Investment Portfolio Analyst

Job Title : Investment Analyst – Family Office

Location : Fort Mumbai (Full-Time)

Experience Required : 4-5 years (Graduate degree with relevant work experience)

About the Role

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 office’s 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

Investor Relations & Strategy

Internal Operations & Support

Skills & Competencies

familiarity with AI tools for research and productivity.

Qualifications

Why Join Us?