Investment Associate/ Senior Associate

Positive Moves; Gurugram District; On-site; INR 4,000,000 - 9,000,000; Full time

Job summary

Positive Moves is seeking an experienced investment professional to lead research across global markets and support treasury portfolio management. The role focuses on identifying opportunities in fixed income, private equity investments, and long-term capital allocation.

The candidate will analyze market trends, prepare investment notes, and develop dashboards for senior partners. Strong communication skills and stakeholder engagement are essential for success in this role.

Qualifications

• Strong research and financial analysis skills.
• Ability to synthesize information into actionable recommendations.
• Excellent presentation and communication abilities.

Responsibilities

• Investment Research & Analysis across global markets.
• Treasury Portfolio Management for global fixed income instruments.
• Monitor market trends and macro developments for investment opportunities.
• Manage Private Equity portfolio with valuations and documentation.
• Develop and maintain investment trackers and dashboards for Managing Partners.
• Ensure timely execution of investment transactions and maintain records.
• Engage with banks, wealth managers, and financial institutions for sourcing ideas.
• Prepare investment notes and presentations to support decisions.

Skills

Investment research

Treasury portfolio

Investment strategy

Private equity

Portfolio monitoring

Investment operations

Stakeholder engagement

Strategic decision support

Job description

Role & responsibilities:

• Investment Research & Analysis: Conduct research across global markets to identify and evaluate investment opportunities aligned with the firm's treasury and investment objectives.
• Treasury Portfolio Management: Support the management of the firm's global treasury portfolio across fixed income instruments, ensuring optimal allocation and performance.
• Investment Strategy: Monitor market trends, macroeconomic developments, and interest rate movements to identify investment, reinvestment, and exit opportunities.
• Private Equity Portfolio Management: Manage the firm's private equity investment portfolio by tracking valuations, maintaining investment documentation, and engaging with portfolio companies for regular business updates.
• Portfolio Monitoring & Reporting: Develop and maintain comprehensive investment trackers, monitor portfolio performance, and prepare periodic reports and dashboards for the Managing Partners.
• Investment operations & Governance: Ensure timely execution of investment transactions, maintain investment records, and oversee compliance, documentation, and administrative processes across jurisdictions.
• Stakeholder Engagement: Build and manage relationships with banks, wealth managers, registered investment advisors, and other financial institutions to source investment ideas and market intelligence.
• Strategic Decision Support: Prepare investment notes, financial analyses, and presentations to support strategic investment decisions and long-term capital allocation.

Preferred candidate profile

• 25 years of experience in treasury, investments, corporate finance, wealth management, investment research, or related financial roles.
• Strong understanding of fixed income products, capital markets, and investment principles.
• Excellent research, financial analysis, and presentation skills with the ability to synthesize information into actionable recommendations.
• Exceptional attention to detail with strong organizational and project management skills.Ability to manage multiple priorities while maintaining confidentiality and accuracy.
• Strong written and verbal communication skills, with the confidence to interact with senior stakeholders, financial institutions, and external advisors.
• High levels of ownership, integrity, commercial acumen, and intellectual curiosity.
• Experience with financial databases or investment tracking tools would be an advantage.