P4 Capital - Investment Associate

About the Family Office:

We are a reputed Mumbai-based family office managing a diversified portfolio across listed and unlisted equities. Our investment approach is long-term, value-driven, and deeply rooted in fundamental research. We partner with passionate entrepreneurs and invest in scalable businesses with strong governance. The family office operates with a small, high-caliber team that values intellectual rigor, independence, and integrity.

Job Details:

Job Title: Investment Associate

Location: Mumbai

Experience: 0 to 4 Years

Type: Full-time

Reporting To: Chief Investment Officer

Education: BAF / CA / CFA / MBA (Finance)

Key Responsibilities:

- Conduct detailed fundamental research on companies across sectors (both listed and private)

- Conduct deep dives into industries and markets to identify emerging trends and opportunities

- Assess competitive positioning, build investment thesis, identify key drivers of value, key risks, and business model sustainability

- Analyze company financials and key metrics to support investment recommendations

- Build and maintain detailed financial models for target and portfolio companies

- Perform valuation using DCF, relative valuation, and other relevant methodologies

- Prepare high-quality investment memos and presentations (Word & PowerPoint) for the Investment Committee

- Summarize complex data and research into clear, concise, and actionable insights

- Monitor portfolio companies and sectoral developments

Candidate Profile:

- 0 to 4 years of relevant experience in equity research, investment banking, or corporate finance

- Proven experience in building financial models independently (test may be part of the selection process)

- Strong understanding of financial statements, accounting, valuation, and corporate finance principles

- Excellent command over MS Excel, PowerPoint, and Word (advanced Excel skills preferred)

- Strong written and verbal communication skills

- Highly analytical, detail-oriented, and intellectually curious

- Self-starter with the ability to work independently in a lean team

- Passion for investing and long-term wealth creation

Education Qualifications (Any One or More):

- Bachelor of Accounting & Finance (BAF)

- Chartered Accountant (CA)

- Chartered Financial Analyst (CFA) Level II/III preferred

- MBA in Finance from a reputed institute

What We Offer:

- Opportunity to work closely with a senior investment team in a meritocratic and intellectually stimulating environment

- Exposure to both public and private markets across sectors and business models

- A long-term learning curve and the ability to participate in high-impact investment decisions