Financial Investment Specialist

5 days ago


Mumbai, Maharashtra, India GrobizFund Full time

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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