Investment Associate

7 hours ago

Mumbai, Maharashtra, India P4 Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

About P4 Capital

We are a reputed Mumbai-based family office managing a diversified portfolio across listed and unlisted equities. Our investment approach is long-term, value-driven, and deeply rooted in fundamental research. We partner with passionate entrepreneurs and invest in scalable businesses with strong governance. The family office operates with a small, high-caliber team that values intellectual rigor, independence, and integrity.

Job Details

  • Job Title: Investment Associate
  • Location: Mumbai
  • Experience: Upto 4 years
  • Type: Full-time
  • Reporting To: Chief Investment Officer
  • Education (one or more is a must): CA / CFA (level III cleared) / MBA (Finance) / Masters in Finance

Key Responsibilities

  • Conduct detailed fundamental research on companies across sectors (both listed and private)
  • Conduct deep dives into industries and markets to identify emerging trends and opportunities
  • Assess competitive positioning, build investment thesis, identify key drivers of value, key risks, and business model sustainability
  • Analyze company financials and key metrics to support investment recommendations
  • Build and maintain detailed financial models for target and portfolio companies
  • Perform valuation using DCF, relative valuation, and other relevant methodologies
  • Prepare high-quality investment memos and presentations (Word & PowerPoint) for the Investment Committee
  • Summarize complex data and research into clear, concise, and actionable insights
  • Monitor portfolio companies and sectoral developments

Candidate profile

  • Upto 4 years of relevant experience in equity research, investment banking, or corporate finance
  • Proven experience in building financial models independently (case study may be part of the selection process)
  • Strong understanding of financial statements, accounting, valuation, and corporate finance principles
  • Excellent command over MS Excel, PowerPoint, and Word (advanced Excel skills preferred)
  • Strong written and verbal communication skills
  • Highly analytical, detail-oriented, and intellectually curious
  • Self-starter with the ability to work independently in a lean team
  • Passion for investing and long-term wealth creation

What We Offer

  • Opportunity to work closely with a senior investment team in a meritocratic and intellectually stimulating environment
  • Exposure to both public and private markets across sectors and business models
  • A long-term learning curve and the ability to participate in high-impact investment decisions

To Apply

  • If interested, please send your resume and a short cover note with the subject line: "Application for Investment Associate" at
  • Please mention your current and expected compensation (fixed and variable) in your cover note.

  • Investment Associate

    1 week ago

    Mumbai, Maharashtra, India AGR Knowledge Services Pvt Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Title: Investment Associate - Gaming Industry Location: Mumbai (Sion); Work mode: Work from the office (no WFH or hybrid) AGR has secured the exclusive mandate to set up and manage a Global Capability Centre (GCC) in India for our client Merak Capital (https://merak.capital). The Associate (Gaming Industry) role will be a part of this GCC. Merak Capital is...

  • Investment Operations Associate

    1 week ago

    Mumbai, Maharashtra, India ABN Capital Full time US$ 80,000 - US$ 1,20,000 per year

    Job Title: Associate – Investments, Operations & ComplianceLocation: Ghatkopar, Mumbai, Maharashtra (In-Person)Company: ABN CapitalAbout ABN CapitalABN Capital is a proprietary investment and PMS firm (SEBI license awaited) committed to delivering superior risk-adjusted returns in Indian public equities. We combine deep research with disciplined risk...

  • Associate, Investments Team

    4 weeks ago

    Mumbai, Maharashtra, India Cedar-IBSi Capital Full time

    Role/Designation: Associate, Investments Team Location: MumbaiReports to: Associate Partner & Founder & Managing PartnerAbout Cedar - IBSi Capital:Cedar-IBSi Capital is the region's leading early-stage FinTech venture capital fund, primarily focused on B2B FinTech and Financial Services-Infrastructure companies. The $20-25mn fund has achieved a First Close...

  • Associate, Investments Team

    1 week ago

    Mumbai, Maharashtra, India Cedar-IBSi Capital & FinTech Lab Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Role/Designation:Associate, Investments TeamLocation:MumbaiReports to:Associate Partner & Founder & Managing PartnerAbout Cedar - IBSi Capital:Cedar-IBSi Capital is the region's leading early-stage FinTech venture capital fund, primarily focused on B2B FinTech and Financial Services-Infrastructure companies. The $20-25mn fund has achieved a First Close and...

  • Investment Banking Associate

    4 weeks ago

    Mumbai, Maharashtra, India Estalvis Advisors Pvt. Ltd. Full time

    Please Share your Profile on recruiter6@estalvisadvisors.com OR 8910486034 on an immediate basis.Job Title: Investment Banking Associate / AnalystLocation: MumbaiExperience: 1–3 years in Investment BankingQualification: Pursuing CFA (preferred)Joining: Immediate JoinersJob DescriptionWe are seeking a highly motivated Investment Banking Associate/Analyst to...

  • Acaipl Investment

    4 weeks ago

    Mumbai, Maharashtra, India Acaipl Investment & Financial Services Private Ltd Full time

    Experience: Minimum 5 to 10 years of relevant experienceAbout Us:Areion Assets Management Private Limited is an investment manager to a SEBI Registered Category II and Category I Alternative Investment Fund. Areion AMC has successfully launched 4 no. of schemes under Cat II & 3 schemes under Cat I- SSF.The AMC has applied for 1 new scheme under Cat I with...

  • Investment Banking Associate

    1 week ago

    Mumbai, Maharashtra, India Sprout Capital Advisors LLP Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Company Description Sprout Capital Advisors LLP is a trusted financial partner for leading mid-market companies, known for deep engagement with clients and top-quality transaction execution with high integrity. With over 75 transactions totaling $900 mn in transaction size, we are committed to delivering results beyond traditional boundaries of deal-making....

  • Associate - Investments Team

    1 week ago

    Mumbai, Maharashtra, India Cedar Management Consulting International LLC Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Summary : The Investment Associate at Cedar–IBSi Capital will play a pivotal role in driving the fund's investment strategy by sourcing, evaluating, and executing early-stage FinTech and Financial Services–Infrastructure opportunities. The role requires a strong combination of analytical rigor, market research, and relationship-building skills...

  • Investment Analyst/Associate

    1 week ago

    Mumbai, Maharashtra, India Rockstud Capital Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company OverviewRockstud Capital is a leading alternative asset manager that manages and advises a variety of funds including SEBI registered schemes like CAT-II Venture Capital Hybrid AIF fund. Our core tenets include a customer-first approach, a performance-driven strategy, and utmost transparency. We focus on investing in early-stage, sector-agnostic...

  • Investment Risk Associate

    4 weeks ago

    Mumbai, Maharashtra, India TIAA Full time

    Investment Risk Associate - IN Participates in developing and implementing global risk management reports systems and processes to support efforts to minimize investment risks from various aspects Researches investment organizations and business activities while under guidance to evaluate their risk to exposures monitors all investment risk management...