Financial Research Analyst

🏒 Client First Asia · all Client First Asia jobs
πŸ“ United States
πŸ“… Posted 2026-06-27 Β· via Himalayas
🏷 Financial-Research,Financial-Analysis,Investment-Research,Wealth-Management,Financial-Services,Financial-Research-Analyst,Research-Financial-Analyst,Finance-Research-Analyst,Investment-Research-Analyst,Equity-Research-Analyst
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Category: Financial Services

Location:

A Client of SolutionBox India & Success Sparrow Consultancy ,

The Client First Asia () is a Private Wealth Management and Financial Consultancy firm with over $150 Million of Asset (Capital) under management. We primarily focus on making long term, controlled investments in different asset classes & businesses. Our approach relies on partnering with strong business & management, supporting the individuals & businesses with our considerable resources, advice and bringing a constructive and pragmatic mindset to drive significant short term as well as long-term value .Established in 2015, in India, Client First Asia ’s presence across three countries brings global perspectives and equips our inte

Responsibilities:

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Conduct primary research from industry sources.

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Market research, valuation and data analysis and interpretation of financial reports.

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Recommend changes and improvements based on research findings.

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Develop and write research reports and publications to be presented to management.

- Coordination with investee companies.

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Maintain up-to-date knowledge of financial services industry happenings and current events.

- Advanced knowledge of Microsoft Excel.

- Accountable and committed to team goals.

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Performing ad hoc reporting, agreements and analysis and other duties as assigned.

Requirements

To be eligible for this position, the candidate must have a reliable internet connection at home, including a backup for power outages. Additionally, they should possess a personal laptop for work purposes.It is crucial that the candidates are self-motivated and comfortable working from home (WFH). Any work gaps should not exceed 2-3 months.

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CFAs are preferred, although candidates with a Master’s Degree are accepted as well.

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Ability to communicate effectively and express complex ideas succinctly.

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Ability to take initiative and meet deadlines under minimal supervision.

- Ability to work under pressure.

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experience in the research of the US/Global Equities market is an asset.

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Strong proficiency in MS Office, Excel, Word is required.

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2+ years of experience in the same field.

Benefits
-Attractive salary and Incentive

-International Exposure

-World class Opportunity

-International posting as career succession

-Virtual Working

-Paid Sick and Privileged leaves

-Festive Holidays

-5 Days working + 1 Day learning + Holiday

-Extended learnings

Details
Originally posted on Himalayas

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