Investment Analyst

1 day ago

Mumbai, Maharashtra, India Capricon Realty Full time ₹ 12,00,000 - ₹ 36,00,000 per year

We are looking for a proactive and analytical Investment Analyst to join our family office team in Mumbai. This role offers a unique opportunity to work closely with the principal and investment leads on sourcing, evaluating, and managing investments across private equity, venture capital, and other asset classes. The ideal candidate is passionate about startups and private markets, has strong research and financial skills, and thrives in a dynamic, entrepreneurial environment.

Key Responsibilities

Investment Evaluation & Execution

  • Source and evaluate new investment opportunities aligned with the family offices sectoral interests.
  • Prepare detailed investment notes, memos, and presentations for internal decision-making.
  • Conduct primary and secondary research including market sizing, competitive analysis, and customer interviews.
  • Coordinate end-to-end deal execution including financial, legal, and operational due diligence.
  • Liaise with legal and financial advisors to close term sheets and finalize transactions.

Portfolio Management

  • Maintain close relationships with portfolio company founders and management teams.
  • Track performance metrics and prepare periodic progress reports.
  • Support portfolio companies in achieving scale, building organizational capabilities, and meeting strategic KPIs.
  • Assist in planning and executing exits from portfolio companies at the appropriate time.

Investor Relations & Strategy

  • Represent investor perspectives in strategic discussions with portfolio companies.
  • Assist startups in preparing for investor showcases and fundraising.
  • Contribute to the development of sectoral theses and the family offices investment strategy.
  • Support internal reporting including LP-style updates, newsletters, and website content.

Internal Operations & Support

  • Help define and implement systems and processes to improve investment tracking and scalability.
  • Take ownership of assigned tasks and contribute to cross-functional initiatives.

Skills & Competencies

  • Strong analytical and problem-solving abilities.
  • Proficiency in MS Office Suite (Excel, Word, PowerPoint); familiarity with AI tools for research and productivity.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple tasks and shifting priorities.
  • High degree of ownership, initiative, and attention to detail.
  • Strong networking skills and comfort with outreach in the startup ecosystem.

Qualifications

  • Graduate degree from a top-tier institution.
  • 12 years of relevant experience in investment banking, consulting, or a VC/PE/family office environment.
  • Prior internships, side projects, or active involvement in the startup ecosystem is a plus.

Why Join Us?

  • Work directly with decision-makers and gain exposure to the full investment lifecycle.
  • Learn how family offices operate across asset classes and sectors.
  • Opportunity to build deep sectoral knowledge and contribute to strategic thinking.

  • Analyst Investments

    2 weeks ago

    Mumbai, Maharashtra, India Poem Capital Full time

    Company DescriptionAt Poem Capital, we invest in bold ideas and the visionary founders behind them. As an early-stage investment firm, we specialize in identifying high-potential startups and providing the capital, strategic guidance, and network they need to scale. Our focus spans various sectors including Fintech, SaaS, HealthTech, AI, and ClimateTech....

  • Investment Analyst

    1 day ago

    Mumbai, Maharashtra, India ECU Worldwide Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Industry:AI, Deep Tech, Financial Services, Mutual fund services, PMSRole Overview:We are looking for a high-potential Strategy Analyst with a unique blend of financial acumen and AI/technology fluency. This role is ideal for candidates with 3–5 years of experience in investment research, equity analysis, or business analysis within financial services, who...

  • Investment Analyst

    3 days ago

    Mumbai, Maharashtra, India Vinayak Outsourcing Works Full time ₹ 12,00,000 - ₹ 15,00,000 per year

    Job Description:. Investment Analyst + Deal ScoutBackground: A young gun 2–3 years. Ex-consulting, PE analyst, IB analyst, or fintech research. Must be comfortable drowning in data, stalking founders, scanning filings, reading offer documents, and prepping deal models you'll skim for 11 seconds.Experience:Financial modellingSector researchDeal pipeline...

  • Investment Analyst

    5 days ago

    Mumbai, Maharashtra, India eBikeGo® Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    We're #Hiring : Investment AnalystLocation:Mumbai | 6 months experience considerableAre you passionate aboutstartups, investments, and financial modeling? Join our dynamic team atEBG Group of Companiesand work directly with the leadership onfundraising, investor relations, valuations, and projections.What You'll Do:Build & maintainfinancial models,...

  • Investment Analyst

    5 days ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position– Investment Analyst/ AssociateSummary:The incumbent will be a part of the investment team of Neo Special Credit Opportunities Fund and will play a key role in analyzing various investment opportunities and taking them to meaningful closure. Role will involve evaluating various investment opportunities by doing thorough diligence, developing...

  • Investment Analyst

    3 days ago

    Mumbai, Maharashtra, India SKS Enterpprises Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Position Name - Investment AnalystLocation - MumbaiExperience Range - 2-3 yrsMandatory Requirement: Conducts detailed financial/credit diligence and builds scenario-based models for new and existing investments, while actively supporting ongoing portfolio monitoring and analytical reviews.Ability to work on Python, SQL, R and other similar softwares.About...

  • Senior Investment Analyst

    1 week ago

    Mumbai, Maharashtra, India Oaklanecapital Full time ₹ 12,00,000 - ₹ 30,00,000 per year

    Join a high-calibre research team that thrives on first-principles thinking and values deep research.As a senior analyst, youll operate with high autonomy, identify differentiated ideas that can drive outsized returns, and contribute to a culture that prizes continuous learning and differentiated insight over consensus thinking. The ideal candidate will be...

  • Investment Banking Analyst

    1 week ago

    Mumbai, Maharashtra, India JR Laddha Financial Services Pvt. Ltd. Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Job Description: Analyst Investment BankingLocation: Mumbai Lower Parel (On-site)Department: Investment BankingReporting To: Director Investment BankingCompensation: INR 4 12 LPA (Fixed) + Performance-Based IncentivesRole OverviewJR Laddha is seeking a highly driven and detail-oriented Investment Banking Analyst to join our Mumbai team. The role...

  • Investment Compliance Analyst

    1 week ago

    Mumbai, Maharashtra, India Decimal Point Analytics Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are seeking adetail-oriented and analytical Investment Compliance Analystto join our team. The ideal candidate will have a strong understanding of investment instruments and the ability to interpret and apply investment guidelines effectively. This role requires hands-on experience in investment compliance functions, including coding and post-trade...

  • Investment Analyst/Associate

    1 week ago

    Mumbai, Maharashtra, India Rockstud Capital Full time ₹ 12,00,000 - ₹ 36,00,000 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...