Posted:5 days ago|
Platform:
On-site
Full Time
About The Role We are looking to onboard a sharp and detail-oriented Investment Analyst with investments across listed equities, PMS/AIFs, private equity, and debt instruments. The incumbent shall work directly with the CFO to monitor, report, and analyze the portfolio managed by the Family Office and leading fund houses. This is a strategic support role, ideal for candidates looking to build a career in portfolio management, investment advisory, or family office investing while gaining exposure to diverse asset classes. Key Responsibilities Track portfolio performance across fund managers (PMS/AIF/PE/debt/equity) Prepare detailed MIS and dashboards for monthly/quarterly reviews Liaise with external fund managers for reports, drawdowns, and NAVs Benchmark performance vs indices and peer portfolios Assist in evaluating new investment opportunities across asset classes Maintain documentation and internal reporting controls Support the CFO in preparing investment notes and board updates Desired Profile CFA Level 2 (or higher), MBA in Finance (from reputed Tier-2 institutes), or CA with relevant exposure Over 2 years of experience in investment research, PMS/AIF desk, family office, or wealth advisory role Strong understanding of Indian equity markets, private investments, and fixed income Excellent Excel and reporting skills; Power BI or Tableau is a plus Proactive, analytical, and comfortable working in a high-trust environment Why Join Us? Be part of a high-growth journey from the ground up Work closely with senior leadership (CFO) on a diverse investment platform Exposure to top-tier fund managers and live investment decisions (ref:iimjobs.com) Show more Show less
Chemco Group
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My Connections Chemco Group
Mumbai Metropolitan Region
Salary: Not disclosed
Mumbai Metropolitan Region
Salary: Not disclosed