Investment Analyst

Location: Bangalore  

Type: Full-time; work from office

About Us:  

Mirabilis Investment Trust is the direct investing vehicle of the Family office of Mr. K Dinesh (co-founder of Infosys). The team invests in high quality Indian public and private companies, with strong emphasis on governance, return on capital and growth.

Responsibilities:

• Support monitoring and review of the family office portfolio across debt, public market and alternative investment strategies, including performance evaluation, risk assessment and portfolio analytics.
• Assist in evaluating investment opportunities across mutual funds, PMS, AIFs, private credit and other investment products through quantitative and qualitative analysis.
• Conduct fund manager research, participate in periodic manager interactions and develop independent views on investment strategies, portfolio positioning and performance drivers.
• Track and analyse macroeconomic developments, market trends, valuation indicators and sector dynamics to support investment decision-making.
• Undertake investment landscaping exercises across asset classes, fund categories and alternative investment opportunities to identify suitable investment options.
• Assist in evaluation of new investment opportunities, including preparation of investment notes, investment committee presentations and supporting analysis.
• Monitor existing alternative investment exposures, including performance tracking, liquidity management, portfolio developments and manager engagement.
• Maintain investment databases, trackers and analytical frameworks to support portfolio monitoring and investment research.
• Participate in industry conferences, webinars and meetings with investment managers, and share relevant insights with the investment team.
• Assist with investment execution, documentation and coordination with internal and external stakeholders where required.

Qualifications:

• MBA, CA, or Postgraduate degree in Finance, Economics, Commerce, Management or related disciplines.
• 1–3 years of relevant experience in investment management, wealth management, mutual funds, investment advisory, family offices, asset management firms, PMS/AIF platforms, or other investment-focused organizations.
• Experience in fund research, product evaluation, portfolio analytics, investment research, manager selection, or asset allocation would be preferred.
• Pursuing or completion of the CFA Program would be an advantage.
• Strong analytical and quantitative skills, with the ability to interpret financial and investment data.
• Proficiency in Excel and PowerPoint, with strong presentation and communication skills.
• Keen interest in financial markets, investment products, portfolio construction, and long-term investing.

What We Offer:

• Career Growth: Opportunities for professional development and career advancement.
• Work Environment: A supportive and inclusive work environment that values diversity and innovation.
• Competitive Compensation: Attractive salary package and benefits.
• Study as you work: Financial support for higher education (CFA) on the job.

• Interested candidates are requested to apply by filling out the https://forms.gle/PRJ2SuKo7DUafCXL9. Only the filled forms will be considered for further processing. Only applications submitted through the completed form will be considered for further processing.