Investment Analyst/Senior Analyst - Family Office

Position: Investment Analyst/ Sr Analyst (Large Family Office)

Role:

- Monitor and optimize the performance of existing investment portfolios.

- Assess and mitigate risks associated with market trends, regulatory changes, and financial volatility.

- Work closely with legal and compliance teams to ensure adherence to investment policies and regulations.

- Develop exit strategies for underperforming investments while maximizing overall returns.

- Identify and evaluate potential investment opportunities across equity, debt, and alternative assets.

- Conduct due diligence, financial modeling, and risk assessment for investment decisions.

- Structure, negotiate, and execute investment deals, ensuring alignment with regulatory requirements.

- Prepare and present investment reports and recommendations to senior management.

- Build and maintain strong relationships with investors, financial institutions, and industry partners.

- Conduct market research to stay updated on emerging investment trends and opportunities.

Requirements:

- Education: CA / CFA (Level 2 or above) / MBA (Finance) from a reputed institution.

- Experience: 3- 6 years in Investment Banking, Private Equity, or Equity Research.

- Strong knowledge of financial modeling, valuation techniques, and deal structuring.

- Experience in listed equities, private credit, large-scale transactions, corporate finance, investment banking, private equity, and venture capital.

- Experience with due diligence, corporate finance, and debt/equity funding.

- Proficiency in MS Excel, PowerPoint, and financial databases.

- Excellent analytical, communication, and presentation skills.

- Ability to work in a fast-paced environment and handle multiple transactions.

- Exposure to SEBI/BSE regulatory compliance.

Location: Hyderabad

This position is for a Client of Vertex Corporate Services which is a Large Family Office