Investment Analyst

19 hours ago

Bengaluru, Karnataka, India Samvith Technologies Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Title: Investment Analyst Single Family Office

Location: Bangalore, India

Reporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 years

Candidate Profile Qualifications

  • MBA (Finance) from a reputable B-school


• CFA Level 2 cleared or in progress

Preferred Experience


• Listed equity research (Indian public markets)


• Deal evaluation or business profiling in an investment or advisory team

  • Financial modelling and data collation for internal investment discussions

Key Attributes

  • Trustworthy and discreet handling sensitive financial data
  • Detail-oriented with strong follow-through
  • Good communicator
  • Independent, proactive, and able to manage multiple priorities What

We Offer

  • Opportunity to work in a lean, professional, and long-term family office setup
  • Diverse exposure to financial and investment operations
  • Collaboration with experienced CIO and external advisors


• Competitive salary with performance-linked bonus

Key Responsibilities

Public Equity (Detailed KRAs)

  • Maintain detailed trackers for core and watchlist stocks (updating quarterly financials, price movements, key ratios)
  • Prepare concise earnings summaries and management commentary post results season (23 pager format)
  • Track news flow, regulatory updates, and corporate actions across portfolio holdings and watchlist
  • Create and update comparative valuation tables (PE, EV/EBITDA, ROCE, etc.) across sectors


• Build financial models for selected companies (revenue build-up, margin assumptions, etc.) as guided

  • Assist in generating stock notes, one-pagers, or risk-reward frameworks for internal discussions
  • Participate in and summarize key broker/analyst webinars and earnings calls
  • Maintain an organized research archive of relevant reports, transcripts, and investor decks
  • Support the CIO in preparing presentations and review packs for family principals or external advisors

Private Market / Deal Evaluation

  • Create first-cut profiles of private companies under evaluation (business model, key metrics, competitors)
  • Summarize deal decks, investor notes, or term sheets received from bankers or advisors
  • Benchmark private company metrics with listed peers for valuation context
  • Track pipeline of deal flow and maintain structured follow-up status logs
  • Support documentation and diligence materials compilation (as guided by CIO)

Investment Process & Documentation

  • Maintain clean digital folders with proper version control
  • Update internal investment logs, notes, dashboards, and data tables
    • Ensure research outputs follow the house style and formatting consistency
  • Prepare supporting material for CIO memos, family office review meetings, or internal audits

Sowmya

Samvith Technologies

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