Research Analyst

Location: Vasanthanagar

Willingness to Relocate:
Candidates must be willing to relocate to Dubai, UAE. Only apply if you are willing to relocate to Dubai.

⚠️ Qualification Requirement:
Candidates with CA, CMA, or an MBA with a specialization in Finance or Operations should only apply.

Role Overview :

The Research Analyst will support investment sourcing, evaluation, documentation, execution, and post-investment operations.

The role involves collecting and evaluating investment proposals, conducting business and market research, preparing investor-ready pitch materials, coordinating with promoters, investors, and external service providers, and maintaining proper investment records and documentation.

Candidates with additional experience in investment operations, post-investment activities, record management, reporting, or portfolio coordination will be preferred.

Key Responsibilities:

Collect, screen, and organize investment proposals across sectors.
Analyze business models, financials, market data, and company information to support investment evaluation.
Prepare investment teasers, pitch decks, and detailed investment memoranda.
Coordinate with external vendors such as valuers, merchant bankers, legal advisors, and database providers.
Liaise with promoters/owners to obtain business, financial, and operational information.
Schedule and coordinate one-to-one meetings and video calls between promoter teams and investors.
Maintain meeting calendars, minutes of meetings, and track deal progress.
Maintain regular communication and follow-ups with promoters and investors.
Maintain an organized database of proposals, contacts, and deal progress.
Support senior team members in deal execution and investor communication.
Maintain post-investment records, documentation, reports, and operational updates.
Coordinate with internal and external stakeholders throughout the investment lifecycle.
Ensure timely follow-ups, documentation, and status updates across active proposals and investments.
Support ongoing monitoring and coordination of investments after transaction closure.

Qualification and

Skills:

CA / CMA / MBA (Finance or Operations) – Mandatory
Strong financial analysis and presentation skills.
Good understanding of financial statements and business models.
Familiarity with valuation concepts and investment analysis.
Proficiency in Microsoft Excel, PowerPoint, and MS Office.
Strong research, documentation, and analytical skills.
Good communication and coordination skills.
Ability to manage multiple stakeholders and follow up independently.
Strong attention to detail and structured working style.
Ability to work in a fast-paced, deal-driven environment.

Preferred Experience:

1–3 years of experience in research, investment analysis, corporate finance, consulting, or a related field.
Experience in investment banking, private equity, venture capital, or corporate finance is preferred.
Experience in investment operations or post-investment activities will be an added advantage.
Experience in maintaining investment records, reporting, portfolio coordination, or transaction documentation will be preferred.
Experience dealing with promoters, founders, investors, or senior management.
Candidates with additional relevant experience may be considered based on their overall profile.

Reporting to:

Investment Manager / Senior Management

Growth Opportunity:

The role offers exposure to live investment deals, direct interaction with promoters and investors, investment evaluation, deal execution, and post-investment operations, with long-term growth opportunities into senior investment, investment operations, or deal execution roles.