Business Analyst
Phoenix · Mumbai
Analyst – Investments & Investor Relations
Location: Lower Parel, Mumbai
Experience: 2–4 years
Overview
We are looking to onboard a high-potential Analyst to work closely across two strategic functions: Investor Relations and multi-asset investing within a family office for a listed company.
This role is designed for individuals with strong analytical foundations, intellectual curiosity, and a disciplined approach to execution. The position offers direct exposure to institutional-grade investor communication, diverse asset classes and capital allocation decisions.
Key Responsibilities
Investor Relations – Listed Company
- - Prepare investor communication: quarterly updates, press releases, presentations, transcripts, filings
- - Coordinate investor meetings, conferences, and roadshows
- - Review analyst reports, track consensus estimates, maintain databases
- - Prepare shareholding analysis and track investor behavior
- - Develop MIS reports for senior management
- - Support corporate presentations and financial templates
- - Assist in Annual Report preparation
Investment Analysis – Family Office
- - Evaluate and track investment opportunities across listed and private equity, high-yield credit, real assets, and real estate
- - Conduct financial analysis, due diligence, and risk assessment
- - Develop investment notes, internal memos, and portfolio tracking frameworks
- - Monitor portfolio performance and generate actionable insights
- - Track macro trends, sectors, and emerging opportunities
- - Maintain structured investment databases
Candidate Profile
Background
- - MBA (Finance) / CFA preferred
- - Strong academic grounding in finance/economics
Experience
- 2–4 years in IR, investment research, corporate finance or consulting.
Core Skills
- - Proficiency in Excel and PowerPoint
- - Strong analytical and financial modeling skills
- - Ability to present structured insights
Communication
- Excellent written and verbal communication skills
Technology & AI
- Familiarity with AI/LLM tools for productivity
Personal Attributes
- - Strong self-motivation and discipline
- - Intellectual curiosity
- - Attention to detail and structured thinking
- - Ability to perform in a high-performance environment
The Opportunity
- - Exposure to multi-asset investing
- - Work on investor relations of a listed company
- - Engage with senior leadership