Analyst Investments Investor Relations

Phoenix Mills; Mumbai; On-site; INR 1,200,000 - 1,900,000; Full time

Job summary

Phoenix Mills is seeking a detail-oriented Analyst Investments & Investor Relations in Mumbai. The role blends Investor Relations for a listed company with Investment Analysis for a family office, offering exposure to multiple asset classes and capital-allocation decisions.

You will prepare investor communications, coordinate meetings, and support senior management with financial templates and annual reporting.

Qualifications

• MBA (Finance) or CFA preferred.
• 2–4 years in IR, investment research, corporate finance or consulting.
• Strong grounding in finance/economics and data-driven analysis.

Responsibilities

• Prepare investor communications: quarterly updates, presentations, transcripts, filings.
• Coordinate investor meetings, conferences, and roadshows.
• Review analyst reports, track consensus estimates, maintain databases.
• Prepare shareholding analyses and track investor behavior.
• Develop MIS reports for senior management and corporate presentations.
• Assist in Annual Report preparation.
• Evaluate and track 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 and portfolio tracking frameworks.
• Monitor portfolio performance and extract actionable insights.

Skills

Excel

PowerPoint

Financial modeling

Analytical thinking

Education

MBA (Finance) / CFA preferred

Job description

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 strong 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
• - Strong academic grounding in finance/economics

Experience

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

Core Skills

• - Proficiency in Excel and PowerPoint
• - Strong 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 productivity

Personal Attributes

• - Strong self-motivation and discipline
• - Intellectual curiosity
• - Attention to detail and structured thinking
• - Ability to perform in a high-performance environment

The Opportunity

• - Exposure to multi-asset investing
• - Work on investor relations of a listed company
• - Engage with senior leadership