What Jobs are available for Financial Analyst in Mumbai?

About Company

An AI-driven platform that enhances research and due diligence processes for financial institutions, make more informed, data-backed decisions efficiently

Job Description

We are seeking a detail-oriented Financial Analyst to develop, quality-check, and refine AI-generated deliverables for our financial services clients. This role combines financial analysis, prompt engineering, and peer review in a fast-paced, AI-enhanced environment.

Key Responsibilities :

• Workflow Execution (40%) : Build and quality-control customized research and financial analysis workflows using predefined templates.
• AI Prompting (30%) : Design, test, and refine prompts for large language models; ensure ≥40% AI-content utilization in final deliverables.
• Peer Review (20%) : Act as “quality captain” on rotation, reviewing team outputs to ensure accuracy and consistency.
• Knowledge Sharing (10%) : Document innovations, efficiencies, and insights in the team playbook to support scale and consistency.

Required Qualifications :

• 2–4 years of experience in Investment Banking, Private Equity, Big 4 Transaction Services, or Equity Research.
• Proficiency with financial data platforms (e.g., CapIQ, FactSet, PitchBook); ability to source and build comps independently.
• Intermediate Excel skills (XLOOKUP, INDEX MATCH) and PowerPoint formatting (e.g., slide master usage).
• Strong attention to detail, particularly when working with AI-generated content.
• Excellent written English for client-facing communications and deliverables.

Nice-to-Have :

• MBA or a top-tier finance degree.
• Progress toward CFA Level 1 or FMVA.
• Advanced Excel capabilities, including dynamic arrays and macros.

Mandatory Requirement

Primary Job Profile : Investment Analysis

Technical Skills : FP&A, Investment analysis

Candidate Industry Requirement: PE/ VC/ AMC/ IB

Candidate Location Requirement: Remote

Research Analyst

Application for Research Analyst | Muchhala Family

Important: Please read this before you apply for the position

Who we are

We are a family office that manages family finances. 

What is the role about

This is a remote role. We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you will be responsible for gathering and analyzing market information and reading on listed companies. You will need to be able to work independently discover, study & track good investment ideas.

The role demands that you are self-motivated, curious and are able to work as per your hours.

The role is more of a generalist than a rigorous ‘financial analyst’.

You will be required to use chatgpt to do your analysis.

This is a remote role.

Location  

Remote. Work from your home.

What is expected from you

• A minimum of 2 years in any form of fundamental analysis of companies
• A grounding in value investing / Buffett school of investing is preferred
• Ability to understand 10 years of financial statements
• A strong interest and ability to analyse and value listed companies
• Monitor news flow and compile valuable industry information
• Ability to analyse financial information of companies such as cash flow statement, notes to accounts, etc
• Ability to sift through pages of literature on companies and come to certain conclusions or opinions
• Proficiency in Microsoft Excel,
• Excellent written communication skills, with the ability to present findings in a simple language
• Ability to work independently - you will work alone and hence, the role is suited for people who love working alone. Dont expect any teamwork.
• Communicate investment ideas to the investment team

What you can expect

• Guidance on our core investing values
• Complete freedom to figure out your own working hours, and to flow in whatever direction your work takes you.

Professional Achievements

• Educational credentials which give you the skills required to perform the role like CA, CFA (US), MBA (Finance) are preferred. Undergraduates are also welcome with relevant work experience.

Work Experience

• Minimum Work Experience of 2 Years preferred

Share your thought process

• Along with the application, please provide a 1-2 page analysis of any business of your choice.
• The intention is to understand your ability to study, understand & communicate the investment idea.
• In addition, please provide a 1-2 page business analysis of a company you believe is potentially a fraud / rigged.

Other important points to note

• You will be free to take your own personal decisions for personal investing.

Compensation

• To begin with, please expect a CTC of 8 lakhs p.a. If things go well, we can take it up
• A larger part of the compensation will be your complete freedom in timings, work days, vacations as long as you do an honest job at your work, and deliver quality work.

• Develop and maintain sophisticated financial models to support strategic planning, forecasting, and scenario analysis.
• Prepare detailed monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
• Conduct in-depth financial research and analysis to identify trends, opportunities, and potential risks.
• Collaborate with various departments to gather financial data and understand operational drivers.
• Assist in the annual budgeting process, ensuring alignment with strategic objectives.
• Provide financial guidance and support to business leaders to facilitate informed decision-making.
• Monitor and analyze market trends and competitor performance.
• Ensure compliance with financial regulations and internal policies.
• Identify opportunities for cost savings and efficiency improvements.
• Develop and implement financial processes and controls.
• Present financial findings and recommendations to senior management in a clear and concise manner.
• Mentor and guide junior analysts.
• Contribute to the continuous improvement of financial reporting and analysis tools.
• Perform ad-hoc financial analysis as required by management.
• Maintain strong relationships with stakeholders across the organization.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or professional certification (e.g., CFA, CA, CPA) is a strong advantage.
• Minimum of 5-7 years of progressive experience in financial analysis, corporate finance, or a related field.
• Advanced proficiency in financial modeling, forecasting, and valuation techniques.
• Expert knowledge of Microsoft Excel (including VBA), PowerPoint, and financial software (e.g., SAP, Oracle, Hyperion).
• Strong understanding of accounting principles and financial statements.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to articulate complex financial concepts to non-financial audiences.
• Proven ability to work independently and manage multiple projects simultaneously under tight deadlines.
• Detail-oriented with a commitment to accuracy.
• Experience in the banking or financial services sector is highly preferred.
• Must be located in or willing to relocate to **Mumbai, Maharashtra, IN**.

• Develop and maintain complex financial models for forecasting, budgeting, and long-range planning.
• Conduct variance analysis, investigating significant deviations from budget and forecast.
• Prepare monthly, quarterly, and annual financial reports and presentations for senior management.
• Analyze financial performance, identify key trends, risks, and opportunities, and provide actionable insights.
• Support the annual budgeting process and provide guidance to departmental budget owners.
• Evaluate the financial implications of new business initiatives and investment opportunities.
• Collaborate with accounting and other departments to ensure accurate financial data.
• Assist in the preparation of financial statements and regulatory filings.
• Monitor key performance indicators (KPIs) and provide regular updates.
• Contribute to process improvements within the finance department.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 5 years of progressive experience in financial analysis and reporting.
• Proven experience in financial modeling, budgeting, and forecasting.
• Strong understanding of accounting principles (GAAP/IFRS).
• Proficiency in Microsoft Excel, including advanced functions and data analysis.
• Experience with financial planning & analysis (FP&A) software (e.g., Hyperion, Anaplan) is a plus.
• Excellent analytical, problem-solving, and quantitative skills.
• Strong written and verbal communication skills.
• Ability to work independently and manage multiple projects under tight deadlines.
• Professional certifications such as CFA or CPA are advantageous.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or relevant professional certification (e.g., CFA, CMA) is highly preferred.
• Minimum of 5-7 years of progressive experience in financial analysis, corporate finance, or investment banking.
• Proficiency in financial modeling, forecasting techniques, and valuation methods.
• Advanced skills in Microsoft Excel (pivot tables, VLOOKUP, complex formulas) and familiarity with financial software and ERP systems (e.g., SAP, Oracle).
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong communication and presentation skills, with the ability to articulate complex financial information clearly and concisely to both financial and non-financial stakeholders.
• Ability to work independently and as part of a team in a fast-paced environment.
• Experience with business intelligence tools (e.g., Tableau, Power BI) is a plus.

• Conduct comprehensive financial analysis, including variance analysis, trend analysis, and profitability analysis.
• Develop and maintain complex financial models for forecasting, budgeting, and valuation.
• Prepare detailed financial reports, presentations, and dashboards for senior management.
• Assist in the annual budgeting process and periodic re-forecasting.
• Identify key financial drivers and provide insights to support strategic decision-making.
• Monitor key performance indicators (KPIs) and provide regular updates.
• Collaborate with accounting and other departments to ensure data accuracy.
• Support mergers, acquisitions, and other strategic financial initiatives.
• Ensure compliance with financial regulations and reporting standards.
• Contribute to the development and refinement of financial processes and systems.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certification (CFA, CA, CPA) is a plus.
• Minimum of 5 years of experience in financial analysis, corporate finance, or accounting.
• Proven expertise in financial modeling, forecasting, and budgeting.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent communication, presentation, and interpersonal abilities.
• Proficiency in financial software (e.g., Excel, ERP systems, BI tools).
• Ability to work effectively in a hybrid work environment.
• Knowledge of financial markets and investment principles.