Investment Analyst

4 weeks ago

Bengaluru, India Samvith Technologies Full time

Job Description Candidate Profile Qualifications - MBA (Finance) from a reputable B-school CFA Level 2 cleared or in progress Preferred Experience Listed equity research (Indian public markets) Deal evaluation or business profiling in an investment or advisory team - Financial modelling and data collation for internal investment discussions Key Attributes - Trustworthy and discreet handling sensitive financial data - Detail-oriented with strong follow-through - Good communicator - Independent, proactive, and able to manage multiple priorities What We Offer - Opportunity to work in a lean, professional, and long-term family office setup - Diverse exposure to financial and investment operations - Collaboration with experienced CIO and external advisors Competitive salary with performance-linked bonus Key Responsibilities Public Equity (Detailed KRAs) - Maintain detailed trackers for core and watchlist stocks (updating quarterly financials, price movements, key ratios) - Prepare concise earnings summaries and management commentary post results season (23 pager format) - Track news flow, regulatory updates, and corporate actions across portfolio holdings and watchlist - Create and update comparative valuation tables (PE, EV/EBITDA, ROCE, etc.) across sectors Build financial models for selected companies (revenue build-up, margin assumptions, etc.) as guided - Assist in generating stock notes, one-pagers, or risk-reward frameworks for internal discussions - Participate in and summarize key broker/analyst webinars and earnings calls - Maintain an organized research archive of relevant reports, transcripts, and investor decks - Support the CIO in preparing presentations and review packs for family principals or external advisors Private Market / Deal Evaluation - Create first-cut profiles of private companies under evaluation (business model, key metrics, competitors) - Summarize deal decks, investor notes, or term sheets received from bankers or advisors - Benchmark private company metrics with listed peers for valuation context - Track pipeline of deal flow and maintain structured follow-up status logs - Support documentation and diligence materials compilation (as guided by CIO) Investment Process & Documentation - Maintain clean digital folders with proper version control - Update internal investment logs, notes, dashboards, and data tables Ensure research outputs follow the house style and formatting consistency - Prepare supporting material for CIO memos, family office review meetings, or internal audits

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