West Bengal Investment analyst Jobs – 38 Open Jobs Today

INVESTMENT RESEARCH ANALYST
SAMRRIDHI FINVEST —Kolkata, West Bengal
- From ₹30,000 a month
- Full-time
- Microsoft Excel
- Research
- Master's degree
Quick apply
20h
Finance Business Partner Assoc Analyst
PepsiCo —Kolkata, West Bengal
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Finance
Equity Research Analyst
PEOPLE POWER —Kolkata, West Bengal
- ₹25,000 - ₹40,000 a month
- Full-time
- Research
- Analysis skills
- Financial services
Quick apply
Senior Equity Research Analyst
Career wallets —Salt Lake, Kolkata, West Bengal
- ₹5,00,000 - ₹9,00,000 a year
- Full-time
- Finance
- Master's degree
- In-person
Quick apply
20h
Senior Quantitative Finance Analyst (Financial Engineer)
Zivanta Analytics —Kolkata, West Bengal
- Hybrid work
- Doctoral degree
- Master's degree
- SQL
Power BI Senior Engineer
SEI Investments —Kolkata, West Bengal
- Full-time
- Azure
- Computer Science
- Data analysis skills
- Health insurance
- Paid time off
6d
Quantitative Data Analyst
Zivanta Analytics —Kolkata, West Bengal
- Hybrid work
- Computer Science
- Master's degree
- SQL
Front Line Manager - F&A - I2C 4C
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- Microsoft Excel
- English
- Microsoft Office
Quick apply
Senior Solution Engineer - Kolkata
Vunet Systems —Kolkata, West Bengal
- Full-time
- Databases
- SQL
- Machine learning
- Health insurance
Business Analyst II
SEI Investments —Kolkata, West Bengal
- Full-time
- Computer Science
- Analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
6d
Senior Associate
PwC —Kolkata, West Bengal
- Full-time
- Salesforce
- ERP systems
- Windows
Analyst, Specialist Business Development Treasures, Consumer Banking Group
DBS Bank —Kolkata, West Bengal
- Full-time
- Sales
- Master's degree
- Bachelor's degree
13d
Associate
PwC —Kolkata, West Bengal
- Full-time
- Salesforce
- ERP systems
- Windows
Process Developer - Record to Report (Generalist)
Genpact India Pvt. Ltd. —Kolkata, West Bengal
- Full-time
- English
- Master's degree
- Bachelor's degree
Quick apply
Relationship Manager - Direct HNI
Aditya Birla Group —West Bengal
- Management
Relationship Manager - Wealth - Kolkata - Srijan Tech Park - JM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Relationship Manager - Saltlake
Aditya Birla Group —West Bengal
- Management
Cluster Head - Wealth - Kolkata - Avani Signature - MM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA
Sr. Relationship Manager - Wealth - Kolkata Park Plaza (Part 02) - MM*
TATA Capital —Kolkata, West Bengal
- Full-time
Relationship Manager - Wealth - Kolkata - Avani Signature - JM
TATA Capital —Kolkata, West Bengal
- Full-time
- Master's degree
- MBA

I want to receive the latest job alerts for investment analyst in west bengal

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

investment analyst jobs near west bengal

Senior Business Analyst jobs in Kolkata, West Bengal

Wealth Manager jobs in Kolkata, West Bengal

Investment Analyst jobs in Kolkata, West Bengal

Solutions Engineer jobs in Kolkata, West Bengal

Equity Research Analyst jobs in Kolkata, West Bengal

Business Intelligence Developer jobs in Remote

Business Intelligence Developer jobs in Gurugram, Haryana

Business Intelligence Developer jobs in Indore, Madhya Pradesh

Pega Developer jobs in Bengaluru, Karnataka

Hr Business Partner jobs in Bengaluru, Karnataka

Business Intelligence Developer jobs in Delhi

Senior Business Analyst jobs in Coimbatore, Tamil Nadu

Quality Analyst, Content Moderation jobs in Hyderabad, Telangana

Senior Business Analyst jobs in Ahmedabad, Gujarat

Senior Citizen, Part Time jobs in Hyderabad, Telangana

Senior Business Analyst jobs in Kannada Bhavan, Karnataka

Business Analyst Fresher, Intern jobs in Gurugram, Haryana

Senior Business Analyst jobs in Delhi

Procurement Manager jobs in Delhi

Social Media Manager jobs in Ahmedabad, Gujarat

INVESTMENT RESEARCH ANALYST

SAMRRIDHI FINVEST
Kolkata, West Bengal

Quick apply

Job details

Full-time
From ₹30,000 a month
20 hours 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 3 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 ₹30,000.00 per month

Work Location: In person

Quick apply

Refine Your Search

investment analyst jobs in west bengal

INVESTMENT RESEARCH ANALYST

Finance Business Partner Assoc Analyst

Equity Research Analyst

Senior Equity Research Analyst

Senior Quantitative Finance Analyst (Financial Engineer)

Power BI Senior Engineer

Quantitative Data Analyst

Front Line Manager - F&A - I2C 4C

Senior Solution Engineer - Kolkata

Business Analyst II

Senior Associate

Analyst, Specialist Business Development Treasures, Consumer Banking Group

Associate

Process Developer - Record to Report (Generalist)

Relationship Manager - Direct HNI

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

Relationship Manager - Saltlake

Cluster Head - Wealth - Kolkata - Avani Signature - MM

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

Relationship Manager - Wealth - Kolkata - Avani Signature - JM

I want to receive the latest job alerts for investment analyst in west bengal

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected