Research Analyst

• Opportunity to work with one of India's largest family office


• Work directly with the CIO as a -1

About Our Client

The employer is a large-sized entity operating within the financial services sector, specifically focusing on capital market investments. They are known for providing tailored investment solutions and maintaining a professional yet focused approach to wealth management.

Job Description

Investment Research & Analysis

• Conduct in-depth fundamental research on public and private investment opportunities across asset classes.


• Analyze financial statements, business models, industry dynamics, and competitive positioning.


• Build and maintain financial models, valuation frameworks, and investment theses.


• Track and monitor portfolio investments, generating periodic performance reports and insights.

Market Intelligence

• Stay updated on macroeconomic trends, market developments, and regulatory changes.


• Prepare market summaries, thematic research notes, and investment briefs for senior stakeholders.


• Identify emerging investment themes and opportunities aligned with the family's investment strategy.

Portfolio Support

• Assist in asset allocation analysis and portfolio construction.


• Monitor risk exposures, liquidity, and diversification metrics across the portfolio.


• Support due diligence processes for new investments, including documentation review and data analysis.

Private Investments & Alternatives

• Participate in due diligence for private equity, venture capital, real estate, and hedge fund investments.


• Evaluate deal structures, GP track records, and fund strategies.


• Coordinate with external advisors, fund managers, and consultants.

Reporting & Communication

• Prepare clear and concise investment memos, presentations, and dashboards for internal review.


• Support family principals and investment committee with data-driven insights.


• Maintain research databases, deal tracking systems, and documentation repositories.

The Successful Applicant

A successful Research Analyst - Family Office should have:

• A strong academic background in finance, economics, or related fields. CA or CFA is a must!


• Proven experience in financial analysis, market research, or investment management.


• Expertise in creating and interpreting financial models and data analytics.


• Sound knowledge of the capital markets, venture capital and private equity sectors.


• Proficiency in using financial tools and software. Including AI tools.


• Excellent written and verbal communication skills for report preparation and stakeholder interactions.


• A keen eye for detail and a proactive approach to problem-solving.

What's on Offer

• Competitive salary within the range


• Opportunities to work in a niche area of financial services, specifically venture capital and private equity.


• A professional work environment with a focus on career development and growth.


• Comprehensive holiday leave and other benefits as per company policy.

This is an excellent opportunity for a driven individual to excel as a Research Analyst - Family Office in the financial services industry. We encourage you to apply and take the next step in your career journey.

Quote job ref: JN-062026-7040060