research Services

Analysts to Senior Associates work on financial / investment research projects with responsibilities that may include (but not be limited to):
• Support public and private markets buy side clients such as private equity and debt funds, family offices, institutional investors and others across functions and tasks
Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks
• Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research
• Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports
• Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance)
• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally

Senior Associates are expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements

Associates typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors. Analysts have zero to three years experience supported by strong education, internships and exposures

Required skillset and characteristics
• Exceptional developed and demonstrable research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns
• Multi taskers, hard working attitude suitable to professional services environment especially for small and growing firms

Required background:
• Top-tier education and academic performance is essential to these roles
• Relevant experience in a KPO, boutique local investment banks, captive CoEs of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates
Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools
CFA Level 2 is desired for Associates and onwards
Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset
High ownership, bias to action, and the ability to inspire others.

Contact
If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to

Other Requirements
Only Mumbai based candidates or those that are willing to relocate will be considered
Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible
This advertiser has chosen not to accept applicants from your region.

Analyst / Associate - Investment & Financial Research

Mumbai, Maharashtra Axience

Posted today

Job Viewed

Tap Again To Close

Job Description

About Axience

  • Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy
  • We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
  • Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther
  • We seek to hire and develop talent which is our industries' best in quality, efficiency , ambition and enthusiasm and love a fast paced, hard working environment


Investment and Financial Research

  • Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients
  • Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors.
  • We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services
  • Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm we expect and only hire top 10% candidates defined by a mix of attributes
  • Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a “Think and Execute” DNA is required.


Analyst / Associate / Senior Associate: Investment and Financial Research Services


Analysts to Senior Associates work on financial / investment research projects with responsibilities that may include (but not be limited to): 

• Support public and private markets buy side clients such as private equity and debt funds, family offices, institutional investors and others across functions and tasks

  • Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks

• Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research 

• Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports 

• Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance) 

• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally


Senior Associates are expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements


Associates typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors. Analysts have zero to three years experience supported by strong education, internships and exposures


Required skillset and characteristics

• Exceptional developed and demonstrable research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns

Multi taskers, hard working attitude suitable to professional services environment especially for small and growing firms


Required background: 

• Top-tier education and academic performance is essential to these roles

• Relevant experience in a KPO, boutique local investment banks, captive CoEs of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates

  • Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools
  • CFA Level 2 is desired for Associates and onwards
  • Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset
  • High ownership, bias to action, and the ability to inspire others.


Contact

If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to


Other Requirements

  • Only Mumbai based candidates or those that are willing to relocate will be considered
  • Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible


This advertiser has chosen not to accept applicants from your region.

Analyst / Associate - Investment & Financial Research

Mumbai, Maharashtra Axience

Posted today

Job Viewed

Tap Again To Close

Job Description

About Axience

  • Axience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy
  • We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
  • Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther
  • We seek to hire and develop talent which is our industries' best in quality, efficiency , ambition and enthusiasm and love a fast paced, hard working environment


Investment and Financial Research

  • Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients
  • Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors.
  • We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services
  • Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm we expect and only hire top 10% candidates defined by a mix of attributes
  • Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a "Think and Execute" DNA is required.


Analyst / Associate / Senior Associate: Investment and Financial Research Services


Analysts to Senior Associates work on financial / investment research projects with responsibilities that may include (but not be limited to):

• Support public and private markets buy side clients such as private equity and debt funds, family offices, institutional investors and others across functions and tasks

  • Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks

• Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research

• Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports

• Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance)

• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally


Senior Associates are expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements


Associates typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors. Analysts have zero to three years experience supported by strong education, internships and exposures


Required skillset and characteristics

• Exceptional developed and demonstrable research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns

Multi taskers, hard working attitude suitable to professional services environment especially for small and growing firms


Required background:

• Top-tier education and academic performance is essential to these roles

• Relevant experience in a KPO, boutique local investment banks, captive CoEs of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates

  • Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools
  • CFA Level 2 is desired for Associates and onwards
  • Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset
  • High ownership, bias to action, and the ability to inspire others.


Contact

If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to


Other Requirements

  • Only Mumbai based candidates or those that are willing to relocate will be considered
  • Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible


This advertiser has chosen not to accept applicants from your region.
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Analyst / associate - investment & financial research

Mumbai, Maharashtra Axience

Posted 5 days ago

Job Viewed

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Job Description

permanent
About Axience
Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy
We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther
We seek to hire and develop talent which is our industries' best in quality, efficiency , ambition and enthusiasm and love a fast paced, hard working environment

Investment and Financial Research
Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients
Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors.
We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services
Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm we expect and only hire top 10% candidates defined by a mix of attributes
Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a “Think and Execute” DNA is required.

Analyst / Associate / Senior Associate: Investment and Financial Research Services

Analysts to Senior Associates work on financial / investment research projects with responsibilities that may include (but not be limited to):
• Support public and private markets buy side clients such as private equity and debt funds, family offices, institutional investors and others across functions and tasks
Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks
• Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research
• Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports
• Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance)
• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally

Senior Associates are expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements

Associates typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors. Analysts have zero to three years experience supported by strong education, internships and exposures

Required skillset and characteristics
• Exceptional developed and demonstrable research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns
• Multi taskers, hard working attitude suitable to professional services environment especially for small and growing firms

Required background:
• Top-tier education and academic performance is essential to these roles
• Relevant experience in a KPO, boutique local investment banks, captive Co Es of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates
Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools
CFA Level 2 is desired for Associates and onwards
Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset
High ownership, bias to action, and the ability to inspire others.

Contact
If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to

Other Requirements
Only Mumbai based candidates or those that are willing to relocate will be considered
Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible
This advertiser has chosen not to accept applicants from your region.

Analyst / Associate - Investment & Financial Research

Mumbai, Maharashtra Axience

Posted today

Job Viewed

Tap Again To Close

Job Description

About Axience

  • Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy
  • We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
  • Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther
  • We seek to hire and develop talent which is our industries' best in quality, efficiency , ambition and enthusiasm and love a fast paced, hard working environment


Investment and Financial Research

  • Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients
  • Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors.
  • We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services
  • Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm we expect and only hire top 10% candidates defined by a mix of attributes
  • Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a “Think and Execute” DNA is required.


Analyst / Associate / Senior Associate: Investment and Financial Research Services


Analysts to Senior Associates work on financial / investment research projects with responsibilities that may include (but not be limited to): 

• Support public and private markets buy side clients such as private equity and debt funds, family offices, institutional investors and others across functions and tasks

  • Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks

• Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research 

• Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports 

• Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance) 

• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally


Senior Associates are expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements


Associates typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors. Analysts have zero to three years experience supported by strong education, internships and exposures


Required skillset and characteristics

• Exceptional developed and demonstrable research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns

Multi taskers, hard working attitude suitable to professional services environment especially for small and growing firms


Required background: 

• Top-tier education and academic performance is essential to these roles

• Relevant experience in a KPO, boutique local investment banks, captive CoEs of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates

  • Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools
  • CFA Level 2 is desired for Associates and onwards
  • Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset
  • High ownership, bias to action, and the ability to inspire others.


Contact

If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to


Other Requirements

  • Only Mumbai based candidates or those that are willing to relocate will be considered
  • Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible


This advertiser has chosen not to accept applicants from your region.

Analyst / Associate - Investment & Financial Research

New Delhi, Delhi Axience

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Job Description

About Axience Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther We seek to hire and develop talent which is our industries' best in

quality, efficiency , ambition and enthusiasm and love a

fast paced, hard working

environment

Investment and Financial Research Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors. We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm

we expect and only hire top 10% candidates

defined by a mix of attributes Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a “Think and Execute” DNA is required.

Analyst / Associate / Senior Associate: Investment and Financial Research Services

Analysts to Senior Associates work on

financial / investment research projects

with responsibilities that may include (but not be limited to): • Support

public and private markets buy side clients

such as

private equity and debt funds, family offices, institutional investors

and others across functions and tasks Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks • Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research • Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports • Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance) • Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally

Senior Associates are

expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements

Associates

typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors.

Analysts

have zero to three years

experience supported by strong education, internships and exposures

Required skillset and characteristics • Exceptional

developed and demonstrable

research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns •

Multi taskers, hard working attitude

suitable to professional services environment especially for small and growing firms

Required background: • Top-tier education and academic performance is essential to these roles • Relevant experience in a KPO, boutique local investment banks, captive CoEs of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools CFA Level 2 is desired for Associates and onwards Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset High ownership, bias to action, and the ability to inspire others.

Contact If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to

Other Requirements Only Mumbai based candidates or those that are willing to relocate will be considered Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible

This advertiser has chosen not to accept applicants from your region.
 

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