Investment Analyst

Role Overview

Experience

• Minimum 7 years of experience in investment research, equity research, venture capital, private equity, family office, investment banking, asset management, PMS, AIFs, or corporate investments.

Investment Evaluation and Research

• Evaluate opportunities across listed equities, mutual funds, PMS, AIFs, private companies, startups, venture capital, private equity, and alternative investments.
• Conduct investment research, sector analysis, competitive benchmarking, and market screening.
• Analyze business models, revenue drivers, unit economics, competitive positioning, scalability, and growth prospects.

Portfolio Monitoring and Management

• Monitor listed equity portfolios, including quarterly results, corporate actions, earnings calls, management commentary, and sector developments.
• Track portfolio performance, investment returns, risk metrics, and valuation movements.
• Maintain investment MIS, databases, watchlists, and portfolio dashboards.

Financial Analysis and Valuation

• Build, maintain, and validate DCF, comparable companies, trading multiples, and precedent transaction models.
• Conduct return analysis, scenario analysis, and sensitivity assessments.
• Review financial statements, profitability metrics, cash flows, working capital, and key financial ratios.

Due Diligence and Risk

• Support financial, legal, tax, commercial, and operational due diligence.
• Identify investment risks and evaluate mitigation strategies.
• Assist with investment execution, transaction documentation, governance, compliance, and post-investment monitoring.

Reporting and Communication

• Prepare investment notes, Investment Committee memos, presentations, portfolio review reports, and management updates.
• Present investment findings and recommendations to internal stakeholders clearly and concisely.

Required Skills

• Strong analytical and problem-solving capabilities.
• Expertise in financial modeling and valuation.
• Strong understanding of financial statement analysis.
• Knowledge of equity markets, capital markets, PMS, and AIF structures.
• Ability to evaluate startups, venture capital, private equity, Series A, and seed-stage opportunities.
• Portfolio monitoring, risk assessment, performance analysis, quantitative analysis, scenario modeling, and return evaluation skills.
• Strong communication, presentation, report-writing, ownership, integrity, and confidentiality.

Qualifications

• MBA in Finance, CA, and/or CFA preferred.
• Bachelor's or Master's degree in Finance, Commerce, or Business Administration.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Exposure to financial databases, research platforms, and data visualization or BI tools is advantageous.

Preferred Candidate Profile

• Strong foundation in investments with experience evaluating listed and unlisted companies.
• Familiarity with Family Office, PMS, AIF, venture capital, and private equity investment frameworks.
• Ability to independently assess valuation, returns, and investment risks.
• Comfort working directly with senior management and preparing investment recommendations.