Job Description: 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 qualified (0–2 years' experience) to build a strong 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 co

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