Investment Analyst - Single Family Office

Job Title: Investment Analyst Single Family Office

Location: Bangalore, India

Reporting To: CIO/Family Office Head Type: Full-time | On-site Experience: 2 -3 years

Candidate Profile Qualifications

• MBA (Finance) from a reputable B-school

• CFA Level 2 cleared or in progress

Preferred Experience

• Listed equity research (Indian public markets)

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

• Financial modelling and data collation for internal investment discussions

Key Attributes

• Trustworthy and discreet handling sensitive financial data
• Detail-oriented with strong follow-through
• Good communicator
• Independent, proactive, and able to manage multiple priorities 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

Key Responsibilities

Public Equity (Detailed KRAs)

• Maintain detailed trackers for core and watchlist stocks (updating quarterly financials, price movements, key ratios)
• Prepare concise earnings summaries and management commentary post results season (23 pager format)
• Track news flow, regulatory updates, and corporate actions across portfolio holdings and watchlist
• Create and update comparative valuation tables (PE, 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, or risk-reward frameworks for internal discussions
• Participate in and summarize key broker/analyst webinars and earnings calls
• Maintain an organized research archive of relevant reports, transcripts, and investor decks
• Support the CIO in preparing presentations and review packs for family principals or external advisors

Private Market / Deal Evaluation

• Create first-cut profiles of private companies under evaluation (business model, key metrics, competitors)
• Summarize deal decks, investor notes, or term sheets received from bankers or advisors
• Benchmark private company metrics with listed peers for valuation context
• Track pipeline of deal flow and maintain structured follow-up status logs
• Support documentation and diligence materials compilation (as guided by CIO)

Investment Process & Documentation

• Maintain clean digital folders with proper version control
• Update internal investment logs, notes, dashboards, and data tables • Ensure research outputs follow the house style and formatting consistency
• Prepare supporting material for CIO memos, family office review meetings, or internal audits

Sowmya

Samvith Technologies

9844188855