Senior Hiring | Investment Analyst | Kolkata
A promoter-led investment office is looking to engage an experienced Investment Analyst to support its investment evaluation, portfolio monitoring and strategic investment initiatives.
This is a high-trust, analytical role involving direct exposure to senior stakeholders and a broad range of investment opportunities across financial and alternative asset classes.
Key Responsibilities
• Evaluate investment opportunities through financial analysis, valuation, due diligence and risk assessment.
• Conduct research across equity, debt, NBFCs, mutual funds, AIFs, private/unlisted investments and other financial instruments.
• Monitor portfolio performance, market developments, sector trends and emerging opportunities.
• Develop investment notes, financial models, portfolio reviews and management presentations.
• Support senior stakeholders in assessing investment opportunities, downside risks, returns and strategic considerations.
• Liaise with fund managers, NBFCs, financial institutions,



investment advisors and other market participants.

Ideal Profile
• 10+ years of relevant experience in Investment Analysis, Investment Management, Family Office, NBFC, Investment Banking, Portfolio Management, Wealth Management or a closely aligned investment role.
• Mandatory: Significant exposure to the NBFC / Financial Services sector or a comparable investment-focused workplace.
• CA / CFA would be an added advantage.
• Strong command over financial modelling, valuation, investment research and portfolio analysis.
• Demonstrated ability to independently assess opportunities and articulate investment insights to senior / promoter-level stakeholders.
• High level of discretion, commercial acumen and maturity in handling confidential investment information.

Location: Kolkata – Taratala
Experience: 10+ Years
Mandate: Confidential / Promoter-led Investment Office

📌 Investment Analyst (Kolkata)
🏢 SHYAM METALICS AND ENERGY
📍 Kolkata