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
Robust academic grounding in finance/economics

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

Core Skills
Proficiency in Excel and PowerPoint
Robust 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