About the role

Investment Analyst – Family Office

Location:	New Delhi
Experience:	3–6 years
Function:	Investments / Family Office
Reporting to:	Head – Treasury and Family Office

About the Role

We are looking for a highly analytical and intellectually curious Investment Analyst to join a private family office based in New Delhi. The ideal candidate should have strong financial and analytical skills, excellent attention to detail, and the ability to independently research investment opportunities and convert complex information into clear, actionable insights.

Key Responsibilities

1. Investment Research

Conduct detailed research on listed equities, fixed income, mutual funds, PMS/AIFs, private equity, venture capital and other alternative investments.
Analyse companies, sectors, industries, business models, competitive positioning and management quality.
Build and maintain financial models, valuation analyses and investment cases.
Track macroeconomic, market and sector developments relevant to the portfolio.
Prepare concise investment notes and presentations for the CIO and promoter family.
Undertake ad-hoc analytical projects requiring independent research and financial analysis.

2. Portfolio Monitoring

Monitor the family office's investment portfolio across asset classes.
Track portfolio performance, asset allocation, exposures, liquidity and risk.
Prepare monthly and quarterly portfolio reports.
Monitor investment mandates, benchmarks, performance attribution and deviations from target allocation.
Maintain dashboards for portfolio holdings and key investment metrics.

3. Fund & Manager Evaluation

Conduct due diligence on mutual funds, PMS, AIFs, private equity and other investment managers.
Analyse track records, portfolio construction, investment philosophy, team, fees, liquidity and risk.
Review fund factsheets, investor letters, financial statements and performance reports.
Coordinate with fund managers and external investment partners to obtain information and conduct periodic reviews.

4. Family Office Reporting

Prepare high-quality investment reports and presentations.
Maintain accurate databases of investments, valuations, cash flows and historical performance.
Assist in preparing materials for investment committee and investment discussions.

Candidate Profile

The ideal candidate will have:

3–6 years of experience in investment banking, equity research, asset management, private wealth, family office, transaction advisory or a similar role.
Strong understanding of financial markets and investment products.
Excellent financial modelling and Excel skills.
Strong analytical and quantitative abilities.
Ability to independently conduct investment research and form a structured view.