Investment Strategy Analyst

2 weeks ago

Kolkata, West Bengal, India UpTye Full time ₹ 15,00,000 - ₹ 20,00,000 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

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