Purpose of the Job:

- The Analyst - Equity & Debt will support the Family Office in managing and monitoring investments across public equities, PMS/AIFs, fixed income instruments, and related financial products. The role involves conducting investment research, tracking portfolio performance, evaluating opportunities, and supporting strategic decision-making to ensure wealth preservation and long-term value creation.

- The position requires strong analytical capabilities, financial acumen, and the ability to work closely with investment advisors, fund managers, and internal stakeholders.

Job Role and Key Responsibilities :

Investment Research & Portfolio Management :

- Conduct detailed research and analysis on public equities, debt instruments, PMS, mutual funds, AIFs, and other investment products.

- Track macroeconomic trends, market developments, sector performance, and investment opportunities across capital markets.

- Support formulation and implementation of investment strategies aligned with the family office's objectives and risk appetite.

- Monitor portfolio allocation across asset classes and provide recommendations for rebalancing where required.

- Analyze financial statements, valuation metrics, earnings trends, and market data to support investment decisions.

- Prepare investment notes, comparative analysis, and performance dashboards for review by senior leadership/principals.

Wealth Preservation & Risk Monitoring :

- Track portfolio performance against benchmarks and defined investment objectives.

- Monitor exposure, concentration risks, liquidity positions, and market volatility across investments.

- Assist in developing and maintaining investment governance and reporting processes.

- Ensure investment records, documentation, and compliance-related requirements are maintained accurately.

Stakeholder & Advisor Coordination :

- Coordinate with PMS managers, wealth advisors, banks, brokers, fund houses, and external consultants for investment-related activities.

- Support evaluation of new investment products, fund managers, and debt opportunities.

- Prepare periodic MIS, investment summaries, and market outlook presentations for principals and senior stakeholders.

- Maintain confidentiality and professionalism while handling sensitive financial information.

Skills & Knowledge Required Skills / Competencies required for this Role :

- Strong understanding of equity markets, debt instruments, and portfolio management concepts.

- Strong understanding of equity markets, debt instruments, and portfolio management concepts.

- Knowledge of PMS, mutual funds, AIFs, and investment products.

- Strong analytical and financial modeling skills.

- Proficiency in Excel, PowerPoint, and financial research tools/databases.

- Strong communication and presentation skills.

- High degree of integrity, confidentiality, and attention to detail.

- Ability to work in a dynamic, high-accountability environment.

Educational Qualification

- Graduate / Postgraduate from a Tier-1 institution in Finance, Economics, Commerce, or related disciplines.

- CFA (completed or Level 2).

Work Experience :

- 2-5 years of experience in Family Office, Wealth Management, Investment Research, PMS, Equity Research, or Financial Advisory roles.

- Experience in tracking and analyzing public equity and debt investments is essential.

Key Performance Indicators (KPIs) :

- Quality and timeliness of investment analysis and reporting.

- Portfolio tracking accuracy and monitoring effectiveness.

- Support in generating risk-adjusted investment outcomes.

- Effectiveness of coordination with external advisors and investment partners.

- Quality of insights provided for investment decision-making.