Senior Investment Associate

FIRM OVERVIEW

The Firm is a large, U.S.-based long/short equity manager that pairs focused stock selection with disciplined portfolio construction and a technology-driven research process. We cast a wide net, then refine ideas through fundamental work, collaborative debate, and systematic use of data science to quantify risk and conviction. We are building a firm grounded in intellectual rigor commitment to excellence, and a culture of ownership.

The senior team brings operating and investing experience from several of the industry's largest and most successful firms. Our Chief Investment Officer was previously a Portfolio Manager and Partner at one of the world's largest hedge funds, and earlier led a Bangalore research group of more than a dozen analysts at a leading global investment bank. The Chief Operating Officer previously served as Global COO at a multi-billion dollar global macro fund. The Chief Technology Officer headed trading-infrastructure and data-platform teams at a premier multi-strategy hedge fund. Investment professionals have joined from top-tier multi-strategy funds, global macro firms, private equity, and major investment banks.

Join our Mumbai office and work in close step with U.S. colleagues on projects central to the firm. You will take full ownership of work streams, collaborate daily with U.S. managers, and see your contributions directly influence the firm's decision-making and processes. We offer structured training, clear growth paths, and regular two-way travel.

ROLE OVERVIEW

• Partner with Associate Portfolio Managers (APMs) to originate investment theses through research and detailed financial modelling. Build deep expertise in your coverage universe and drive idea generation and diligence. The role rewards time-zone leverage: work finished overnight becomes the desk's edge at 8 a.m. ET.

KEY RESPONSIBILITIES

• Develop and prosecute investment ideas with APMs, from hypothesis to investment recommendation
• Build and maintain three-statement financial models; refresh with quarterly results, guidance, M&A, and capital actions
• Review earnings-call & expert-call transcripts to flag KPIs and fundamentals-driving metrics
• Curate a knowledge base (transcripts, interviews, channel checks); prepare earnings previews with key debates and metrics
• Maintain industry data sets (TAM, market share, commodity inputs, macro/pricing trackers)
• Conduct an overnight news & filing sweep and deliver a pre-market digest
• Codify step-by-step playbooks (SOPs) for model refreshes, screen runs, and data pulls

QUALIFICATIONS

• Bachelor's or Master's in Engineering, Finance, Accounting, Economics or related field
• 3-6 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
• (Optional) Python or VBA for automation; SQL/Snowflake pipelines; Power BI/Tableau dashboards; alternative data exposure

ADDITIONAL DETAILS

• Work Location: In-office, 5 days per week in Mumbai, India
• Hours: India hours, with overlap with U.S. hours (noon to late evening IST)
• Security: This role is performed in a dedicated, secure workspace
• Travel: Annual travel to the U.S. for onsite collaboration is expected