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Rashi Fincorp
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Vice President Family Office Investment Research

Vice President Family Office Investment Research

Rashi Fincorp

6 - 10 years

8 - 12 Lacs

mumbai

Posted:None| Platform:

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Skills Required

wealth management investment research equity research nbfc analytical vice president operations financial services reporting tools investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Qualification:

Bachelors degree in Finance, Economics, or related field; CFA or MBA preferred

Experience:

6 to 10 yrs

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 firms 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

Bachelors degree in Finance, Economics, or related field; CFA or MBA preferred

More Jobs at Rashi Fincorp

Vice President Family Office Investment Research

mumbai

6.0 - 10.0 yrs

INR 8 - 12 Lacs

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Vice President Family Office Investment Research