Investment Associate

3 weeks ago


Gandhinagar, India P4 Capital Full time

About P4 Capital We are a reputed Mumbai-based family office managing a diversified portfolio across listed and unlisted equities. Our investment approach is long-term, value-driven, and deeply rooted in fundamental research. We partner with passionate entrepreneurs and invest in scalable businesses with strong governance. The family office operates with a small, high-caliber team that values intellectual rigor, independence, and integrity. Job Details Job Title: Investment Associate Location: Mumbai Experience: Upto 4 years Type: Full-time Reporting To: Chief Investment Officer Education (one or more is a must): CA / CFA (level III cleared) / MBA (Finance) / Masters in Finance Key Responsibilities Conduct detailed fundamental research on companies across sectors (both listed and private) Conduct deep dives into industries and markets to identify emerging trends and opportunities Assess competitive positioning, build investment thesis, identify key drivers of value, key risks, and business model sustainability Analyze company financials and key metrics to support investment recommendations Build and maintain detailed financial models for target and portfolio companies Perform valuation using DCF, relative valuation, and other relevant methodologies Prepare high-quality investment memos and presentations (Word & PowerPoint) for the Investment Committee Summarize complex data and research into clear, concise, and actionable insights Monitor portfolio companies and sectoral developments Candidate profile Upto 4 years of relevant experience in equity research, investment banking, or corporate finance Proven experience in building financial models independently (case study may be part of the selection process) Strong understanding of financial statements, accounting, valuation, and corporate finance principles Excellent command over MS Excel, PowerPoint, and Word (advanced Excel skills preferred) Strong written and verbal communication skills Highly analytical, detail-oriented, and intellectually curious Self-starter with the ability to work independently in a lean team Passion for investing and long-term wealth creation What We Offer Opportunity to work closely with a senior investment team in a meritocratic and intellectually stimulating environment Exposure to both public and private markets across sectors and business models A long-term learning curve and the ability to participate in high-impact investment decisions To Apply If interested, please send your resume and a short cover note with the subject line: "Application for Investment Associate" at Please mention your current and expected compensation (fixed and variable) in your cover note.



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