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Job details:
*Investment Analyst – Family Office*
- Location:* Chennai, Adyar | *Type:* Full-Time
- Experience:* 2–3 years | *Reports To:* Principal / Family Office Director
- CTC:* Rs.1,00,000 to Rs.1,25,000
*About the Role*
We are setting up a family office to manage a diversified portfolio across public markets, private equity, real estate, and alternatives. Seeking a motivated Investment Analyst to support investment evaluation, portfolio reporting, and coordination with external managers and advisors.
*Key Responsibilities*
- *Portfolio Support*: Track performance across asset classes, assist in asset allocation reviews, and prepare dashboards/reports for the Principal.
- *Research & Due Diligence*: Analyze markets, sectors, funds, and investment products. Support due diligence for new investments in funds, startups, and real estate.
- *Liaison & Coordination*: Act as point of contact with wealth managers, private banks, fund managers. Handle documentation, KYC, onboarding, and ongoing communication.
- *Operations*: Maintain investment records, mandates, compliance docs. Monitor cash flows, capital calls, distributions. Assist tax/audit prep with accountants.
*Qualifications & Skills*
- Bachelor’s in Finance/Economics/Business. CFA L1/L2 or MBA Finance preferred.
- 2–3 years in investment research, private banking, wealth or asset management.
- Strong knowledge of equities, mutual funds, AIFs, PMS, debt, private equity.
- Excellent Excel, PowerPoint, and proficiency in Bloomberg, CapitalIQ, or similar tools.
- Detail-oriented, trustworthy, handles confidential data with discretion.
Work Location: Adyar
Immediate joiners are preferred.
For more details contact us at 9176033506/9791033506.
Skills: family,family office,real estate,office,wealth,investment,finance,due diligence,private equity,research
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