Analyst

𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

𝗦𝗮𝗹𝗮𝗿𝘆 𝗿𝗮𝗻𝗴𝗲: 𝗥𝘀 𝟮𝟱𝟬𝟬𝟬𝟬𝟬 - 𝗥𝘀 𝟰𝟱𝟬𝟬𝟬𝟬𝟬 (𝗶𝗲 𝗜𝗡𝗥 𝟮𝟱-𝟰𝟱 𝗟𝗣𝗔)

Experience: 3+ yrs

Location: Coimbatore, Tamil Nadu, India

Job Type: Full-time

We are looking for an experienced and commercially astute Investment Officer to manage investment strategy, portfolio management, and wealth-related activities for a family office.

The role will work closely with key family members and will involve evaluating investment opportunities, developing research-backed investment strategies, optimising asset allocation, and monitoring portfolio performance. The ideal candidate will have strong knowledge across equities, debt, alternative investments, taxation, and financial markets , along with the ability to make well-informed investment decisions focused on long-term capital growth.

Requirements

KEY RESPONSIBILITIES

• Lead investment strategy development and portfolio management activities for the family office.
• Develop and execute research-backed investment plans aligned with long-term capital growth objectives.
• Evaluate and optimise asset allocation across equities, debt, and alternative investments.
• Conduct detailed research on financial markets, companies, securities, funds, and investment opportunities.
• Monitor economic trends, market movements, interest rates, macroeconomic developments, and emerging investment themes.
• Identify and evaluate new investment opportunities across relevant asset classes.
• Analyse portfolio performance, risk exposure, returns, liquidity, and diversification.
• Review and recommend suitable equity and equity-related products, debt instruments, and alternative investments .
• Evaluate investment opportunities through financial analysis, commercial assessment, and structured due diligence.
• Oversee investment performance tracking and prepare periodic portfolio and investment reports.
• Monitor portfolio allocation and recommend rebalancing strategies where required.
• Develop a strong understanding of taxation implications across different asset classes and investment structures.
• Ensure investment and commercial transactions consider applicable tax, statutory, regulatory, and legal requirements .
• Manage relationships with financial advisors, wealth managers, banks, brokers, fund managers, and other financial institutions.
• Coordinate with external advisors and professionals to evaluate investment structures, transactions, and risks.
• Review financial reports, investment statements, transaction documentation, and supporting records.
• Maintain accurate records of investments, transactions, portfolio performance, and investment decisions.
• Present investment recommendations, market insights, portfolio updates, and performance analysis to key family members.
• Support strategic financial planning and long-term wealth creation initiatives.
• Maintain high standards of confidentiality, governance, documentation, and fiduciary responsibility.

WHAT MAKES YOU A GREAT FIT

• 3+ years of relevant experience in investment management, portfolio management, wealth management, family office, private banking, investment advisory, or a related field.
• Strong understanding of investment strategy, portfolio management, and asset allocation .
• Hands-on knowledge of equities, equity-related products, debt instruments, and alternative investments .
• Strong financial and investment research capabilities with the ability to evaluate companies, markets, products, and investment opportunities.
• Good understanding of macroeconomic indicators, financial markets, market cycles, and investment risks.
• Strong knowledge of taxation across different asset classes and investment structures .
• Experience conducting investment due diligence and evaluating financial and commercial risks.
• Strong understanding of portfolio performance measurement, risk management, diversification, and rebalancing.
• Experience working with financial advisors, wealth managers, banks, brokers, fund managers, and financial institutions .
• Strong financial analysis and quantitative skills with excellent attention to detail.
• Ability to independently evaluate investment opportunities and present clear, well-supported recommendations.
• Strong commercial judgement and understanding of the implications of tax, statutory, regulatory, and legal requirements on transactions.
• Excellent communication and stakeholder-management skills, particularly when working with senior family members and external advisors.
• High level of integrity, discretion, confidentiality, and professional judgement.
• Strong ownership mindset with the ability to manage multiple investments, transactions, and priorities simultaneously.
• Ability to operate in a fast-paced, high-trust environment where investment decisions require careful analysis and sound judgement.
• A degree in Finance, Economics, Commerce, Business Administration, or a related discipline is preferred; relevant professional qualifications will be an advantage.