Role & responsibilities:
- Investment Research & Analysis: Conduct research across global markets to identify and evaluate investment opportunities aligned with the firm's treasury and investment objectives.
- Treasury Portfolio Management: Support the management of the firm's global treasury portfolio across fixed income instruments, ensuring optimal allocation and performance.
- Investment Strategy: Monitor market trends, macroeconomic developments, and interest rate movements to identify investment, reinvestment, and exit opportunities.
- Private Equity Portfolio Management: Manage the firm's private equity investment portfolio by tracking valuations, maintaining investment documentation, and engaging with portfolio companies for regular business updates.
- Portfolio Monitoring & Reporting: Develop and maintain comprehensive investment trackers, monitor portfolio performance, and prepare periodic reports and dashboards for the Managing Partners.
- Investment operations & Governance: Ensure timely execution of investment transactions, maintain investment records,



and oversee compliance, documentation, and administrative processes across jurisdictions.
- Stakeholder Engagement: Build and manage relationships with banks, wealth managers, registered investment advisors, and other financial institutions to source investment ideas and market intelligence.
- Strategic Decision Support: Prepare investment notes, financial analyses, and presentations to support strategic investment decisions and long-term capital allocation.

Preferred candidate profile
- 25 years of experience in treasury, investments, corporate finance, wealth management, investment research, or related financial roles.
- Robust understanding of fixed income products, capital markets, and investment principles.
- Excellent research, financial analysis, and presentation skills with the ability to synthesize information into actionable recommendations.
- Exceptional attention to detail with strong organiz

📌 Investment Associate/ Senior Associate (Gurugram)
🏢 Positive Moves
📍 Gurugram