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Investment Analyst- FAMILY OFFICE

Investment Analyst- FAMILY OFFICE

5M Consultants

2 - 5 years

6 - 10 Lacs

bengaluru

Posted:18 hours ago| Platform:

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Skills Required

financial advisory investment analysis wealth management portfolio management investment advisory

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description: Investment Analyst

Role Overview

We are seeking a broad-based Investment Analyst to assist the Chief Investment Officer (CIO) in evaluating a wide range of investment opportunities — primarily direct listed equity and private company deals. The analyst will be responsible for conducting detailed equity research and supporting the CIO in all aspects of the investment process.

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Key Responsibilities

Public Equity (Detailed KRAs)

Maintain detailed trackers for core and watchlist stocks (quarterly financials, price movements, key ratios).

Prepare concise earnings summaries and management commentary post-results season (2–3 pager format).

Track news flow, regulatory updates, and corporate actions across portfolio holdings and watchlist.

Create and update comparative valuation tables (P/E, EV/EBITDA, ROCE, etc.) across sectors.

Build financial models for selected companies (revenue build-up, margin assumptions, etc.) as guided.

Assist in generating stock notes, one-pagers, and risk-reward frameworks for internal discussions.

Participate in and summarize broker/analyst webinars and earnings calls.

Maintain an organized research archive of reports, transcripts, and investor decks.

Support the CIO in preparing presentations and review packs for family principals or external advisors.

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Private Market / Deal Evaluation

Create first-cut profiles of private companies (business model, key metrics, competitors).

Summarize deal decks, investor notes, or term sheets from bankers or advisors.

Benchmark private company metrics against listed peers for valuation context.

Track deal flow pipeline and maintain structured follow-up status logs.

Support documentation and diligence materials compilation as guided by the CIO.

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Investment Process & Documentation

Maintain clean digital folders with version control.

Update internal investment logs, dashboards, and data tables.

Ensure research outputs follow house style and formatting standards.

Prepare supporting material for CIO memos, family office review meetings, or internal audits.

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Candidate Profile

Qualifications

MBA (Finance) from a reputable B-school.

CFA Level II cleared or in progress.

Preferred Experience

Listed equity research (Indian public markets).

Deal evaluation or business profiling in an investment or advisory team.

Financial modeling and data collation for internal investment discussions.

Key Attributes

Trustworthy and discreet — handling sensitive financial data.

Detail-oriented with strong follow-through.

Good communicator, both written and verbal.

Independent, proactive, and able to manage multiple priorities.

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What We Offer

Opportunity to work in a lean, professional, and long-term family office setup.

Diverse exposure to financial and investment operations.

Collaboration with experienced CIO and external advisors.

Competitive salary with performance-linked bonus.

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Investment Analyst- FAMILY OFFICE