Investment Analyst Jobs in Coimbatore BFSI

📋 Job Description

Jobzi is sourcing qualified candidates for Investment Analyst positions in Coimbatore's private BFSI sector. This is a full-time opportunity with a reputed Banking, Financial Services and Insurance employer in Coimbatore offering competitive salary, structured growth, and a professional work environment. Tamil communication skills are preferred alongside English for professional and business interaction in Coimbatore.

📌 Key Responsibilities

• Research and evaluate equity, fixed income, and alternative investment opportunities
• Build detailed financial models for stock valuation and sector analysis
• Conduct company visits, management calls, and due diligence for investment decisions
• Prepare investment memos and research reports for fund managers and investment committees
• Monitor existing portfolio positions and recommend buy, hold, or sell actions
• Track macroeconomic indicators, sector trends, and regulatory changes impacting portfolios
• Contribute to asset allocation strategy and risk-adjusted return optimization

🎓 Qualifications and Requirements

• MBA in Finance or CFA Level II/III from a recognized institution
• 3 - 7 Years of investment analysis, fund research, or equity research experience
• Deep expertise in financial modeling, DCF valuation, and sector analysis
• Strong knowledge of equity, fixed income, and hybrid investment instruments
• Experience with Bloomberg, Factset, or similar investment research platforms
• Track record of generating investment insights with measurable portfolio impact
• Excellent written communication for investment memos and client presentations
• Good Tamil and English communication skills for team coordination and client interaction in Coimbatore.

✅ Required Skills

🏆 Certifications and Qualifications

NISM Series Certifications, IIBF JAIIB/CAIIB, IRDAI Insurance License, CFA Level 1-3, FRM (Financial Risk Manager), CFP (Certified Financial Planner), ACCA, CA (Chartered Accountant), AMFI ARN Certification, NCFM modules