Analyst Investments Investor Relations

Job description

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