Analyst

Summit Kailash is a leading, independent India advisory and fund placement group providing global capital-raising and liquidity solutions.

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Job Overview

We are looking for a smart and dedicated team member for the position of Analyst to maintain and expand our institutional and family office/UHNI investor relationships across the world. The focus would be towards alternative investments across Private Equity, Venture Capital, Private Credit and Hedge Funds in domestic and offshore markets. This role presents an excellent opportunity to gain exposure to different types of investors and build strong knowledge across alternative asset classes.

Responsibilities and Duties

• Assisting in creating PowerPoint presentations showing the track record of an investment portfolio, including charts, benchmark comparisons, and competitor profiling.

• Collecting portfolio information and performance data from managers.

• Conducting analysis of different products across asset classes.

• Assisting in the creation of materials for investment presentations.

• Monitoring investment performance across asset classes, geographies and managers.

• Engaging in multi-asset class research and contributing to thought-leadership articles.

Qualifications

• Graduation degree is a must.

Skills, Experience and Competencies

• 0 to 1 year of related experience; freshers are welcome.

• Strong self-motivation and ability to work effectively in teams.

• Basic knowledge of alternative investment products (VC, Private Equity, Hedge Funds) is an advantage.

• Excellent presentation skills (oral and written) are mandatory.

• Rigorous attention to detail and a practitioner’s approach to investment problem-solving.

• Strong Microsoft Office skills and an aptitude for technology.