About the Role

We are seeking a highly analytical and detail-oriented Investment Analyst to support a family office's multi-asset investment portfolio. The ideal candidate will conduct investment research, evaluate opportunities across multiple asset classes, and develop actionable investment recommendations tailored to the needs of Ultra-High-Net-Worth Individuals (UHNI) and family offices.

This role requires strong financial and analytical capabilities, sound investment judgment, and the ability to leverage AI tools to improve research efficiency and decision-making.

Key Responsibilities

- Investment Research: Research and evaluate investment opportunities across listed equities, fixed income and debt instruments, REITs, InvITs, and structured products.
- Investment Recommendations: Translate research findings and investment ideas into transparent, concise investment memos with actionable recommendations.
- Portfolio Monitoring: Track existing portfolio holdings, assess investment performance, monitor risks, and identify key market developments and investment catalysts.
- Multi-Asset Analysis: Evaluate investment opportunities based on risk-return profiles, market conditions, valuation, and portfolio objectives.
- AI-Enabled Research: Effectively use AI tools to accelerate research, investment screening, data analysis,



and drafting while applying independent judgment to validate findings and conclusions.
- Market Intelligence: Monitor relevant market trends, economic developments, and regulatory changes that may affect investment decisions.
- Investment Support: Assist in evaluating new opportunities and providing research-backed insights to support portfolio allocation and investment decisions.

Required Qualifications

- CA (Chartered Accountant) or equivalent qualification, along with CFA Level III candidacy or higher — mandatory.
- 1–4 years of relevant experience in buy-side research, family offices, wealth management, investment research, or related financial services roles is preferred.
- Strong analytical, financial modeling, research, and critical-thinking skills.
- Good understanding of investment products commonly used by UHNIs and family offices.
- Ability to evaluate investment opportunities across multiple asset classes and articulate the associated risks and potential returns.
- Proficiency in leveraging AI tools to enhance research workflows, screening, analysis, and documentation.
- Excellent written and verbal communication skills, with the ability to present complex investment ideas clearly and concisely.
- High ownership mindset, attention to detail, intellectual curiosity, and a strong sense of accountability.

📌 Investment Analyst (Ahmedabad)
🏢 MYCPE ONE
📍 Ahmedabad