Investment Analyst - Group of Companies - Thiruvanmiyur Location

• Track and analyze performance of the family’s investment portfolio across asset classes.
• Assist in asset allocation reviews and provide recommendations based on market outlook.
• Prepare regular investment reports, dashboards, and presentations for the principal.
  

• Conduct research on markets, sectors, investment products, and funds.
• Support due diligence processes for new investments (e.g., funds, startups, real estate).
• Stay informed of macroeconomic trends and provide relevant insights.
  

• Act as a point of contact with wealth managers, private banks, fund managers, and investment consultants.
• Help coordinate documentation, KYC, onboarding, and ongoing communication with external partners.
  

• Maintain investment records, mandates, agreements, and compliance documentation.
• Monitor cash flows, capital calls, and distributions.
• Assist in preparation of tax and audit documents in collaboration with accountants.
  

Qualifications & Skills

• Education: Bachelor’s degree in Finance, Economics, Business, or related field. CFA Level 1/2 or MBA (Finance) preferred.
• Experience: 2–3 years in investment research, private banking, wealth management, or asset management.
• Strong understanding of financial instruments: equities, mutual funds, AIFs, PMS, debt, private equity, etc.
• Excellent analytical skills with proficiency in Excel, PowerPoint, and financial tools (Bloomberg, CapitalIQ, etc.).
• Detail-oriented, trustworthy, and capable of handling confidential financial matters.
• Effective communicator with a proactive and resourceful approach.
  

Preferred Attributes

• Prior exposure to family office operations or ultra-HNI wealth advisory is a strong plus.
• Comfortable in a fast-paced, unstructured environment typical of a newly established setup.
• Ability to work independently while also collaborating with legal, tax, and investment professionals.