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

Mumbai

P4 Capital - Investment Associate 

Job Description for P4 Capital - Investment Associate  in P4 Capital in  Mumbai for (0-4) years of experience. Apply Now!