Investment Analyst - Single Family Office

ConfidentialBengaluru / Bangalore

1 day ago

Job description

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

Skills Required

Equity Research, Financial Modelling, Investment Analysis

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Investment Analyst • Bengaluru / Bangalore

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