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Senior Investment Analyst

Mumbai and Pune
Industry standard beating competitive compensation (fixed + variable)
Closing date
Jul 21, 2024

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Job Function
Equities Research: Buy Side
Industry Sector
Asset Management
Employment Type
Full Time

Job Details

About Us

At the heart of our work lies deep research, and a thorough grasp and effective communication of market context, business dynamics, drivers, and a risk-return framework pertaining to investment opportunities are central to our mission. A genuine curiosity fuels every exceptional piece of research. Asking the right questions and finding meaningful answers about how and why a market, product, or business functions is crucial.

We embrace a growth mindset and aim to support your career development while expecting you to contribute to our progress. While we eagerly tailor the role to align with your expertise and experience, certain foundational skills and active engagement will be essential from your end.

Role Summary

The investment analyst will join a close-knit, highly motivated research team, contributing to the fund manager's efforts to achieve superior fund performance by identifying good businesses having high potential for growth. This role requires a strong sense of ownership and responsibility in supporting the fund manager's strategic decision-making. The ideal candidate will be one who possesses a blend of analytical thinking, curiosity, and passion for equities. They should be proactive, seeking ownership of their work, and be comfortable with both field and desk-based research.

The senior analyst will mentor junior analysts, guiding them to effectively cover high-potential companies through thoughtful delegation and oversight. This support will provide the fund manager with reliable insights and rationale for buying and selling decisions.

Application Instructions

If you are interested in joining our team, please send your resume and a case study to with subject line “Application for Senior Investment Analyst”. The case study needs to be a comprehensive investment hypothesis for your best idea (current or past), along with a detailed study of the industry, competition dynamics, financials adjusted for normalisations with valuations and risk/reward factors.

Role Specifications

  • Identify, conduct in-depth analysis, and effectively communicate high-growth investment opportunities with a keen eye on accounting principles and risk/reward dynamics across various business cycles.
  • Possess strong communication and interpersonal skills to lead and mentor a team of junior analysts, effectively allocating and supervising work to maximize coverage of potential opportunities.
  • Demonstrate in-depth knowledge of business dynamics, including competitive analysis and the business value chain encompassing vendors, customers, regulators, and bankers.
  • Voracious reader with the ability to process large volumes of information with enthusiasm.
  • Present well-reasoned and articulated investment recommendations to the fund manager.
  • Conduct visits to company sites, engage with various stakeholders including vendors, customers, management, competitors, regulators, and financiers, to cultivate a comprehensive understanding of business prospects and drivers.
  • Uphold superior work ethics, display self-motivation and independent thinking, and maintain a results-driven approach focused on meeting deadlines and achieving outcomes.
  • Demonstrate a strong foundation in accounting principles and financial statement analysis, paired with a passion for numbers and the ability to perform thorough ground-level due diligence and channel checks.

Qualifications & Skills

  • Candidates should possess 10 to 15 years of experience in equity research, with a strong background in value investing and a proven history of successfully identifying investment opportunities, ideally within a high-performance environment.
  • Comprehensive expertise in value investing is essential, as we expect candidates to seamlessly integrate into the role.
  • Prior experience of tracking multiple sectors (more than 2) is preferable.
  • Preferred qualifications include an MBA from a top-tier institution, and/or CA/CFA credentials.
  • Must demonstrate strong critical thinking, analytical, research, communication, and writing abilities.
  • A high standard of intellectual integrity is required.
  • Should possess a high degree of independence, diligence, and trustworthiness, complemented by strong leadership abilities.


Industry standard beating competitive compensation (fixed + variable) based on qualifications and experience.


If your credentials match our requirements, our team will be eager to talk to you.



Oaklane Capital Management LLP is an employee-owned boutique investment firm focused on listed Indian equities. The principals of our firm have over two and a half decades of experience in India-centric investment management.

Company info
North Court 2nd Floor Office No.1
Kalyani Nagar, Pune

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