Research Analyst

About PMS AIF Club
PMS AIF Club is a research-led wealth platform for Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs), serving HNI and ultra-HNI investors. We study strategies, speak with fund managers, and explain what we find in plain language.
About the role
We are hiring a Research Analyst to research industries and companies in depth and support our evaluation of PMS and AIF strategies. Strong knowledge of investment products and asset allocation is a must.
What you will do
Research industry sectors: structure, growth drivers, competitive landscape and key risks
Go deep into company financials: balance sheets, P&L, cash flows, notes to accounts and annual reports (forensic analysis)
Build and maintain financial models and valuation work
Study the portfolio holdings of PMS and AIF strategies and assess their quality
Write sector reports and research notes
What we are looking for
CFA Level 2 cleared (minimum)
At least 2 years of experience in capital markets research (mandatory)
Strong accounting knowledge and comfort reading financial statements closely
Solid Excel and financial modelling skills
Clear, structured writing
CA with CFA preferred
Location: Gurugram. Full-time, 6 days a week, work from office.
Salary: Up to ₹8 LPA, based on experience.

Skills
Excel, Accounting

Experience
2+ yrs

Work arrangement
No