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Experience: 3+ yrs

Location: Coimbatore, Tamil Nadu, India

Job Type: Full time

We are looking for an experienced and commercially astute Investment Officer to manage investment strategy, portfolio management, and wealth-related activities for a family office.

The role will work closely with key family members and will involve evaluating investment opportunities, developing research-backed investment strategies, optimising asset allocation, and monitoring portfolio performance. The ideal candidate will have strong knowledge across equities, debt, alternative investments, taxation, and financial markets, along with the ability to make well-informed investment decisions focused on long-term capital growth.

Requirements

KEY RESPONSIBILITIES
- Lead investment strategy development and portfolio management activities for the family office.
- Develop and execute research-backed investment plans aligned with long-term capital growth objectives.




- Evaluate and optimise asset allocation across equities, debt, and alternative investments.
- Conduct detailed research on financial markets, companies, securities, funds, and investment opportunities.
- Monitor economic trends, market movements, interest rates, macroeconomic developments, and emerging investment themes.
- Identify and evaluate new investment opportunities across relevant asset classes.
- Analyse portfolio performance, risk exposure, returns, liquidity, and diversification.
- Review and recommend suitable equity and equity-related products, debt instruments, and alternative investments.
- Evaluate investment opportunities through financial analysis, commercial assessment, and structured due diligence.
- Oversee investment performance tracking and prepare periodic portfolio and investment reports.
- Monitor portfolio allocation and recommend rebalancing strategies where required.
- Develop a strong understand

📌 Analyst (Coimbatore)
🏢 Weekday AI
📍 Coimbatore