How to Become a Financial and Investment Analysts in India
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
- Entry salary
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- Mid-career
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- Senior
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- Outlook
- stable
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About the Financial and Investment Analysts role
Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.
What's your education level?
Years of relevant experience?
Do you have any of these key skills?
Skills required
- Advanced Microsoft Excel (VBA and Macros)
- Equity Research and Sector-Specific Analysis
- Interpretation of Indian Accounting Standards (Ind AS) and IFRS
- Report Writing and Investment Memo Preparation
- Financial Modeling and Valuation (DCF, LBO, Comps)
- Quantitative Data Analysis (Python or R for Finance)
- Critical Thinking and Pattern Recognition
- Proficiency in Bloomberg Terminal and Reuters Eikon
- Knowledge of SEBI Regulations and Compliance
- Risk Assessment and Portfolio Management Theory
How to enter this career
- 01
Complete a Bachelor's in Commerce or Economics followed by an MBA in Finance from a Tier-1 or Tier-2 business school.
- 02
Clear the Chartered Financial Analyst (CFA) Level 1 or 2 exams to gain specialized investment knowledge.
- 03
Qualify as a Chartered Accountant (CA) and transition into equity research or corporate finance roles.
A day in the life
- 9:00 AM - Reviewing global market movements and overnight financial news updates.
- 11:00 AM - Building discounted cash flow (DCF) models and updating valuation spreadsheets.
- 1:30 PM - Attending an earnings call or meeting with a portfolio company's management.
- 3:30 PM - Drafting investment memos or research reports for the investment committee.
- 6:30 PM - Finalizing data visualizations and sensitivity analysis for client presentations.
Salary insights
A Financial and Investment Analysts in India typically earns Varies. Compensation varies by city, employer and experience.
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