Kolkata West Bengal Investment analyst Jobs – 30 Open Jobs Today

INVESTMENT RESEARCH ANALYST (5+ YEARS EXPERIENCE, KOLKATA)
SAMRRIDHI FINVEST —Kolkata, West Bengal
- From ₹40,000 a month
- Full-time
- Microsoft Excel
- Research
- Master's degree
Quick apply
12d
Quantitative Data Analyst
Zivanta Analytics —Kolkata, West Bengal
- Hybrid work
- Computer Science
- Master's degree
- SQL
Business Analyst II
SEI Investments —Kolkata, West Bengal
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Process Developer - Record to Report (Generalist)
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- English
- Master's degree
- Bachelor's degree
Quick apply
Wealth Management - RM/SRM/CH
Next Generation Technology Solutions Inc (NGTS) —Kolkata, West Bengal
- ₹10,00,000 - ₹25,00,000 a year
- Full-time
- Business development
- Math
- Bachelor's degree
Quick apply
13d
Relationship Manager - Wealth - Kolkata - Srijan Tech Park - JM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Senior Quantitative Finance Analyst (Financial Engineer)
Zivanta Analytics —Kolkata, West Bengal
- Hybrid work
- Doctoral degree
- Master's degree
- SQL
Analyst, Specialist Business Development Treasures, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Sales
- Master's degree
- Bachelor's degree
Process Expert
Tata Consultancy Services —Kolkata, West Bengal
- Analysis skills
- Bachelor's degree
- Communication skills
8d
Relationship Manager - Wealth - Kolkata - Avani Signature - JM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Associate
PwC —Kolkata, West Bengal
- Full-time
- Salesforce
- ERP systems
- Windows
Sr.Relationship Manager - Wealth - Kolkata - Avani Signature - MM *RH*
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Relationship Manager - Wealth - Kolkata - NPS
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Power BI Senior Engineer
SEI Investments —Kolkata, West Bengal
- Full-time
- Azure
- Computer Science
- Data analysis skills
- Health insurance
- Paid time off
Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM*
TATA Capital —Kolkata, West Bengal
- Full-time
- Bachelor's degree
Cluster Head - Wealth - Kolkata - Avani Signature - MM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Senior Associate
PwC —Kolkata, West Bengal
- Full-time
- Salesforce
- ERP systems
- Windows
Senior Solution Engineer - Kolkata
Vunet Systems —Kolkata, West Bengal
- Full-time
- Databases
- SQL
- Machine learning
- Health insurance
Alternate Dealing-Kolkata(AP)
Kotak Securities —Kolkata, West Bengal
- Master's degree
- Bachelor's degree
- Communication skills
Sr. Associate - F&A - R2R 5B
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- English
- Finance
- Master's degree
Quick apply

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INVESTMENT RESEARCH ANALYST (5+ YEARS EXPERIENCE, KOLKATA)

SAMRRIDHI FINVEST
Kolkata, West Bengal

Quick apply

Job details

Full-time
From ₹40,000 a month
12 days ago

Qualifications

Microsoft Excel
Financial modelling
Research
Master's degree
Databases
MCA
Analysis skills
Math
Bachelor's degree
Pivot tables
AI
MBA

Full job description

We are looking for a sharp, intellectually curious Investment Research Analyst who is passionate about financial markets. This is a hands-on research role spanning equity analysis, alternative investments, portfolio performance evaluation, and data-driven decision-making.

The role involves evaluating investment opportunities across Equities, Mutual Funds, Portfolio Management Services (PMS), Specialised Investment Funds (SIFs), Alternative Investment Funds (AIFs), angel investing, and venture capital. Candidates who actively manage their own investment portfolio — across equities, derivatives, mutual funds, or alternative assets — are strongly encouraged to apply.

Key Responsibilities

A. Investment Research & Equity Analysis

Conduct fundamental research on listed & unlisted companies and sectors — financial statements, business models, management quality, and valuation metrics, DCF.
Prepare research notes, investment summaries, and performance reports.
Conduct internet-based research across SEBI, BSE/NSE filings, MCA and other financial portals.

B. PMS, SIF & AIF Evaluation

Evaluate PMS, SIF, and AIF strategies using quantitative and qualitative parameters.
Analyse performance consistency, risk-adjusted returns, portfolio concentration, and drawdowns.
Compare fund performance against benchmarks and peer groups.
Study and evaluate option-based strategies employed by SIFs.
Evaluate financial products using quantitative ratios.

C. Fund Manager Research

Track and analyse fund manager performance across market cycles.
Research investment philosophy, portfolio construction methodology, and historical decision-making patterns.
Build scorecards for evaluating fund managers.

D. Financial & Data Analytics

Build advanced Excel models for financial ratio computation, portfolio comparison, and dashboards.
Utilise CMIE and other databases for economic and financial research.
Conduct quantitative and qualitative analysis for mutual funds, PMS, SIF, and AIF evaluation.

E. Micro & Macro Economic Research

Monitor macroeconomic indicators: GDP, inflation, interest rates, and fiscal data.
Analyse economic trends and connect macro developments with sectoral and stock-level implications.
Prepare periodic market and economic updates.

Required Skills

Technical Skills

✔ Advanced Excel — Pivot Tables, Power Query, Dashboards, Advanced Formulas, Financial Modelling

✔ Financial Ratio Analysis

✔ Fundamental Equity Research

✔ Data Analysis and Interpretation

✔ Micro & Macro Economic Analysis

✔ CMIE Database Research

✔ Portfolio Performance Evaluation

✔ Derivatives & Options Strategies (SIF-related)

✔ Internet-based Financial Research + AI

✔ Mathematics & Analytical Ability

Preferred Knowledge

PMS and Mutual Fund evaluation
SIF structures and option strategies
AIF Category I, II & III structures
Risk management concepts
Fundamental Equity research

Eligibility Criteria

Essential Qualifications

MBA, Graduate or Postgraduate in Commerce, Economics, Mathematics, Statistics, Finance, Engineering, or any analytical discipline.
Strong knowledge of financial products, investment concepts, and capital markets.
Advanced proficiency in Microsoft Excel, including financial modelling, data analysis, dashboards, and advanced formulas.
Strong mathematical, analytical, and quantitative reasoning skills.
Understanding of financial ratios, investment evaluation methodologies, and performance measurement metrics.
Ability to conduct internet-based financial and economic research.
Knowledge of Mutual Funds, PMS, SIFs, AIFs, derivatives, and option strategies will be preferred.
RIA qualification will be an added advantage

Candidate Profile

Experience of managing a personal investment portfolio spanning equities, mutual funds, derivatives, and/or alternative assets is preferred.
Has conducted or follows fundamental research on listed companies
Familiar with SIFs, PMS, or AIFs — through coursework, work exposure, or self-study
Comfortable working with CMIE databases or similar data platforms
Strong curiosity about investment strategies, wealth creation, and capital markets
Minimum 5 years work experience.
Competitive remuneration based on qualification and experience
Full-Time position
Dedicated, in-depth research engagement

Send your application with the following:

Updated CV / Resume
Brief about your personal investment (if any) — asset classes, approach, and learnings
Any research reports, models, or work samples you have prepared
Any other information that will establish your experience in this field of work.

Pay: From ₹40,000.00 per month

Work Location: In person

Quick apply

Refine Your Search

investment analyst jobs in kolkata west bengal

INVESTMENT RESEARCH ANALYST (5+ YEARS EXPERIENCE, KOLKATA)

Quantitative Data Analyst

Business Analyst II

Process Developer - Record to Report (Generalist)

Wealth Management - RM/SRM/CH

Relationship Manager - Wealth - Kolkata - Srijan Tech Park - JM

Senior Quantitative Finance Analyst (Financial Engineer)

Analyst, Specialist Business Development Treasures, Consumer Banking Group

Process Expert

Relationship Manager - Wealth - Kolkata - Avani Signature - JM

Associate

Sr.Relationship Manager - Wealth - Kolkata - Avani Signature - MM RH

Relationship Manager - Wealth - Kolkata - NPS

Power BI Senior Engineer

Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM*

Cluster Head - Wealth - Kolkata - Avani Signature - MM

Senior Associate

Senior Solution Engineer - Kolkata

Alternate Dealing-Kolkata(AP)

Sr. Associate - F&A - R2R 5B

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