Analyst – Investments

Aurrevia; Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

A financial services firm in Mumbai is seeking an Investments Analyst to support the investment team in financial research and analysis for a proposed AIF. The role involves evaluating economic trends, producing complex financial models, and working closely with management on investment strategies. The ideal candidate will have a bachelor's degree in finance, relevant certifications, and experience in the investment industry. This offers a full-time position with opportunities for professional growth.

Qualifications

• 2-3 years’ experience in Investment Industry.
• Strong proficiency in financial analysis and modeling.
• Thorough understanding of financial statements.

Responsibilities

• Evaluate economic and market trends and financial statements.
• Produce complex financial models for decision-making.
• Create intensive research-based reports and presentations.

Skills

Analytical skills

Mathematical skills

Research and writing skills

Presentation skills

Data collection and analysis

Education

Bachelor's degree in finance, management, investment banking, or accounting

CA, CFA or CS Degree

Job description

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We are seeking to hire an Investments Analyst to support the investment team in preparation for and subsequent to the launch of the proposed Category III AIF. The role will involve comprehensive financial research, analysis, and execution support across listed and select markets.

The Analyst will work closely with the Chief Investment Officer (CIO) on investment evaluation, portfolio monitoring, and strategy execution. The role will also involve supporting senior management of portfolio companies on financial analysis, business initiatives, and strategic projects, where relevant.

Responsibilities

• Evaluate economic and market trends, financial statements, earnings prospects, and other
• Assess multiple startups and analyze past investment decisions to generate key takeaways.
• Produce complex financial models for integration into the decision-making process.
• Conduct meetings with management, startup founders, and other third parties to gain a deeper understanding of investment opportunities and provide recommendations.
• Create intensive research-based reports and presentations for other team members and stakeholders.
• Recommend new methods, systems, procedures, or organizational changes to improve the
• Evaluate short-term and long-term projects addressing a range of issues and needs to determine their viability and potential impact on the investment strategy.
• Present recommendations through in-person presentations.
• Work closely with lawyers, accountants to make sure compliance of AIF and Trust.
• Possess strong analytical skills and the ability to communicate complex financial concepts effectively.

Requirements

• Bachelor's degree in finance, management, investment banking, or accounting from a reputable institution along with CA, CFA or CS Degree.
• 2-3 years’ experience in Investment Industry.
• Strong mathematical and numerical skills to conduct financial analysis and modeling.
• Proficiency in data collection and analysis to provide valuable insights for investment decisions.
• Excellent research and writing skills to produce complex financial reports and presentations.
• Confident presentation abilities to communicate findings and recommendations to stakeholders.
• Thorough understanding of financial statements and investment strategies to evaluate
• Prior knowledge of assisting a company with merger and acquisitions and joint ventures would be an added advantage.
• Ability to understand legal agreements.
• Ability to work collaboratively with other team members and stakeholders to achieve

If interested, Kindly share your resume on [e-mail]

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales