Investment Analyst – Family Office
1 week ago
Job Title: Investment Analyst – Family OfficeLocation: Fort Mumbai (Full-Time)Experience Required: 4-5 years (Graduate degree with relevant work experience)About the RoleWe are looking for a proactive and analytical Investment Analyst to join our family office team in Mumbai. This role offers a unique opportunity to work closely with the principal and investment leads on sourcing, evaluating, and managing investments across private equity, venture capital, and other asset classes. The ideal candidate is passionate about startups and private markets, has strong research and financial skills, and thrives in a dynamic, entrepreneurial environment.Key ResponsibilitiesInvestment Evaluation & Execution- Source and evaluate new investment opportunities aligned with the family office’s sectoral interests. - Prepare detailed investment notes, memos, and presentations for internal decision-making. - Conduct primary and secondary research including market sizing, competitive analysis, and customer interviews. - Coordinate end-to-end deal execution including financial, legal, and operational due diligence. - Liaise with legal and financial advisors to close term sheets and finalize transactions.Portfolio Management- Maintain close relationships with portfolio company founders and management teams. - Track performance metrics and prepare periodic progress reports. - Support portfolio companies in achieving scale, building organizational capabilities, and meeting strategic KPIs. - Assist in planning and executing exits from portfolio companies at the appropriate time.Investor Relations & Strategy- Represent investor perspectives in strategic discussions with portfolio companies. - Assist startups in preparing for investor showcases and fundraising. - Contribute to the development of sectoral theses and the family office’s investment strategy. - Support internal reporting including LP-style updates, newsletters, and website content.Internal Operations & Support- Help define and implement systems and processes to improve investment tracking and scalability. - Take ownership of assigned tasks and contribute to cross-functional initiatives.Skills & Competencies- Strong analytical and problem-solving abilities. - Proficiency in MS Office Suite (Excel, Word, PowerPoint); familiarity with AI tools for research and productivity. - Excellent written and verbal communication skills. - Ability to manage multiple tasks and shifting priorities. - High degree of ownership, initiative, and attention to detail. - Strong networking skills and comfort with outreach in the startup ecosystem.Qualifications- Graduate degree from a top-tier institution. - MBA in Finance or CA is a must - 4–5 years of relevant experience in investment banking, consulting, or a VC/PE/family office environment. - Prior internships, side projects, or active involvement in the startup ecosystem is a plus.Why Join Us?- Work directly with decision-makers and gain exposure to the full investment lifecycle. - Learn how family offices operate across asset classes and sectors. - Opportunity to build deep sectoral knowledge and contribute to strategic thinking.
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Investment Analyst
2 weeks ago
New Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Title: Investment Analyst – Family Office Location: Fort Mumbai (Full-Time) Experience Required: 4-5 years (Graduate degree with relevant work experience) About the Role We are looking for a proactive and analytical Investment Analyst to join our family office team in Mumbai. This role offers a unique opportunity to work closely with the principal and...
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Data Analyst
3 weeks ago
Delhi, India Versetti Family Office Full timeCompany DescriptionVersetti Family Office, founded by entrepreneur Angel Versetti, is dedicated to advancing longevity ventures through funding, strategic guidance, and operational support. Operating a Longevity Venture Builder, the company plays an integral role as a founding investor, co-founder, and incubator for longevity-focused startups with...
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Head Family Office Investments
5 hours ago
Delhi, Delhi, India Lighthouse Search Opc Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesThe Head of Family Office will be responsible for the strategic management of the familys investment portfolio across public equities, private markets, and fixed income instruments. The incumbent will serve as a trusted advisor to the family, ensuring prudent capital allocation, robust risk management, and sustainable long-term wealth...
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Data Analyst
3 weeks ago
Delhi, India Versetti Family Office Full timeCompany Description Versetti Family Office, founded by entrepreneur Angel Versetti, is dedicated to advancing longevity ventures through funding, strategic guidance, and operational support. Operating a Longevity Venture Builder, the company plays an integral role as a founding investor, co-founder, and incubator for longevity-focused startups with...
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Family Office
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New Delhi, India Emmvee Group Full time1. Accounting & Bookkeeping a. Maintain accurate books of accounts for the Family Office and related entities (investment, real estate, trusts, etc.). b. Record and reconcile all financial transactions, including investments, loans, and inter-entity transfers. c. Manage accounts payable/receivable, vendor invoices, reimbursements, and expense tracking. 2....
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Family Office
3 days ago
Delhi, India Emmvee Group Full time1. Accounting & Bookkeeping a. Maintain accurate books of accounts for the Family Office and related entities (investment, real estate, trusts, etc.). b. Record and reconcile all financial transactions, including investments, loans, and inter-entity transfers. c. Manage accounts payable/receivable, vendor invoices, reimbursements, and expense tracking. 2....
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Family office
3 days ago
Delhi, India Emmvee Group Full time1. Accounting & Bookkeepinga. Maintain accurate books of accounts for the Family Office and related entities (investment, real estate, trusts, etc.).b. Record and reconcile all financial transactions, including investments, loans, and inter-entity transfers.c. Manage accounts payable/receivable, vendor invoices, reimbursements, and expense tracking.2....
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Family Office
3 days ago
Delhi, India Emmvee Group Full time1. Accounting & Bookkeepinga. Maintain accurate books of accounts for the Family Office and related entities (investment, real estate, trusts, etc.).b. Record and reconcile all financial transactions, including investments, loans, and inter-entity transfers.c. Manage accounts payable/receivable, vendor invoices, reimbursements, and expense tracking.2....
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Family Office
3 days ago
Delhi, India Emmvee Group Full time1. Accounting & Bookkeepinga. Maintain accurate books of accounts for the Family Office and related entities (investment, real estate, trusts, etc.).b. Record and reconcile all financial transactions, including investments, loans, and inter-entity transfers.c. Manage accounts payable/receivable, vendor invoices, reimbursements, and expense tracking.2....
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Family office
2 days ago
Delhi, India Emmvee Group Full time1. Accounting & Bookkeepinga. Maintain accurate books of accounts for the Family Office and related entities (investment, real estate, trusts, etc.).b. Record and reconcile all financial transactions, including investments, loans, and inter-entity transfers.c. Manage accounts payable/receivable, vendor invoices, reimbursements, and expense tracking.2....
