Vice President – Family Office & Investment Research

Job Title: Vice President – Family Office & Investment Research

Location: Mumbai, Maharashtra (Hybrid/Office-based)

Type: Full-time

Compensation: ₹90,000–₹1,00,000 per month (CTC)

About Rashi Fincorp

Rashi Fincorp is a diversified financial services platform with over 25 years of experience spanning equity broking, secured lending, NBFC services, and wealth management. We also manage a proprietary family office portfolio, focusing on long-term value creation across public and private investments. Learn more at www.rashifincorp.com.

Role Overview

We are looking for a mature, high-caliber professional to join us as Vice President – Family Office & Investment Research. This is a senior role designed for someone who can lead equity research, streamline our family office operations, and mentor junior analysts, while contributing to the strategic growth of the firm.

This individual will work closely with the leadership team and be deeply involved in investment research, process standardization, reporting, and expanding the firm’s internal capabilities.

Key Responsibilities

Conduct deep-dive research on Indian and global equities, including generating investment ideas, maintaining models, and preparing internal notes

Help institutionalize internal research processes, reporting frameworks, and investment tracking dashboards

Lead or support portfolio reviews, macro outlook discussions, and rebalancing decisions

Work with the Promoters to formalize and professionalize family office investment strategy

Guide and mentor junior team members on research methodology, modeling, and diligence

Collaborate with cross-functional teams across broking, NBFC, and wealth to ensure aligned capital deployment

Recommend and implement tools, systems, or practices to increase analytical depth and operational efficiency

Qualifications

6–10 years of experience in equity research, investment analysis, private wealth, or family office roles

Deep understanding of public markets and strong command of financial modeling and valuation

Proven ability to independently cover sectors or companies, with an ability to articulate high-conviction ideas

Track record of building or improving investment processes, models, or reporting tools

Strong interpersonal skills and experience managing or mentoring junior analysts

Highly self-motivated, intellectually curious, and comfortable working in a close-knit entrepreneurial team

Bachelor’s degree in Finance, Economics, or related field; CFA or MBA preferred

Why Join Us?

Direct exposure to strategic decision-making and proprietary capital deployment

Entrepreneurial role with high autonomy and potential to shape internal structures

Opportunity to work across public equities, alternatives, and long-term wealth strategy

Flat team structure, high visibility, and long-term growth path

Competitive compensation with performance-linked upside

To Apply

Please send your resume and a short note describing your experience and interest in the role to info@rashifincorp.com, with the subject line:

VP – Family Office & Investment Research – [Your Name]

Job Type: Full-time

Pay: ₹1,000,000.00 - ₹1,200,000.00 per year

Work Location: In person