Investment Associate

3 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.

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