We are a reputed Mumbai-based family office managing a diversified portfolio across listed and unlisted equities. Our investment approach is long-term, value-driven, and deeply rooted in fundamental research. We partner with passionate entrepreneurs and invest in scalable businesses with strong governance. The family office operates with a small, high-caliber team that values intellectual rigor, independence, and integrity.

Job Details

Job Title: Investment AssociateLocation: MumbaiExperience: 0-4 yearsType: Full-timeReporting To: Chief Investment OfficerEducation (one or more is a must): CA / CFA (level III cleared) / MBA (Finance) / Masters in Finance

Key Responsibilities

Conduct detailed fundamental research on companies across sectors (both listed and private)
Conduct deep dives into industries and markets to identify emerging trends and opportunities
Assess competitive positioning, build investment thesis, identify key drivers of value, key risks, and business model sustainability
Analyze company financials and key metrics to support investment recommendations
Build and maintain detailed financial models for target and portfolio companies
Perform valuation using DCF, relative valuation, and other relevant methodologies
Prepare high-quality investment memos and presentations (Word & PowerPoint) for the Investment Committee
Summarize complex data and research into clear, concise, and actionable insights
Monitor portfolio companies and sectoral developments

Candidate Profile

Upto 4 years of relevant experience in equity research, investment banking, or corporate finance
Proven experience in building financial models independently (case study may be part of the selection process)
Strong understanding of financial statements, accounting, valuation, and corporate finance principles
Excellent command over MS Excel, PowerPoint, and Word (advanced Excel skills preferred

(ref:iimjobs.com)

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