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Global Headhunters
Investment Analyst – Family Office
Global Headhunters · posted 14 days ago
Delhiinvestments
About the role
Investment Analyst – Family Office
| Location: | New Delhi |
| Experience: | 0 – 1 years |
| Function: | Investments / Family Office |
| Reporting to: | Head – Treasury & Family Office |
About the Role
We are looking for a bright, analytical and detail-oriented Investment Analyst to join a private family office in New Delhi. The role will involve investment research, portfolio monitoring and supporting the senior investment team.
Key Responsibilities
- Conduct research on listed equities, mutual funds, fixed income, PMS, AIFs and other investments.
- Analyse companies, sectors, markets and investment opportunities.
- Assist in financial modelling, valuation and investment analysis.
- Monitor portfolio performance, asset allocation and key exposures.
- Prepare investment notes, presentations and periodic portfolio reports.
- Track market and macroeconomic developments.
- Assist in due diligence and evaluation of fund managers and investment opportunities.
- Maintain accurate investment databases, valuations and performance records.
- Support the CIO and senior research team in investment analysis and analytical projects.
Candidate Profile
- 0 – 1 years of experience; freshers with relevant internships may apply.
- Strong academic record from a reputed institution.
- Strong analytical and numerical skills.
- Good understanding of financial markets and investment products.
- Excellent Excel and PowerPoint skills.
- Strong attention to detail and willingness to learn.
- Good written and verbal communication skills.
- CFA/CA/MBA/Finance background will be an advantage.