: Investment Analyst (Fresher / 1–2 Years Experience) – Family Office

Position Title: Junior Investment Analyst Reports To: Vice President Investment & Treasury

Location: FORT, Mumbai

Employment Type: Full time

CTC: 5-6 LPA About the Role

We are looking for a motivated Junior Investment Analyst to join our Family Office. This is an excellent opportunity for a fresher or early-career professional (0–2 years' experience) to build a solid foundation in portfolio analysis, market research, and investment documentation while working closely with senior investment professionals managing the family's wealth. The role is structured as a learning-oriented position where you will develop hands-on expertise across the investment lifecycle.

Key Responsibilities (Learning-Oriented)Portfolio Analysis — Skills you'll build

- Assist in tracking portfolio performance across asset classes (equities, fixed income, mutual funds/alternatives)
- Learn to calculate and interpret basic performance metrics (returns, XIRR, volatility)
- Support senior analysts in preparing monthly/quarterly portfolio summaries
- Gradually build skills in risk analysis — concentration, correlation, drawdown — under guidance
- Assist in comparing fund/manager performance against relevant benchmarks

Market Analysis — Skills you'll build

- Track daily/weekly market news, interest rate movements, and macroeconomic indicators
- Research sectors, industries, and companies under senior analyst supervision
- Compile market summaries and news digests for the investment team
- Support due diligence on new investment opportunities (data gathering, initial research)
- Learn to draft basic investment notes and thesis summaries over time

Documentation — Skills you'll build





- Maintain and organize records of investment transactions, term sheets, and correspondence
- Assist in preparing investment memos, presentation decks, and meeting minutes
- Learn documentation standards for regulatory, tax, and audit compliance
- Support the investment team in maintaining a well-organized document/data repository
- Coordinate with custodians, auditors, and fund administrators for basic reporting needs

What We Offer

- Structured mentorship from senior investment professionals
- Hands-on exposure to real portfolio decisions, not just theoretical learning
- Progressive responsibility — start with data/research support, grow into analysis and memo-writing
- Certification support (e.g., CFA Level 1/2, NISM certifications) may be considered

Qualifications

- Bachelor's degree in Finance, Economics, Commerce, or related field (MBA/CFA Level 1 pursuing candidates preferred)
- 0–2 years of experience (internships in banking/finance/wealth management are a plus)
- Strong proficiency in MS Excel; basic knowledge of financial concepts and valuation
- Good written and verbal communication skills
- High attention to detail, willingness to learn, and discretion with confidential information
- Familiarity with Bloomberg/Reuters/financial databases is a plus, not mandatory

Key Skills to Develop On the Job

Skill Area

Financial Modeling

Basic Excel formulas

Advanced modeling, valuation

Market Research

Curiosity, reading habit

Independent sector/macro analysis

Reporting

Clear writing

Concise investment memos & decks

Documentation

Organizational skills

Compliance-ready record keeping

Communication

Comfortable presenting

Presenting to senior stakeholders To apply, please send your resume to [email protected] with the subject line "Junior Investment Analyst Application"

📌 Junior Investment Analyst (Mumbai)
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