Paragon Partners - Analyst - Investment

Background: Paragon Partners is a seven year old investment firm. The firm recently launched Paragon Public, a fund focused on a private equity approach to public markets.

The role offers an opportunity to work on investments in public markets. An analyst would be given the responsibility to drive analysis of an investment opportunity.

The Opportunity:

1. Professional. Be part of a fund backed by strong investors and led by experienced investment professionals

2. Flat organization structure. Informal environment and continuous exchange of ideas with like-minded people creating a learning environment conducive for personal growth.

3. Entrepreneurial. Ability to make an impact on the portfolio and contribute to the overall investing outcome right from Day 1.

4. Process Driven. Every investment decision is based on previously debated and documented investment thesis while preserving flexibility.

5. Meritocracy. A remuneration structure that will be closely linked to the firm's investment outcomes and your individual effort in that outcome.

Responsibilities:

1. Evaluate investment opportunities:

- Screen a set of public companies to analyze based on qualitative and quantitative filters, industry theses and inputs from the team

- Evaluate shortlisted opportunities through primary and secondary research, interactions with the founders and industry experts, analyzing financial and operating metrics and presenting the investment thesis to the Investment Committee

2. Industry research: Develop domain expertise on specific sectors / technologies and present findings / investment opportunities to the rest of the team

3. Co-author "white papers": You will work with the team to co-author thought pieces

What We Seek:

Paragon is looking to bring on a naturally curious analyst with excellent research and analysis skills, be intellectually honest and be able to articulate and defend his/her investment thesis.

1. Self-motivated individuals who can work with minimal supervision.

2. A growth mindset that looks at new challenges as an opportunity. Ability to think using first principles and filter signal from the noise.

3. Independent thinker who is able to challenge ideas through proper primary research

4. Adept at dealing with unstructured situations and comfortable with a job description that is not tightly defined.

5. A candidate who gets along with teams and contributes to making the whole greater than sum of parts.

Position Description - Mumbai

1. Assist the PM in analyzing bottom-up investment opportunities. Looking for 1-2 years of investment experience.

2. Use understanding of excel to build business models. Ability to think using first principles and filter signal from the noise critical.

3. Low churn and long investment horizons are the cornerstones of strategy. Ability to align investment thought process to absolute returns.

4. Proficiency in using multiple data sources to collate and analyze fundamental information in a succinct, coherent way.

If interested, apply with your CV along with an investment thesis for an idea that you think will generate absolute returns over three years with a clear investment recommendation. We expect a written memo in attached word format (not PPT) and the memo size should be limited to 3 - 4 pages (including any annexures).