Investment Strategy Analyst

2 weeks ago

Kolkata, West Bengal, India UpTye Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Overview
:

  • We are seeking a highly capable finance professional with 3–5 years of experience in investment strategy, corporate finance, wealth management, or equity research to help our group plan and deploy a recently realized corpus.
  • The role requires expertise in financial planning, asset allocation, and portfolio structuring to ensure strategic and efficient utilization of funds in alignment with the group's long-term objectives.

Key Responsibilities

  • Develop and execute a structured investment and capital deployment strategy aligned with the group's risk appetite and growth vision
  • Identify and evaluate opportunities across asset classes including equities, fixed income, real estate, private equity, and alternative investments
  • Conduct financial modelling, market analysis, and due diligence to support investment decisions
  • Prepare detailed reports, presentations, and recommendations for leadership on portfolio allocation and performance tracking
  • Coordinate with external advisors, fund managers, and legal/tax consultants to implement holistic financial strategies
  • Monitor and optimize the deployed corpus regularly in line with changing market dynamics and business priorities

Candidate Profile:

  • 3–5 years of relevant experience in investment consulting, equity research, corporate finance, or wealth management
  • Exposure across multiple industries through consulting, finance, or advisory roles
  • Strong analytical and financial modelling skills with knowledge of domestic and global financial markets
  • Ability to independently assess investment risks and build diversified portfolios
  • Excellent communication and stakeholder management skills for engaging with senior leadership and external advisors
  • Professional qualifications such as CFA (completed or Level II/III), CA, or MBA (Finance) preferred

  • Investment Analyst

    2 weeks ago

    Kolkata, West Bengal, India CapitalOven Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionCapitalOven is an early-stage venture capital firm based in India, focusing on investments in AI/ML, Generative AI, and innovative technology startups. We partner with visionary founders to help turn bold ideas into global businesses, from Seed to Series A. With over a decade of experience, $500M+ in capital deployed, and a portfolio of...

  • Investment Analyst

    22 hours ago

    Kolkata, West Bengal, India Calltawk Solution LLC- FZ Full time ₹ 3,00,000 - ₹ 9,00,000 per year

    Job Title: Investment AnalystCompany: HOOQx Digital Services Pvt. Ltd.Location: Kolkata, West BengalExperience Required: Minimum 3+ years in a similar profileSalary: Depends on last drawn salary and experienceJob Description:HOOQx Digital Services Pvt. Ltd. is seeking a dynamic and experienced Investment Analyst to join our growing team in Kolkata. The ideal...

  • Investment Analyst

    2 weeks ago

    Kolkata, West Bengal, India, West Bengal CapitalOven Full time

    Company Description CapitalOven is an early-stage venture capital firm based in India, focusing on investments in AI/ML, Generative AI, and innovative technology startups. We partner with visionary founders to help turn bold ideas into global businesses, from Seed to Series A. With over a decade of experience, $500M+ in capital deployed, and a portfolio of...

  • Senior Investment Advisor

    2 days ago

    Kolkata, West Bengal, India Purple Propvest Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job Summary:We are looking for a Sr. Investment Advisor Commercial to guide and relations client on commercial real estate properties. The role involves analyzing market trends, advising on high-return opportunities, and building long-term client relationships. Candidates with experience in commercial real estate or investment advisory preferred.Key...

  • Equity Research Analyst Intern

    17 hours ago

    Kolkata, West Bengal, India Advadnce Quantitative Analytics Pvt. Ltd. Full time ₹ 4,80,000 - ₹ 9,60,000 per year

    Equity Research Analyst (Intern) – KolkataLocation: KolkataType: Internship (with potential full-time conversion)Stipend: CompetitiveAbout the Role:We are looking for a motivated Equity Research Analyst (Intern) to join our team in Kolkata. The ideal candidate is analytical, detail-oriented, and passionate about financial markets. This internship offers...

  • Unit Manager- Investment B2B Sales

    2 weeks ago

    Kolkata, West Bengal, India NJ Group Full time ₹ 1,20,000 - ₹ 3,90,000 per year

    Greeting from NJ India Invest ...NJ India Invest Pvt. Ltd is a leading advisors and distributors of financial products and services in India. NJ began its journey in 1994 in Surat and has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. At NJ we exist to provide quality...

  • Manager - Finance, Strategy, and Operations

    1 week ago

    Kolkata, West Bengal, India ace Hiring Solutions Full time ₹ 1,50,00,000 - ₹ 3,00,00,000 per year

    Job Description: Manager - Finance, Strategy, and Operations (Chartered Accountant only) Location: Kolkata Department: Finance, Strategy C Operations Reporting To: Managing Director Job Type: Full-Time About the Role We are seeking a dynamic Chartered Accountant (CA) to lead our Finance, Strategy, and Operations functions. The ideal candidate will...

  • Analyst (Sales Support) -

    1 week ago

    Kolkata, West Bengal, India Vehere Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description Analyst (Sales Support) Designation: Analyst (Sales Support)Experience: 2-3 YearsLocation: Kolkata, IndiaJob ID: VTPL/TA/105Job Summary We are seeking a detail-oriented and proactive Analyst to join our Sales Support team. This role is pivotal in optimizing sales processes and enhancing customer engagement through effective management of...

  • Senior Software Engineer

    1 week ago

    Kolkata, West Bengal, India Teesta Investment Pvt. Ltd. Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Who we are:Teesta Investment is a pioneering proprietary trading HFT startup trading and market-making global digital assets in India. We lead the market for various financial instruments and digital currencies and operate with exceptional expertise, knowledge and global reach. We are a firm that was founded on innovative, forward thinking and professional...

  • PPC Analyst

    2 weeks ago

    Kolkata, West Bengal, India Meraqi Digital Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We're looking for a PPC / Paid Search Analyst who is responsible for administering and helping to manage Pay Per Click media strategies for clients. The PPC Analyst can quickly understand and support initiatives that will contribute to the goals and success of client campaigns.ResponsibilitiesPerform daily account management of pay per click accounts on...