Analyst
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ฎ๐ฑ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ฐ๐ฑ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ฎ๐ฑ-๐ฐ๐ฑ ๐๐ฃ๐)
Experience: 3+ yrs
Location: Coimbatore, Tamil Nadu, India
Job Type: Full-time
We are looking for an experienced and commercially astute Investment Officer to manage investment strategy, portfolio management, and wealth-related activities for a family office.
The role will work closely with key family members and will involve evaluating investment opportunities, developing research-backed investment strategies, optimising asset allocation, and monitoring portfolio performance. The ideal candidate will have strong knowledge across equities, debt, alternative investments, taxation, and financial markets, along with the ability to make well-informed investment decisions focused on long-term capital growth.
Requirements
KEY RESPONSIBILITIES
- Lead investment strategy development and portfolio management activities for the family office.
- Develop and execute research-backed investment plans aligned with long-term capital growth objectives.
- Evaluate and optimise asset allocation across equities, debt, and alternative investments.
- Conduct detailed research on financial markets, companies, securities, funds, and investment opportunities.
- Monitor economic trend
