Investment Analyst - Equity
OrangeTree Capital is a family office investing across global public markets and early-stage startups. This role involves analyzing investment memorandums, conducting quarterly portfolio reviews, and managing MIS reporting. Candidates should have 2-5 years of experience in equity research or public markets. This position requires working onsite in a lean setup with minimal supervision.
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Experience
2-5 years
Function
Finance
Work mode
Onsite, India
Company
Tier 2
What you will work on
OrangeTree Capital is a family office investing across global public markets and early-stage startups. This role involves analyzing investment memorandums, conducting quarterly portfolio reviews, and managing MIS reporting. Candidates should have 2-5 years of experience in equity research or public markets. This position requires working onsite in a lean setup with minimal supervision.
TAL's take
Solid mid-tier boutique role in investment management with clear, well-defined responsibilities.
The JD is highly specific regarding the duties (fund analysis, MIS reporting) and the cultural fit for a lean family office environment.
Must haves
- 2-5 years experience in public markets investing or equity research
- MBA degree
- Comfort with investment analysis and administration tools
- Ability to work onsite in Worli, Mumbai
- High level of discretion and integrity
Tools and skills
About the company
Family office and investment firm, treated as mid-tier due to niche boutique scale.