5+ Valuation Jobs in India

The analyst will be responsible for maintaining a continuous coverage on allocated industry sector and individual stocks; identify alpha opportunities and risks; to justify investment thesis to our institutional clients.

• The analyst will be responsible to execute the following task and take ownership to achieve the above objective(s):

a) Create and maintain company operating, earnings forecasts and valuation models;

b) Conducting statistical analysis of stock and company data, fundamentals, and relevant correlations of the data to identify alpha opportunities;

c) Write research reports for initiations of coverage, analysis of data, earnings results, and industry news, to be published to our institutional investors and media. Provide Buy/Sell/Hold Recommendations.

d) Maintain constant coverage of industry-related news, trends, and developments. Disseminate your insight when appropriate to internal and external stakeholders (clients).

e) You will be expected to maintain a procedure protocol for escalating emerging news across the coverage and respond to corporate actions, special situations, event, and model validation.

f) Build relationships with investor relations teams of your portfolio companies. This may involve some travel.

• The analyst will also interact with institutional investors, communicating investment research and responding to requests for models and ad-hoc analysis.

• The analyst will ensure to maintain a public image for the firm at conferences/events and maintain active participation in investor conference calls. Communicate the company’s research, building its brand and referring potential new clients.

Qualification:

CA / CFP / MBA - Finance (MUST)

Experience:

• Prior experience in financial services preferred (2-4 years) within a front office role {such as Equity Capital Markets, Debt Capital Markets, Sales & Trading or Equity Research}.

• Advanced Excel proficiency. 2-4 years of practical experience of using Excel for building and maintaining financial models. (MUST).

• Platform experience within Bloomberg or similar software.

• Experience writing in a professional capacity, e.g., crafting equity research notes / correspondence; presentation and/or development of industry reports; strong po

Key Responsibilities:

• Develop detailed financial models including 3-statement, DCF, LBO, and scenario/sensitivity analysis

• Draft valuation reports aligned with SEBI, RBI, IBC, and Companies Act guidelines

• Create compelling pitch decks, teasers, and investment memorandums

• Conduct industry-specific research and apply appropriate valuation methodologies

• Ensure precision, compliance, and high-quality output in all deliverables

• Collaborate with internal teams and clients during the afternoon shift

Candidate Requirements :

Experience: 1–2 years in financial modelling and valuation

• Education: MBA (Finance),

Semi-qualified CA or CFA • Skills:

Advanced Excel & Google Sheets (Pivot Tables, Power Query, Index-Match, etc.)

o PowerPoint proficiency for investor presentations

o Strong understanding of accounting, finance, and valuation techniques

o Excellent English communication (written & verbal)

o Discipline to work independently in a remote setup with a fixed 2 PM–11 PM schedule

Working Days

6 working days

Working Timings

2-11pm

Hello,

Key Responsibilities –

• Designing, maintaining and updating a suite of financial models for business valuation and strategic decision-making (for buy-side equity clients and SAAS companies)
• Involves conceptualizing framework, designing models and updating already developed models on monthly, quarterly, and need-based frequency
• Manage client engagements on a fully independent basis including one-to-one client communication and manage his/her work independently with end-to-end ownership of client
• Conducting financial and business analyses on various companies and preparing presentation decks and writeups for financing activities
• Preparing custom financial dashboards and screeners based on appropriate financial and operating metrics
• If required, manage 1-2 junior team members and train them on building domain/sector expertise
• Contribute/work on important pilot projects
• Create IPs/white papers/blogs/articles/teasers which can be used for marketing purposes

• Experience in financial modeling and end-to-end management of projects and communication with clients
• Excellent grasp of financial concepts and their application across all areas of financial analysis and valuation
• Proficiency in Excel-based analysis
• Aptitude for problem-solving and troubleshooting
• Ability to synthesize qualitative and quantitative data quickly and draw meaningful insights
• High consciousness towards attention to detail; drive and commitment towards delivering high-quality Service

Position Title – Sr. Research Analyst
Location – Noida

Education – MBA finance / CFA level II or III / CA