Shriram Wealth/ Research Analyst/ Mumbai

Job Description:

Job Title: Research Analyst.

Location: Mumbai, India
Experience: 2–5 years
Reports to: Portfolio Manager

About Us

Shriram AMC is a growing asset management firm offering differentiated investment strategies through Portfolio Management Services (PMS) and Mutual Funds. We focus on long-term, research-driven investing backed by rigorous bottom-up stock picking and sectoral analysis.

Role Overview

We are looking for a passionate and detail-oriented Research Analyst to join our investments team. You will be responsible for generating actionable investment ideas, tracking sectoral developments, conducting company deep dives, and supporting portfolio construction across PMS and Mutual Fund products.

Key Responsibilities

• Conduct detailed fundamental analysis of listed companies across sectors
• Build and maintain financial models with sensitivity and scenario analysis
• Track sector dynamics, regulatory changes, and macroeconomic indicators
• Prepare investment notes, quarterly updates, and thematic reports
• Assist in portfolio monitoring, rebalancing inputs, and risk analysis
• Interact with company management, sell-side analysts, and industry experts
• Contribute to internal investment discussions and idea generation forums
• Assist in preparing market commentaries, newsletters

Preferred Qualifications

• 2–5 years of equity research experience (buy-side)
• Strong understanding of financial statements, valuations, and investment frameworks
• Proficiency in Excel, financial modeling, and basic data tools (e.g., Factset, MSCI Barra, CapitalIQ)
• CFA/MBA/CA preferred (Level 2+ or completed)
• Strong communication and presentation skills, High attention to detail, intellectual curiosity, and accountability