Principal Analyst/Associate Director – Fundamental Equities (Software) – Financial Research

DE Shaw India · Bengaluru · 8+ yrs experience · Posted 2026-01-06

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About the role

We are looking for resourceful candidates to join our Fundamental Equities team within the Financial Research group, based in Hyderabad, Bengaluru or Gurugram. The team collaborates closely with front office groups to provide high-quality, in-depth research and analysis, supporting investment strategies, and decision-making processes.

Responsibilities:
- In this role, you will cover companies within the technology sector and contribute to the development of investment views through rigorous fundamental analysis.
- You will act as a thought partner to front office teams, supporting idea generation, refining existing investment theses, and bringing differentiated insights into ongoing discussions. Your day-to-day work will involve developing deep understanding of a company’s business model and competitive positioning and building financial models to reflect that understanding.
- You will track company developments, earnings, news flow, and external research perspectives to identify key themes and inflection points and synthesize these into investment memos.
- In addition, you will conduct in-depth benchmarking of companies against peers across financial and operational metrics, and engage regularly with management teams, sell-side analysts, intermediaries, and sector experts to inform your research and strengthen sector understanding.

Qualifications:
- A degree in finance or equivalent (MBA, CFA, or CA), with at least 8 years of investment research experience
- Prior investment research and analysis experience in Enterprise Software, Vertical Software and/or Payments sectors.
- Candidate should be well versed with the business models and industry dynamics of these sectors
- The ability to demonstrate hands-on financial modeling and valuation skills
- Robust analytical aptitude and keen attention to detail
- Excellent verbal and written communication skills, with the ability to clearly articulate investment analysis and perspectives

Qualifications

- A degree in finance or equivalent (MBA, CFA, or CA), with at least 8 years of investment research experience
- Prior investment research and analysis experience in Enterprise Software, Vertical Software and/or Payments sectors.
- Candidate should be well versed with the business models and industry dynamics of these sectors
- The ability to demonstrate hands-on financial modeling and valuation skills
- Robust analytical aptitude and keen attention to detail
- Excellent verbal and written communication skills, with the ability to clearly articulate investment analysis and perspectives

Responsibilities

- In this role, you will cover companies within the technology sector and contribute to the development of investment views through rigorous fundamental analysis.
- You will act as a thought partner to front office teams, supporting idea generation, refining existing investment theses, and bringing differentiated insights into ongoing discussions.
- Your day-to-day work will involve developing deep understanding of a company’s business model and competitive positioning and building financial models to reflect that understanding.
- You will track company developments, earnings, news flow, and external research perspectives to identify key themes and inflection points and synthesize these into investment memos.
- In addition, you will conduct in-depth benchmarking of companies against peers across financial and operational metrics, and engage regularly with management teams, sell-side analysts, intermediaries, and sector experts to inform your research and strengthen sector understanding.

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