Investment Analyst

Job Role: Investment Analyst/Counsellor/Advisor

Location: Chennai

Experience: 37 years experience in Investment Counselling, or Portfolio analysis, or equity research (listed or unlisted securities) (preferably Product or IC function)

CTC: Up to ?40 Lakhs

About the Role

The family office manages a diverse portfolio of investments across asset classes and is seeking a sharp, motivated Investment oriented candidate to join our team in Chennai. Youll work closely with senior decision-makers on evaluating opportunities, monitoring portfolio performance, and supporting strategic financial decisions.

Your Impac

t

As an Investment Analyst, you will be at the centre of our investment process conducting research, building financial models, and helping shape the investment strategy of the office. This is a high-visibility role with direct exposure to senior leadership and real influence on capital allocation decision

s.
What Youll

Do

• Prepare investment memos, portfolio reviews, and presentations for internal stakehol

• ders- Monitor existing portfolio companies and flag risks, opportunities, and key performance tr
• ends- Support due diligence on potential acquisitions, co-investments, and fund commitm
• ents- Assist with ad hoc projects related to asset allocation, tax planning, or estate/succession considerations as nee

ded.Added Preference- If you have built and maintained financial models, comparable company, and precedent transaction analyses, and Conducted sector and company-level research to identify and evaluate investment opportunities (public and private mark

ets)
Basic Qualifica

• tions- Undergraduate degree in Economics, Finance, Accounting, or a related disci
• pline- CFA, MBA or CA preferred, but not req
• uired- Experience with financial modelling and financial statement ana
• lysis- Strong analytical and quantitative s
• kills- Strong written and verbal communication skills in En
• glish- Ability to work independently with minimal supervision while managing multiple prior
• ities- High degree of discretion and confidenti

ality
Preferred Qualific

• ations- Familiarity with Indian and global capital m
• arkets- Experience across multiple asset classes (equities, fixed income, real estate, alterna
• tives)- Experience in investment banking, equity research, private equity, or asset mana