Investment Analyst

Summary

• We are looking for an intellectually curious Investment Research Associate to support our systematic and
• discretionary investment process,
• The role centers on continuously monitoring companies and themes on our watchlist, identifying leading
• indicators, tracking industry developments, and synthesizing what you find into concise, actionable insights
• That sharpens our investment decisions.
• This is not a traditional sell-side equity research role built around lengthy reports and detailed financial
• models. The emphasis is on identifying what is changing, why it matters, and communicating that clearly and
• quickly.

Duties and Responsibilities

COMPANY RESEARCH

• Track companies under our themes on an ongoing basis.
• Read and summarize quarterly earnings calls, investor presentations, regulatory filings, and management
• commentary.
• Monitor guidance revisions and shifts in management tone.
• Identify the key business drivers for each company and track how they evolve.

INDUSTRY & COMPETITOR RESEARCH

• Track competitors and broader industry developments within your themes.
• Compare commentary across management teams to surface emerging trends.
• Monitor market-share shifts, pricing changes, new product launches, and industry dynamics.
• Distinguish whether a development is company-specific or industry-wide.

SALES STRATEGY & PLANNING

• Develop and implement strategic sales plans aligned with company goals
• Monitor market trends, competitor activities, and customer behavior
• Provide regular sales forecasts, reports, and performance analysis
• Define clear sales targets, KPIs, and performance metrics for assigned markets
• Align sales strategies with marketing initiatives and product positioning

RESEARCH SUPPORT

• Conduct deep dives into specific investment themes.
• Prepare concise briefing notes ahead of earnings releases.
• Summarize conference presentations and industry events.
• Assist in evaluating new investment opportunities.

INVESTMENT DASHBOARD

• Maintain a live one-page dashboard for each company, covering: business overview, investment thesis, key risks, key catalysts, leading indicators, latest management commentary, competitor updates, important news, upcoming events, and quarterly KPI tracking. rephrase bullet points only from this .

Educational Qualifications

• Mba in Finance.
• CFA( is a plus , not mandatory).

Experience & Skills

• Excellent reading comprehension
• Strong written communication, with the ability to simplify complex information
• High attention to detail
• Strong Excel skills
• Comfortable use of AI tools for research
• Basic understanding of financial statements
• Curiosity and independent thinking.