Job highlights

- Required Qualifications and Skills. .

About the Role We are seeking a highly analytical and detail-oriented Investment Analyst to support a family offices 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 (UHNIs) 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

1. Investment Research

- Research and evaluate investment opportunities across listed equities, fixed income and debt instruments, REITs, InvITs, and structured products.

2. Investment Recommendations

- Translate research findings and investment ideas into clear, concise investment memos with actionable recommendations.

3. Portfolio Monitoring

- Track existing portfolio holdings, assess investment performance, monitor risks, and identify key market developments and investment catalysts.

4. Multi-Asset Analysis

- Evaluate investment opportunities based on risk-return profiles, market conditions, valuation, and portfolio objectives.

5. 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.

6. Market Intelligence

- Monitor relevant market trends,



economic developments, and regulatory changes that may affect investment decisions.

7. Investment Support

- Assist in evaluating new opportunities and providing research-backed insights to support portfolio allocation and investment decisions.

Required Qualifications and Skills
- Mandatory Qualification: CA (Chartered Accountant) or equivalent qualification, along with CFA Level III candidacy or higher.
- Relevant Experience: 1-4 years of experience in buy-side research, family offices, wealth management, investment research, or related financial services roles is preferred.
- Strong analytical, financial modelling, 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 robust sense of accountability.

Cancel Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Investment Analyst (Ahmedabad)
🏢 myCPE
📍 Ahmedabad