Associate Investment Analyst

Actively Reviewing the Applications

Planify Capital Limited

1–2 years

Posted 3 days ago • Apply by June 11, 2026

Job Description

We are looking for a highly analytical and detail-oriented associate investment analyst who has cleared CFA Level II and possesses strong financial research and analytical skills. The role involves conducting in-depth company analysis, preparing research reports, and publishing investment insights on the company’s website to support informed investment decisions.

Key Responsibilities

Equity Research & Company Analysis
Conduct detailed fundamental analysis of listed companies, including financial statement analysis, valuation models, and industry research.
Analyze company performance, management commentary, earnings reports, and sector trends.
Build and maintain financial models and valuation frameworks.
Research Report Preparation
Prepare comprehensive investment research reports including company profiles, financial analysis, risks, and investment outlook.
Develop investment theses and recommendations supported by data and analysis.
Create structured research content suitable for investors and internal stakeholders.
Website Content & Publishing
Convert research insights into well-structured articles and analysis pieces for publishing on the company website.
Ensure accuracy, clarity, and compliance in all published research material.
Work with the marketing/content team for timely publication of reports and updates.
Market & Industry Tracking
Monitor market developments, corporate announcements, and macroeconomic trends.
Track industry developments and identify potential investment opportunities.
Data & Financial Analysis
Work with financial databases, company filings, and research tools to gather and analyze relevant information.
Maintain updated research databases and company coverage notes.

Qualifications

CFA Level II cleared (mandatory).
Bachelor’s or Master’s degree in Finance, Economics, Accounting, or related field.
0–1 years of experience in equity research, investment analysis, or financial research.

Skills: publishing,investment,research,financial analysis