01Overview
Opportunity to work with one of India's largest family officeWork directly with the CIO as a -1
About Our Client
The employer is a large-sized entity operating within the financial services sector, specifically focusing on capital market investments. They are known for providing tailored investment solutions and maintaining a professional yet focused approach to wealth management.
Job Description
Investment Research & Analysis
Conduct in-depth fundamental research on public and private investment opportunities across asset classes.Analyze financial statements, business models, industry dynamics, and competitive positioning.Build and maintain financial models, valuation frameworks, and investment theses.Track and monitor portfolio investments, generating periodic performance reports and insights.
Market Intelligence
Stay updated on macroeconomic trends, market developments, and regulatory changes.Prepare market summaries, thematic research notes, and investment briefs for senior stakeholders.Identify emerging investment themes and opportunities aligned with the family's investment strategy.
Portfolio Support
Assist in asset allocation analysis and portfolio construction.Monitor risk exposures, liquidity, and diversification metrics across the portfolio.Support due diligence processes for new investments, including documentation review and data analysis.
Private Investments & Alternatives
Participate in due diligence for private equity, venture capital, real estate, and hedge fund investments.Evaluate deal structures, GP track records, and fund strategies.Coordinate with external advisors, fund managers, and consultants.
Reporting & Communication
Prepare clear and concise investment memos, presentations, and dashboards for internal review.Support family principals and investment committee with data-driven insights.Maintain research databases, deal tracking systems, and documentation repositories.
The Successful Applicant
A successful Research Analyst - Family Office should have:
A strong academic background in finance, economics, or related fields. CA or CFA is a must!Proven experience in financial analysis, market research, or investment management.Expertise in creating and interpreting financial models and data analytics.Sound knowledge of the capital markets, venture capital and private equity sectors.Proficiency in using financial tools and software. Including AI tools.Excellent written and verbal communication skills for report preparation and stakeholder interactions.A keen eye for detail and a proactive approach to problem-solving.
What's on Offer
Competitive salary within the rangeOpportunities to work in a niche area of financial services, specifically venture capital and private equity.A professional work environment with a focus on career development and growth.Comprehensive holiday leave and other benefits as per company policy.
This is an excellent opportunity for a driven individual to excel as a Research Analyst - Family Office in the financial services industry. We encourage you to apply and take the next step in your career journey. .
