Investment Analyst

Pluginlive; India; On-site; INR 1,800,000 - 2,400,000; Full time

Job summary

Pluginlive in New Delhi seeks an Executive Assistant to the CIO / Assistant Manager Family Office to manage investments, banking operations and governance for a USD 500M+ portfolio. This role requires strong domain knowledge of investments and finance, with experience in portfolio management, banking operations and regulatory compliance.

The candidate will coordinate with CIO, banks, trustees, lawyers and fund managers across multiple jurisdictions, handling MIS and documentation, and providing

Qualifications

• Graduate/Postgraduate in Finance, Commerce, Economics or related field.
• B.Com candidates with relevant finance/investment experience can be considered.
• CA/CFA/CS or equivalent professional qualification would be an advantage but is not mandatory.
• Strong understanding of financial products and investment concepts.
• Good understanding of portfolio performance, risk, liquidity and investment documentation.
• Familiarity with banking operations, treasury, KYC/AML and cross-border transactions.
• Strong Excel and MIS/reporting skills.
• Ability to understand and work through detailed financial, legal, tax and banking documentation.

Responsibilities

• Investment & portfolio support: assist across the lifecycle, evaluations, notes, documentation, execution, settlement and monitoring.
• Review term sheets, factsheets and offering documents.
• Prepare comparative analysis of returns, fees, liquidity, risk and tax considerations.
• Track portfolio performance against benchmarks.
• Coordinate subscriptions, redemptions and other investment transactions.
• Maintain transaction, approval and investment records.

Skills

Investments domain knowledge

Portfolio performance analysis

Financial documentation understanding

Excel and MIS reporting

KYC/AML familiarity

Education

Finance/Commerce/Economics related field

B.Com with relevant finance/investment experience

CA/CFA/CS or equivalent qualification

Tools

Excel

Job description

Executive Assistant to the CIO / Assistant Manager Family Office

Location: Connaught Place, New Delhi
Experience: 5–8 Years
Reporting To: Chief Investment Officer

About the Role

We are looking for an Executive Assistant to the CIO / Assistant Manager to support the Chief Investment Officer of a large family office managing a USD 500M+ diversified investment portfolio across equities, funds, structured products, real estate and alternative investments.

This is not a conventional Executive Assistant role. The position requires strong domain knowledge of investments, portfolio management, banking and financial operations, along with excellent coordination, analytical and documentation skills.

The candidate will work closely with the CIO, promoters, banks, trustees, lawyers, accountants, fund managers and other external advisors across multiple jurisdictions.

Key Responsibilities

1. Investment & Portfolio Support

• Support the CIO across the investment lifecycle, including evaluation, approval notes, documentation, execution, settlement and monitoring.
• Review term sheets, factsheets and offering documents.
• Prepare comparative analysis of investments covering returns, fees, liquidity, risk and tax considerations.
• Track portfolio performance against benchmarks.
• Coordinate subscriptions, redemptions and other investment transactions.
• Maintain transaction, approval and investment records.

2. Banking, Treasury & Cash Management

• Coordinate account opening, KYC/AML and ongoing banking requirements with global and Indian banks.
• Support cross-border payments, FX conversions, liquidity monitoring and bank reconciliations.
• Coordinate with banks and custodians on operational and documentation requirements.

3. Regulatory & Compliance Support

• Support transactions relating to FEMA, RBI and ODI requirements.
• Prepare factual briefs and documentation for legal and tax advisors.
• Coordinate regulatory filings and maintain records of approvals, opinions and ongoing obligations.

4. Family Office / Entity Management

• Support the administration of trusts, SPVs and operating companies across multiple jurisdictions.
• Maintain structure charts, corporate registers and compliance calendars.
• Track annual returns, filings and other regulatory requirements.

5. Legal, Real Estate & Project Coordination

• Prepare legal briefs, chronologies and issue trackers for cross-border matters.
• Coordinate with external advisors and track deliverables, fees and deadlines.
• Support cost accounting, budget tracking and approvals for real estate projects.

6. MIS, Reporting & CIO Support

• Maintain Excel-based MIS covering portfolio performance, banking, cash flow and entity-level reporting.
• Assist in exploring AI-enabled tools for reporting and document review.
• Prepare CIO/promoter-ready briefing notes, agendas, trackers and presentations.
• Maintain an organised and easily retrievable document repository.

Candidate Profile

Educational Qualification

• Graduate/Postgraduate in Finance, Commerce, Economics or a related field.
• B.Com candidates with relevant finance/investment experience can be considered.
• CA/CFA/CS or equivalent professional qualification would be an advantage but is not mandatory.

Key Skills & Domain Knowledge

• Strong understanding of financial products and investment concepts.
• Good understanding of portfolio performance, risk, liquidity and investment documentation.
• Familiarity with banking operations, treasury, KYC/AML and cross-border transactions.
• Working knowledge of FEMA/RBI-related requirements would be an advantage.
• Strong Excel and MIS/reporting skills.
• Ability to understand and work through detailed financial, legal, tax and banking documentation.
• Strong analytical, drafting and documentation skills.
• Excellent coordination and follow-up skills.

Ideal Candidate

The ideal candidate would be a finance-domain professional who can also perform executive coordination responsibilities. They should be comfortable working directly with a CIO and handling confidential financial information, while independently coordinating with multiple stakeholders across investments, banking, legal, tax and regulatory matters.