Investment Analyst

Job Description

Investment Analyst & Portfolio Manager . This is a unique opportunity to contribute to both the in-depth research and strategic decision-making processes within our investment function. The ideal candidate will possess a strong foundation in financial analysis, a keen understanding of investment principles, and the ability to translate research insights into actionable portfolio recommendations. Location: [Gurugram, Haryana, India] Responsibilities: Investment Analysis: Conduct in-depth fundamental research and analysis on companies, industries, and macroeconomic factors to identify potential investment opportunities across various asset classes (e.g., equities, fixed income, alternatives). Build and maintain sophisticated financial models, including forecasting, valuation (DCF, multiples, etc.), and sensitivity analysis. Analyze financial statements, key performance indicators (KPIs), and industry trends to assess investment merits and risks. Monitor market developments, economic indicators, and regulatory changes to identify potential impacts on investment portfolios. Prepare detailed investment research reports, presentations, and recommendations for portfolio managers and investment committees. Evaluate the financial health and management quality of potential investment targets through due diligence and ongoing monitoring. Stay abreast of current market trends, new investment strategies, and evolving financial instruments. Collaborate with other analysts and portfolio managers to share research insights and contribute to the overall investment strategy. Portfolio Management: Assist in the development and implementation of investment strategies aligned with client objectives, risk tolerance, and investment policies. Contribute to asset allocation decisions across different portfolios. Monitor portfolio performance, identify deviations from targets, and recommend adjustments as needed. Analyze portfolio risk characteristics and propose strategies for risk mitigation. Execute trades efficiently and accurately in accordance with portfolio guidelines. Prepare portfolio performance reports and communicate findings to internal stakeholders. Ensure compliance with all regulatory requirements and internal investment policies. Participate in investment committee meetings and contribute to strategic discussions. Stay informed about portfolio management best practices and emerging trends. Qualifications: MBA / CA / CFA / BA Economics 1+ years of relevant experience in investment analysis, equity research, or portfolio management. Strong understanding of financial markets, investment instruments, and valuation methodologies. Proficiency in financial modeling using tools such as Microsoft Excel. Skills: Financial Modeling & Valuation Fundamental Analysis Equity Research Fixed Income Analysis (if applicable) Portfolio Construction Risk Management Asset Allocation Performance Measurement Market Analysis To Apply: Interested candidates are invited to submit their resume and cover letter to anuj.sheth@aroaventures.com with the subject line "Investment Analyst & Portfolio Manager Application - [Your Name]". Show more Show less