About the Role

We are seeking a highly analytical and detail-oriented Investment Analyst to support a family office's multi-asset investment portfolio. The ideal candidate will conduct investment research, evaluate opportunities across multiple asset classes, and develop actionable investment recommendations tailored to the needs of Ultra-High-Net-Worth Individuals (UHNIs) and family offices.

This role requires strong financial and analytical capabilities, sound investment judgment, and the ability to leverage AI tools to improve research efficiency and decision-making.

Key Responsibilities

1. Investment Research

• Research and evaluate investment opportunities across listed equities, fixed income and debt instruments, REITs, InvITs, and structured products.

2. Investment Recommendations

• Translate research findings and investment ideas into clear, concise investment memos with actionable recommendations.

3. Portfolio Monitoring

• Track existing portfolio holdings, assess investment performance, monitor risks, and identify key market developments and investment catalysts.

4. Multi-Asset Analysis

• Evaluate investment opportunities based on risk-return profiles, market conditions, valuation, and portfolio objectives.

5. AI-Enabled Research

• Effectively use AI tools to accelerate research, investment screening, data analysis, and drafting while applying independent judgment to validate findings and conclusions.

6. Market Intelligence

• Monitor relevant market trends, economic developments, and regulatory changes that may affect investment decisions.

7. Investment Support

• Assist in evaluating new opportunities and providing research-backed insights to support portfolio allocation and investment decisions.

Required Qualifications and Skills

• Mandatory Qualification: CA (Chartered Accountant) or equivalent qualification, along with CFA Level III candidacy or higher.
• Relevant Experience: 1–4 years of experience in buy-side research, family offices, wealth management, investment research, or related financial services roles is preferred.
• Strong analytical, financial modelling, research, and critical-thinking skills.
• Good understanding of investment products commonly used by UHNIs and family offices.
• Ability to evaluate investment opportunities across multiple asset classes and articulate the associated risks and potential returns.
• Proficiency in leveraging AI tools to enhance research workflows, screening, analysis, and documentation.
• Excellent written and verbal communication skills, with the ability to present complex investment ideas clearly and concisely.
• High ownership mindset, attention to detail, intellectual curiosity, and a strong sense of accountability.