Investment Analyst (IN) Work From Office

Mycpe One Llc; Ahmedabad District; Sur place; INR 700 000 - 1 200 000; Plein temps

Résumé du poste

Mycpe One Llc in Ahmedabad, India is seeking an Investment Analyst to support a multi-asset portfolio for UHNWIs and family offices. The role involves rigorous research across equities, fixed income, REITs/InvITs, and structured products, and translating findings into concise memos with actionable recommendations.

You will leverage AI tools to accelerate research while maintaining independent judgment and presenting clear risk/return assessments.

Qualifications

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

Responsabilités

• Investment Research: Research and evaluate opportunities across listed equities, fixed income and debt instruments, REITs, InvITs, and structured products.
• Investment Recommendations: Translate findings into clear investment memos with actionable recommendations and monitor portfolio performance.
• Multi-Asset Analysis: Evaluate opportunities based on risk-return, market conditions, valuation, and portfolio objectives.
• AI-Enabled Research: Use AI tools to accelerate screening, data analysis, and drafting while applying independent judgment.
• Investment Support: Provide research-backed insights to support portfolio allocation and decisions.

Connaissances

Analytical skills

Financial modelling

Research

Communication skills

Ownership mindset

Attention to detail

Formation

CA (Chartered Accountant) or equivalent

CFA Level III candidacy

Outils

AI tools

Description du poste

Investment Analyst (IN) Work From Office

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 (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.
• 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.
• 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 strong sense of accountability.