Financial Analyst - Hedge Fund - IIM/FMS/XLRI/MDI

FIRM OVERVIEW

We are a large, established U.S. based hedge fund managing significant assets across global markets. Built by a team of seasoned investors, we combine high-conviction fundamental research with disciplined portfolio construction and a technology-driven approach to risk and conviction. Our scale gives us access to world-class data, tools, and talent - and our culture demands the best from all of them. We operate with the rigor and resources of a major institution, while preserving the intellectual energy and ownership mindset of a high-performance team. If you want your work to matter - and to be surrounded by people who hold themselves to an exceptionally high standard - this is the place.

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:

• Clear architecture and consistent templates
• Accurate, fully-linked statements and valuation outputs
• Template-specific formatting for usability and speed
• Leverage complete, pre-acquired historical datasets to focus exclusively on value-added analysis (no manual data gathering)
• Refresh and validate models with quarterly results, corporate actions, and guidance updates
• Conduct variance analysis and scenario modeling for earnings outcomes and key business drivers
• Create and refine SOPs for all modeling and reporting workflows to ensure repeatability and accuracy
• Coordinate with Senior Associates to ensure models and outputs align with coverage priorities
• 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: Advanced Excel proficiency required