Investment Analyst - Family Office - Adyar - Immediate Joiners
This role is for an Investment Analyst within a family office setting at Sanvi Engineering And Business Consulting Solutions. The analyst will support portfolio tracking, market research, due diligence, and operational liaison with external financial managers. Required skills include Excel, PowerPoint, and proficiency in research tools like Bloomberg or CapitalIQ. The position focuses on cross-asset class management including public markets and private equity.
50k new jobs listed every day. Install TAL to find more jobs like this.
Experience
2-3 years
Function
Finance
Work mode
Onsite, India
Company
Tier 3
What you will work on
This role is for an Investment Analyst within a family office setting at Sanvi Engineering And Business Consulting Solutions. The analyst will support portfolio tracking, market research, due diligence, and operational liaison with external financial managers. Required skills include Excel, PowerPoint, and proficiency in research tools like Bloomberg or CapitalIQ. The position focuses on cross-asset class management including public markets and private equity.
TAL's take
Tier 3 company with limited scope in a niche family office role.
The JD clearly defines the portfolio support, research, and liaison duties required for the family office role.
Must haves
- Bachelor's in Finance/Economics/Business
- 2-3 years in investment research, private banking, wealth or asset management
- Strong knowledge of equities, mutual funds, AIFs, PMS, debt, private equity
- Excellent Excel and PowerPoint skills
- Proficiency in Bloomberg, CapitalIQ, or similar tools
Tools and skills
About the company
Small consulting entity with no significant engineering or investment firm brand presence.
Posts mentioning Sanvi Engineering And Business Consulting Solutions
Looking for a 1BHK in Pune?
Can anyone recommend some good places to rent a 1BHK apartment in Pune near Sangvi/Wakad/Kaleeqdi/Dapodi? I'm interested in finding a well-connected, safe, and affordable neighborhood. Any tips or personal experiences would be greatly appreciated!
Anybody playing helldivers 2?
I am looking for fellow helldivers to play helldivers 2 on ps5 with a group. Mostly have been playing with Random’s and while it’s fun at lower levels, need a more strategic approach for level 7 onwards. I am on ps5. PSN ID - lnwlf_savi