FIRM OVERVIEW:

The firm is a long/short equity manager based out of New York that pairs focused stock selection with disciplined portfolio construction and a technology-driven research process.

ROLE OVERVIEW:

The Financial Analyst (FA) position is designed for highly detail-oriented, technically strong candidates who will own critical analytical workflows and model infrastructure. The role involves delivering standardized, high-precision financial models using pre-populated historical datasets, and converting them into functioning shell models complete with segment details. Your work will provide a time-zone advantage for the U.S. desk and directly enhance our investment process. The role offers an opportunity to grow into a Sr Investment Associate position, where you will get a chance to work directly with the Associate Portfolio Managers on investment ideas.

KEY RESPONSIBILITIES

- Build, maintain, and standardize financial models with an emphasis on:

1. Clear architecture and consistent templates

2. Accurate, fully-linked statements and valuation outputs

3. Template-specific formatting for usability and speed

4. Leverage complete, pre-acquired historical datasets to focus exclusively on value-added analysis (no manual data gathering)

5. Refresh and validate models with quarterly results, corporate actions, and guidance updates

6. Conduct variance analysis and scenario modeling for earnings outcomes and key business drivers

7. Create and refine SOPs for all modeling and reporting workflows to ensure repeatability and accuracy

8. Coordinate with Senior Associates to ensure models and outputs align with coverage priorities

9. Support development of dashboards and tools for tracking KPIs and industry trends

QUALIFICATIONS

- Bachelor's or Master's in Engineering, Finance, Accounting, Economics or related field

- 1-3 years in equity research, investment banking, or a buy- side analyst seat

- Expert- level Excel (modeling, Power Query) and solid accounting intuition

- Familiarity with Bloomberg, FactSet, Cap IQ, or similar data terminals

- Clear written English; able to distill complex information into concise bullet points

- (Optional) Working knowledge of Python or VBA for data wrangling and automation

ADDITIONAL DETAILS:

- Work Location: In-office, 5 days per week in Mumbai, India

- Hours: India hours, with an overlap with the US hours (noon to late evening IST)

- Excel Proficiency: Single largest determinant in success of applicant's candidacy and eventually the job. Representative (not exhaustive) knowledge of functions required

- Lookup & Reference: VLOOKUP, HLOOKUP, INDEX, MATCH, XLOOKUP, INDIRECT, OFFSET, CHOOSE

Conditional & Logical: IF, IFS, IFERROR, IFNA, AND, OR, NOT

- Text Manipulation: LEN, LEFT, RIGHT, MID, TRIM, TEXT, TEXTJOIN, CONCAT, SEARCH, FIND, SUBSTITUTE, REPLACE

- Math & Aggregation: SUM, SUMIF, SUMIFS, COUNT, COUNTA, COUNTIF, COUNTIFS, AVERAGE, AVERAGEIF, AVERAGEIFS, ROUND, ROUNDUP, ROUNDDOWN, ABS, PRODUCT, SUMPRODUCT

- Date & Time / Array: TODAY, NOW, DATE, EOMONTH, YEAR, MONTH, DAY, DATEDIF, NETWORKDAYS, WORKDAY, FILTER, SORT, UNIQUE, TRANSPOSE, SEQUENCE, MMULT