Analyst – Investments & Investor Relations

Location: Lower Parel, Mumbai
Experience: 2–4 years

Overview
We are looking to onboard a high-potential Analyst to work closely across two strategic functions: Investor Relations and multi-asset investing within a family office for a listed company.

This role is designed for individuals with solid analytical foundations, intellectual curiosity, and a disciplined approach to execution. The position offers direct exposure to institutional-grade investor communication, diverse asset classes and capital allocation decisions.

Key Responsibilities
Investor Relations – Listed Company
- Prepare investor communication: quarterly updates, press releases, presentations, transcripts, filings
- Coordinate investor meetings, conferences, and roadshows
- Review analyst reports, track consensus estimates, maintain databases
- Prepare shareholding analysis and track investor behavior
- Develop MIS reports for senior management
- Support corporate presentations and financial templates
- Assist in Annual Report preparation





Investment Analysis – Family Office
- Evaluate and track investment opportunities across listed and private equity, high-yield credit, real assets, and real estate
- Conduct financial analysis, due diligence, and risk assessment
- Develop investment notes, internal memos, and portfolio tracking frameworks
- Monitor portfolio performance and generate actionable insights
- Track macro trends, sectors, and emerging opportunities
- Maintain structured investment databases

Candidate Profile

Background
- MBA (Finance) / CFA preferred
- Strong academic grounding in finance/economics

Experience
- 2–4 years in IR, investment research, corporate finance or consulting.

Core Skills
- Proficiency in Excel and PowerPoint
- Strong analytical and financial modeling skills
- Ability to present structured insights

Communication
- Excellent written and verbal communication skills

Technology & AI
- Familiarity with AI/LLM tools for

📌 Business Analyst (Mumbai)
🏢 Phoenix
📍 Mumbai