Candidate Profile Qualifications
- MBA (Finance) from a reputable B-school
• CFA Level 2 cleared or in progress
Preferred Experience
• Listed equity research (Indian public markets)
• Deal evaluation or business profiling in an investment or advisory team
- Financial modelling and data collation for internal investment discussions
Key Attributes
- Trustworthy and discreet handling sensitive financial data
- Detail-oriented with strong follow-through
- Good communicator
- Independent, proactive, and able to manage multiple priorities What
We Offer
- Opportunity to work in a lean, professional, and long-term family office setup
- Diverse exposure to financial and investment operations
- Collaboration with experienced CIO and external advisors
• Competitive salary with performance-linked bonus
Key Responsibilities
Public Equity (Detailed KRAs)
- Maintain detailed trackers for core and watchlist stocks (updating quarterly financials, price movements, key ratios)
- Prepare concise earnings summaries and management commentary post results season (23 pager format)
- Track news flow, regulatory updates, and corporate actions across portfolio holdings and watchlist
- Create and update comparative valuation tables (PE, EV/EBITDA, ROCE, etc.) across sectors
• Build financial models for selected companies (revenue build-up, margin assumptions, etc.) as guided
- Assist in generating stock notes, one-pagers, or risk-reward frameworks for internal discussions
- Participate in and summarize key broker/analyst webinars and earnings calls
- Maintain an organized research archive of relevant reports, transcripts, and investor decks
- Support the CIO in preparing presentations and review packs for family principals or external advisors
Private Market / Deal Evaluation
- Create first-cut profiles of private companies under evaluation (business model, key metrics, competitors)
- Summarize deal decks, investor notes, or term sheets received from bankers or advisors
- Benchmark private company metrics with listed peers for valuation context
- Track pipeline of deal flow and maintain structured follow-up status logs
- Support documentation and diligence materials compilation (as guided by CIO)
Investment Process & Documentation
- Maintain clean digital folders with proper version control
- Update internal investment logs, notes, dashboards, and data tables • Ensure research outputs follow the house style and formatting consistency
- Prepare supporting material for CIO memos, family office review meetings, or internal audits
