Investment Analyst

4 weeks ago

mumbai, India Intellectual Capital HR Consulting Pvt. Ltd. Full time
Job Title: Investment Analyst with family office
Job Description:
We are seeking a highly analytical and detail-oriented Investment Analyst to join our team. The primary responsibility of this role is to evaluate investment proposals, provide comprehensive analysis reports to Management, and make informed recommendations on investment decisions across various asset classes. The successful candidate will play a crucial role in optimizing our investment portfolio and maximizing returns.
Responsibilities:
Evaluate Investment Proposals: Assess investment opportunities including debt, equity (both listed and unlisted), across various market caps and sectors. From ideation to execution, analyze potential investments to determine suitability and potential returns.
Report Analysis to Management: Prepare detailed reports summarizing the analysis of investment proposals. Highlight key findings, risks, and potential returns for Management review, providing clear insights to facilitate decision-making processes.
Recommend Investment Strategies: Utilizing comprehensive analysis, provide informed recommendations to Management on investment opportunities. Offer suggestions for investment in various products and instruments within different asset classes, aligning with the organization's investment objectives.
Monitor Investment Portfolio: Continuously monitor the performance of the investment portfolio across different asset classes. Track market changes, economic trends, and regulatory shifts to assess their impact on portfolio investments.
Optimize Portfolio Returns: Identify opportunities to optimize portfolio returns by suggesting changes in the investment mix, asset allocation, and investment strategies across diverse asset classes. Actively seek avenues for enhancing overall portfolio performance.
Stay Informed: Keep abreast of market developments, regulatory changes, and industry trends across different asset classes. Utilize this knowledge to inform investment decisions and strategies, ensuring alignment with organizational goals.
Collaborate with Team: Work closely with other members of the investment team to share insights, collaborate on analysis, and contribute to overall investment strategy development. Foster a collaborative environment conducive to generating innovative investment ideas.
Compliance and Risk Management: Ensure compliance with regulatory requirements and internal policies while managing investment activities across various asset classes. Assess and mitigate investment risks effectively to safeguard the interests of the organization.
Qualifications:
Bachelor's degree in Finance, Economics, or a related field. Advanced degree (e.g., MBA, CA) preferred.
Proven experience in investment analysis, financial modeling, and portfolio management across multiple asset classes including Wealth Management, PMS, AIF, Equity, and Debt instruments.
Strong analytical skills with the ability to interpret complex financial data and market information across diverse asset classes.
Excellent communication skills, both written and verbal, with the ability to present analysis and recommendations effectively to Management.
Detail-oriented with a commitment to accuracy and precision in analysis and reporting.
Ability to work independently and collaboratively in a fast-paced, dynamic environment.
Proficiency in financial analysis tools and software.
Understanding of investment principles, financial markets, and regulatory frameworks across various asset classes.
This position offers an exciting opportunity to contribute to strategic investment decisions across a wide range of asset classes and make a meaningful impact on portfolio performance. If you have a passion for investments and a strong analytical mindset, we encourage you to apply.

  • Investment Banking

    4 weeks ago

    Andheri, Mumbai, Maharashtra, India Asit C Mehta Investment Interrmediates Full time

    **Job ID**: Investment Banking **Role**: Investment Banking (Chemical & Pharma Research Analyst) **Department**: Investment Banking & Corporate Advisory **Location**: Andheri East, Mumbai, Maharashtra **Designation**: To Be Discussed **Reporting structure for the position**: Head - Investment Banking & Corporate Advisory **No of Position Vacant**: 1 -...

  • Investment Analyst Internship

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Full time

    About the internship:Are you passionate about finance and investments? Do you have a keen eye for analyzing market trends and making strategic decisions? If so, we have the perfect opportunity for you As an investment analyst intern at Talent Corner HR Services, you will have the chance to work alongside seasoned professionals in the financial industry,...

  • Analyst, Investment Operations

    4 weeks ago

    Mumbai, India Ares Management Corporation Full time

    Description Summary: Ares is looking to hire entry level Analysts who are highly motivated, having attention to detail & intelligent to join the Investment Operations team. These individuals would work closely with the Global team covering the various functions within the Operations team. Primary Responsibilities: Assisting with trade...

  • Analyst, Investment Operations

    3 weeks ago

    mumbai, India Ares Management Corporation Full time

    Description Summary: Ares is looking to hire entry level Analysts who are highly motivated, having attention to detail & intelligent to join the Investment Operations team. These individuals would work closely with the Global team covering the various functions within the Operations team. Primary Responsibilities: Assisting with...

  • Pre-MBA Analyst

    3 weeks ago

    mumbai, India Michael Page Full time

    Opportunity to work for a leading Global Fund Opportunity to work in a front-end investment role About Our Client Our Client is a leading Global PE Fund that invests in sectors like Technology, Financial Services, IT Services, Consumer and EV sectors in India.They make Growth stage investments in Series C or Series D companies operating in the...

  • Analyst - Investment - Real Estate

    5 days ago

    Mumbai, India Bolt Techservices Full time

    Role : Investment Level : Analyst - Investment Sector : Industrial Real Estate, Funds Position Description : - 2-5 years of work experience in the investment team of industrial/other real estate - Manage and monitor all the financial modelling, due diligence and investment analysis work - Work closely with the portfolio companies in monitoring growth and...

  • Lead Real Estate Analyst

    4 weeks ago

    Mumbai, India The Investment Trust of India Full time

    Company Name & Description:Antique Stock Broking Limited is a leading financial services firm dedicated to providing comprehensive insights and advisory services to institutional clients. We are committed to delivering exceptional research and analysis to support our clients in making informed investment decisions.Job Description :We are seeking a highly...

  • Analyst, Investment Operations

    5 hours ago

    mumbai, India PineBridge InvestmentsPineBridge Investments Full time

    PineBridge is seeking an Investment Operations Analyst/Senior Analyst to join our Middle Office group in Mumbai, supporting Fixed Income, Equity and Multi Asset Teams. Primary Responsibilities include: Hands-on management of the daily activities of the Investment Operations team in India, which includes:  - Put together daily/weekly/monthly...

  • Analyst, Investment Operations

    4 weeks ago

    Mumbai, India PineBridge InvestmentsPineBridge Investments Full time

    PineBridge is seeking an Investment Operations Analyst/Senior Analyst to join our Middle Office group in Mumbai, supporting Fixed Income, Equity and Multi Asset Teams. Primary Responsibilities include: Hands-on management of the daily activities of the Investment Operations team in India, which includes:  - Put together daily/weekly/monthly client...

  • Lead Analyst

    4 weeks ago

    Mumbai, India The Investment Trust of India Full time

    Company Name & Description:Antique Stock Broking Limited is a leading financial services firm dedicated to providing comprehensive insights and advisory services to institutional clients. We are committed to delivering exceptional research and analysis to support our clients in making informed investment decisions.Job Description:We are seeking a highly...

  • Lead Analyst

    4 weeks ago

    Mumbai, India The Investment Trust of India Full time

    Company Name & Description:Antique Stock Broking Limited is a leading financial services firm dedicated to providing comprehensive insights and advisory services to institutional clients. We are committed to delivering exceptional research and analysis to support our clients in making informed investment decisions.Job Description:We are seeking a highly...

  • Analyst/Associate - Investment Banking

    3 days ago

    Mumbai, India Phoenix Growth Solutions Pvt Ltd Full time

    Investment Banking AnalystAbout:AltFort Capital is a decade old distinguished investment bank and financial services company headquartered in Mumbai and promoted by reputed professionals. AltFort Capital specializes in a wide array of financial services, including fundraising, private equity, debt syndication, mergers and acquisitions (M&A), and handling...

  • Analyst, Investment Operations

    3 weeks ago

    mumbai, India Ares Management Corporation Full time

    Description Summary: Ares is currently searching for a highly motivated, detail-oriented team player to join as an Analyst focusing on incoming KYC requests across all of Ares’ business lines, working closely with internal legal, tax and compliance teams. The Analyst will assist with every request related to KYC across our lines of...

  • Analyst, Investment Operations

    3 weeks ago

    Mumbai, India Ares Management Corporation Full time

    Description Summary: Ares is currently searching for a highly motivated, detail-oriented team player to join as an Analyst focusing on incoming KYC requests across all of Ares’ business lines, working closely with internal legal, tax and compliance teams. The Analyst will assist with every request related to KYC across our lines of business,...

  • Investment Banking

    5 hours ago

    mumbai, India Citi Full time

    About Mumbai Industry Analytics Group (MIAG) The Mumbai Industry Analytics Group works with Investment Banking teams globally across a range of tasks covering building materials for capital market (equity offerings and debt issuance), M&A advisory pitches and transactions. Position Summary The role involves working on various Investment...

  • Investment Banking

    42 minutes ago

    Mumbai, India Citi Full time

    About Mumbai Industry Analytics Group (MIAG) The Mumbai Industry Analytics Group works with Investment Banking teams globally across a range of tasks covering building materials for capital market (equity offerings and debt issuance), M&A advisory pitches and transactions. Position Summary The role involves working on various Investment Banking...

  • Investment Banking Analyst

    1 hour ago

    Mumbai, India CA Monk Full time

    🎓Qualification: MBA(Top College)/CFA🌐 Domain: Investment Banking🤵 Investment Banker (REAL ESTATE-BUY SIDE)📍 Location: Bangalore & Mumbai🏢 Work type: Full-time👉Experience: 4-8 YearsPosition Overview:We are seeking a highly motivated and experienced Investment Banker to join our team, specializing in buy-side roles for real estate clients....

  • Financial Analyst

    4 weeks ago

    Navi Mumbai, India Asit C. Mehta Investment Interrmediates Ltd. Full time

    Financial role :We're on the lookout for analyst (1-3 yrs experience) to work on the preparation of Financial models, Valuations, Investment Decks, Information Memorandums & Business Plans for startups and established businesses. Unconventional, round-the-clock hours, Middle of night wake-up calls to deal with crises, are entirely...

  • Analyst, Investment Operations

    2 hours ago

    Mumbai, India Ares Management Corporation Full time

    Description Reporting Relationships Principal, Investment Operations There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

  • Analyst, Investment Operations

    6 hours ago

    mumbai, India Ares Management Corporation Full time

    Description Reporting Relationships Principal, Investment Operations There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.