SO

Investment analyst (Freelancer)

Soul Ai
Delhi2-7 LPA Posted 1 Jul 2025
FULL TIME
Finance
Excel
Business
Bloomberg
Economics

Job Description

Key Responsibilities:

  • Conduct in-depth market research and financial analysis across sectors and asset classes.
  • Assist in managing investment portfolios by identifying high-performing and undervalued assets.
  • Build and maintain financial models for valuation, scenario planning, and forecasting.
  • Monitor macroeconomic indicators, industry trends, and geopolitical factors affecting investments.
  • Analyze risk and return profiles and support portfolio optimization efforts.
  • Prepare detailed investment reports and present strategic recommendations to senior leadership.

Key Skills & Experience:

  • Strong analytical and quantitative skills with proven experience in financial modeling.
  • Solid background in market research, equity valuation, and asset management principles.
  • Proficiency in financial tools and software (e.g., Excel, Bloomberg, Reuters, or similar platforms).
  • Excellent communication and presentation skills for stakeholder reporting.
  • Bachelor's degree in Finance, Economics, Business, or a related field (CFA certification is a plus).

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