 
						Investment Associate
16 hours ago
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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