Financial Investment Specialist
5 days ago
Company Overview
Grobiz Fund is an investment manager pioneering the SME investment landscape in India. Our strategy focuses on investing in anchor positions of SME IPOs for long-term growth and listed SMEs/small-caps.
Role Overview
We seek a skilled Financial Investment Specialist to join our dynamic team. As a foundational member, you will shape the fund's investment strategy and oversee investments from start to finish.
Qualifications
- Minimum 2 years in capital markets with a strong focus on small-cap/mid-cap investing.
- CA or MBA in Finance is a must; CFA is a plus.
Ideal Candidate Profile
- Deep interest in capital markets and equity investing, particularly in small and mid-caps.
- Candidate will work on idea generation, equity research, portfolio tracking, and developing investment theses.
- Strong understanding of accounting and value investing principles, with proficiency in various equity research tools.
- Eager to be an integral part of an early-stage team, committed to contributing to the fund's growth and development.
- Demonstrates strong initiative, energy, and confidence, with the ability to manage assignments with minimal supervision.
- Exceptional time management skills and the ability to prioritise workload.
Key Responsibilities
- Conduct comprehensive due diligence on potential investments, including market research, financial analysis, and competitive landscape assessment.
- Develop and maintain detailed financial models to evaluate investment opportunities and forecast potential returns.
- Prepare investment memos and presentations for the investment committee, clearly highlighting key findings and recommendations.
- Monitor and analyse the performance of portfolio investments, providing regular updates and reports to senior management.
- Stay informed about industry trends, market conditions, and emerging opportunities in the SME sector.
- Identify and source new investment opportunities through networking and participation in industry events.
- Collaborate closely with the Fund Manager to support all aspects of the investment process.
What We Offer
- An exciting opportunity to join a new and emerging AIF, with a highly experienced small team that fosters significant learning in the investment management industry.
- The right candidate will have the chance to grow with the firm and gain independence in developing a holistic skill set.
- A culture that encourages creativity and empowers you to make a lasting impact on the firm.
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