Job
Description
Position: Investment Analyst/ Sr Analyst (Large Family Office) Role: - Monitor and optimize the performance of existing investment portfolios. - Assess and mitigate risks associated with market trends, regulatory changes, and financial volatility. - Work closely with legal and compliance teams to ensure adherence to investment policies and regulations. - Develop exit strategies for underperforming investments while maximizing overall returns. - Identify and evaluate potential investment opportunities across equity, debt, and alternative assets. - Conduct due diligence, financial modeling, and risk assessment for investment decisions. - Structure, negotiate, and execute investment deals, ensuring alignment with regulatory requirements. - Prepare and present investment reports and recommendations to senior management. - Build and maintain strong relationships with investors, financial institutions, and industry partners. - Conduct market research to stay updated on emerging investment trends and opportunities. Requirements: - Education: CA / CFA (Level 2 or above) / MBA (Finance) from a reputed institution. - Experience: 3- 6 years in Investment Banking, Private Equity, or Equity Research. - Strong knowledge of financial modeling, valuation techniques, and deal structuring. - Experience in listed equities, private credit, large-scale transactions, corporate finance, investment banking, private equity, and venture capital. - Experience with due diligence, corporate finance, and debt/equity funding. - Proficiency in MS Excel, PowerPoint, and financial databases. - Excellent analytical, communication, and presentation skills. - Ability to work in a fast-paced environment and handle multiple transactions. - Exposure to SEBI/BSE regulatory compliance. Location: Hyderabad This position is for a Client of Vertex Corporate Services which is a Large Family Office
