Analyst – Investments & Investor Relations Location: Lower Parel, Mumbai Experience: 2–4 years Overview We are looking to onboard a high-potential Analyst to work closely across two strategic functions: Investor Relations and multi-asset investing within a family office for a listed company. This role is designed for individuals with strong analytical foundations, intellectual curiosity, and a disciplined approach to execution. The position offers direct exposure to institutional-grade investor communication, diverse asset classes and capital allocation decisions. Key Responsibilities Investor Relations – Listed Company - Prepare investor communication: quarterly updates, press releases, presentations, transcripts, filings - Coordinate investor meetings, conferences, and roadshows - Review analyst reports, track consensus estimates, maintain databases - Prepare shareholding analysis and track investor behavior - Develop MIS reports for senior management - Support corporate presentations and financial templates - Assist in Annual Report preparation Investment Analysis – Family Office - Evaluate and track investment opportunities across listed and private equity, high-yield credit, real assets, and real estate - Conduct financial analysis, due diligence, and risk assessment - Develop investment notes, internal memos, and portfolio tracking frameworks - Monitor portfolio performance and generate actionable insights - Track macro trends, sectors, and emerging opportunities - Maintain structured investment databases Candidate Profile Background - MBA (Finance) / CFA preferred - Strong academic grounding in finance/economics Experience - 2–4 years in IR, investment research, corporate finance or consulting. Core Skills - Proficiency in Excel and PowerPoint - Strong analytical and financial modeling skills - Ability to present structured insights Communication - Excellent written and verbal communication skills Technology & AI - Familiarity with AI/LLM tools for productivity Personal Attributes - Strong self-motivation and discipline - Intellectual curiosity - Attention to detail and structured thinking - Ability to perform in a high-performance environment The Opportunity - Exposure to multi-asset investing - Work on investor relations of a listed company - Engage with senior leadership