Analyst / Associate - Investment & Financial Research at Axience

Job Description:

Latest job information from Axience for the position of Analyst / Associate - Investment & Financial Research. If the Analyst / Associate - Investment & Financial Research vacancy in Mumbai matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Axience for the position of Analyst / Associate - Investment & Financial Research below matches your qualifications.

About Axience

• Axience is a professional business services firm, established with a credo of delivering “Integrated Bespoke Solutions” for our clients. Our vision is to "Impact our clients, colleagues and community with innovation, insight and empathy
• We provide high quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team
• Our main offices are located in Mumbai (India) with extended sales and execution capabilities in UAE, Canada and we plan to ramp up our teams in these places and farther
• We seek to hire and develop talent which is our industries' best in quality, efficiency, ambition and enthusiasm and love a fast paced, hard working environment

Investment and Financial Research

• Axience is strategic resourcing and transformation partner for highly reputed financial services industry clients
• Axience supports investors in private and public markets across their functions and lifecycle from investor relation and capital formation to investment and portfolio management and finance and accounting. Private markets clients include institutional investors, private markets funds, asset and wealth managers as well as alternative credit investors.
• We also support investment banks and advisors across M&A, ECM, DCM and Sales/Trading and Research and provide client centricity and competition benchmarking services
• Our work is mix of ongoing retained outsourced analysts agreement or exciting front office equivalent ad-hoc projects/engagement; whatever is the nature of work, being a boutique firm we expect and only hire top 10% candidates defined by a mix of attributes
• Our financial services clients consider us provider of choice for small to mid-size dedicated outsourcing needs where a “Think and Execute” DNA is required. ​​​

Analyst / Associate / Senior Associate: Investment and Financial Research Services

Analysts to Senior Associates work on financial / investment research projects with responsibilities that may include (but not be limited to): 

• Support public and private markets buy side clients such as private equity and debt funds, family offices, institutional investors and others across functions and tasks

• Investor relations, deal screening, investment summaries and memos, sector and company analysis, financial modelling / due diligence as bale as advanced portfolio value creation tasks

• Support investment banking clients with pitch books, information memorandums, target identification, financial modelling, trading and transaction comps, industry research 

• Support sell / buy side equity and credit research clients in initiating coverage, annual / quarterly maintenance of models and reports, sector studies and various thematic reports 

• Take full responsibility of end-to-end execution of projects with low levels of supervision required (although experienced team managers are always available for guidance) 

• Conduct thorough self-review of all work and be able to clearly communicate about the structure and content of deliverables internally and externally

Senior Associates are expected to manage multiple team members while being individual contributors and engagements and contribute significantly to firm building activities and typically have 5+ years of progressive, top quality experience with demonstrable skill sets in most work streams relatable to investment banking and public/private markets investment analysts. Senior Associates are eventually expected to manage 5 to 8 Analysts and Associates and multiple clients engagements

Associates typically have 3+ years of experience and will manage 3 to 5 team members directly or supported by supervisors. Analysts have zero to three yearsexperience supported by strong education, internships and exposures

Required skillset and characteristics

• Exceptional developed and demonstrable research, analytical, financial modeling and presentation/story telling skills for Associates and Senior Associates and equivalent tested aptitude for Analysts and Interns

• Multi taskers, hard working attitude suitable to professional services environment especially for small and growing firms

Required background: 

• Top-tier education and academic performance is essential to these roles

• Relevant experience in a KPO, boutique local investment banks, captive CoEs of investment banks and asset managers, consulting firms and equivalent for Associates and Senior Associates

• Associates are also hired as fresh Masters/MBAs from Tier 1/equivalent institutes in India or top Masters in Finance or equivalent programs approad such as LSE, HEC, ESSEC, ESADE, IE and other US/European and international schools
• CFA Level 3 is desired for Associates and onwards
• Highly entrepreneurial, no-nonsense, non-bureaucratic, and inquisitive mindset
• High ownership, bias to action, and the ability to inspire others.

Contact

If you have the qualification, experience, and passion for the role mentioned above, please apply here and/or send your CV and Cover Letter to axience.central@axience.com

Other Requirements

• Only Mumbai based candidates or those that are willing to relocate will be considered
• Short term or part term agreement for 2026 MBA / Post Graduate Degree participants is possible

Job Info:

• Company: Axience
• Position: Analyst / Associate - Investment & Financial Research
• Work Location: Mumbai
• Country: IN

How to Submit an Application:

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