Data Analyst — Public Markets

Company Overview

(No company information provided)

Job Summary

We are seeking a sharp, data-driven Analyst to join our public markets equity team. This high-impact role is positioned at the intersection of financial research, quantitative analysis, and portfolio intelligence. The Analyst will be a core member of the investment team, responsible for building the data infrastructure and analytical frameworks that inform our investment decisions across listed equities in India. The ideal candidate thrives in an unstructured environment, possesses a genuine curiosity about markets, and combines strong technical skills with sound financial intuition.

Responsibilities

• Data Management & Market Intelligence

  • Source, clean, and maintain structured databases of financial and operational data across covered sectors from sources such as BSE/NSE, Bloomberg, Refinitiv, Ace Equity, and CMIE Prowess.
  • Build and maintain automated dashboards to track portfolio positions, benchmark performance, sector rotations, and macro indicators.
  • Monitor corporate filings—including quarterly results, annual reports, and exchange disclosures—and flag material changes for the research team.
  • Aggregate and parse sell-side research notes, brokerage reports, and management commentary to distill key themes for the fund.

• Quantitative Analysis & Modelling

  • Build and maintain financial models (3-statement, DCF, EV/EBITDA, P/B, Gordon Growth) for companies under coverage.
  • Conduct factor-based screening across the BSE 500 / NSE 500 universe using financial metrics, momentum, quality, and valuation parameters.
  • Run sector-level and stock-level statistical analyses, including regression, correlation, and time-series to surface investment signals.
  • Support the development of systematic quantitative screens and backtesting frameworks.

• Research Support & Reporting

  • Prepare weekly and monthly market review decks, sector update notes, and earnings season trackers for internal use by the Portfolio Manager and senior analysts.
  • Assist in drafting investment notes and stock initiation reports that synthesize qualitative and quantitative findings.
  • Maintain a live portfolio attribution model tracking returns by sector, style, and stock selection.
  • Prepare investor-facing Management Information System (MIS) reports, portfolio commentary, and limited partner (LP) update materials as required.

Qualifications

• Education:

  • B.Tech, B.Sc, MBA, CA, or CFA (Level 1 or higher).

• Key Skills:

  • Advanced Microsoft Excel (financial modeling, pivot tables, Power Query, VBA macros).
  • Proficiency in Python or R for data processing, visualization, and quantitative analysis (e.g., pandas, NumPy, matplotlib, statsmodels).
  • SQL for querying relational databases and financial data warehouses.
  • Familiarity with Bloomberg Terminal, Refinitiv Eikon, and Ace Equity for data extraction and screening.
  • Data visualization tools such as Power BI or Tableau.

• Finance & Research:

  • Strong foundational knowledge of accounting, corporate finance, and equity valuation methodologies.
  • Understanding of macro-economic indicators and their impact on equity sector performance in India.
  • Familiarity with fundamental analysis frameworks, such as Porter's Five Forces and peer benchmarking.
  • Ability to read and interpret financial statements, management discussions, and analysis.

• Soft Skills:

  • Meticulous attention to detail and high standards of data accuracy.
  • Strong written and verbal communication skills, with the ability to synthesize complex data into actionable summaries.
  • Self-starter with the ability to manage multiple workstreams with minimal supervision.
  • Intellectual curiosity and a genuine passion for markets and business analysis.

Preferred Skills

• Cleared or enrolled in CFA Level 1; NISM Series XV (Research Analyst) certification preferred.
• Experience with alternative data sources.
• Knowledge of factor investing and quantitative portfolio construction frameworks.
• Familiarity with Bloomberg API, FactSet, or programming integrations with financial data providers.
• Prior exposure to PMS, AIF, or mutual fund regulatory environments in India.
• Working knowledge of options and derivatives for hedging contexts.

Experience

• 0–3 years of relevant experience in equity research, data analytics, investment analysis, or financial services.
• Prior internships or full-time roles within a buy-side fund, asset management company, brokerage house, or financial data firm are strongly preferred.
• Demonstrated experience in building financial models and handling large financial datasets.
• Familiarity with Indian capital markets, including NSE/BSE data sources and SEBI regulations.

Environment

• Full-time position based in Delhi.

Salary

(Salary information not provided)

Growth Opportunities

(No growth opportunities information provided)

Benefits

(No benefits information provided)