Organization: Family Office-led NBFC / Principal Investment Desk

Location: New Marine Lines, Mumbai

Reports To: Head of Investments / Director

Employment Type: Full-Time

Function: Core Investments Buy-Side Portfolio Management & Research

About the Role

We are seeking a sharp, analytically rigorous Investment Analyst/Associate to join the Core Investments team of our Family Office-led NBFC on the buy side. This role sits at the heart of our principal investing activity sourcing, evaluating, structuring, and monitoring investments across a diverse set of instruments and asset classes, primarily within India, with scope to extend to select global opportunities. The ideal candidate combines strong fundamental and quantitative analysis with fluency in AI-enabled research tools, and can translate complex, multi-asset investment data into transparent recommendations for the Investment Committee and family principals.

Key Responsibilities

1. Investment Research & Due Diligence
- Originate, screen, and evaluate investment opportunities across public and private markets equities,



fixed income/credit, alternative investments, and structured products
- Conduct fundamental research, financial modeling, and valuation analysis (DCF, comparables, precedent transactions) across sectors
- Lead/support due diligence on private deals — management assessment, business model evaluation, legal/financial document review, and risk flagging
- Build and maintain investment theses, scenario analyses, and sensitivity models for existing and prospective holdings

2. Portfolio Management & Monitoring
- Track performance of the existing portfolio across asset classes; monitor covenant compliance, credit events, and corporate actions
- Maintain a live portfolio dashboard (Power BI/Tableau or equivalent) covering exposure, concentration, liquidity, and risk-adjusted returns
- Recommend rebalancing, entry/exit, and hedging strategies based on macro, sector, and instrument-level developments
- Prepa

📌 Core Investment Analyst (Mumbai)
🏢 Chokhani Pharma Vet
📍 Mumbai