Investment Strategy Analyst
2 weeks ago
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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