2,979 Investment jobs in India

• Conduct comprehensive financial analysis of public and private companies, including valuation, financial statement analysis, and industry research.
• Develop and maintain detailed financial models to forecast performance and assess investment opportunities.
• Monitor market trends, economic indicators, and geopolitical events that may impact investment portfolios.
• Prepare investment recommendations and present them to the investment committee and senior management.
• Assist in the construction and management of diversified investment portfolios tailored to client objectives.
• Conduct due diligence on potential investments and perform risk assessments.
• Track portfolio performance, identify variances, and propose adjustments.
• Maintain strong relationships with portfolio companies, industry contacts, and research providers.
• Ensure compliance with all regulatory requirements and internal policies.

• Master's degree in Finance, Economics, or a related quantitative field.
• Professional certification such as CFA (Chartered Financial Analyst) or a strong commitment to pursuing one.
• Minimum of 4-6 years of experience in investment analysis, portfolio management, or a related financial role.
• Advanced proficiency in financial modeling, valuation techniques, and statistical analysis.
• Expertise in using financial databases and research tools (e.g., Bloomberg, Refinitiv).
• Strong understanding of capital markets, investment strategies, and risk management principles.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts.
• Ability to work effectively under pressure and meet tight deadlines.

AVP – Investment Banking (M&A, Fundraising, Corporate Finance)

Location: NCR/Delhi

Experience: 8–10 years

Are you an experienced investment banking professional with a strong track record in M&A, fundraising, and corporate finance? We are looking for a dynamic Associate Vice President (AVP) – Investment Banking to join our team and play a key role in deal execution, client management, and strategic growth.

Key Responsibilities

• Lead end-to-end transaction management , including due diligence, negotiations, regulatory filings, and closing documentation.
• Execute deals across M&A, private equity, venture capital, ECM, and DCM .
• Build and manage investor relationships with VCs, PEs, family offices, corporates, and angel networks .
• Prepare pitch decks, CIMs, business plans, teasers, and financial models for fundraising.
• Conduct deep sector research (technology, infrastructure, healthcare, manufacturing, BFSI, etc.) to identify opportunities.
• Deliver impactful presentations at investor forums, conferences, and client discussions.
• Collaborate with legal, tax, and compliance teams for seamless deal structuring and execution.

Skills & Expertise

• Strong knowledge of financial modelling, valuation (DCF, comparables, precedent transactions), and deal structuring .
• Expertise in corporate finance, capital markets, IPOs, and debt/equity instruments .
• Advanced Excel & PowerPoint skills for financial models and investor decks.
• Excellent market research, business due diligence, and sector analysis skills.
• Proven ability in client relationship management and business development.
• Strong communication, negotiation, and problem-solving skills.

Qualifications

• MBA/PGDM in Finance/Strategy from Tier-1 B-schools preferred.
• Chartered Accountant / CFA (USA) / FRM certification is a strong advantage.
• Bachelor’s degree in Finance, Economics, Commerce, or Business Administration .
• 8–10 years of investment banking, corporate finance, or financial advisory experience with a proven track record.

Role Summary:

This is a position within the JV Finance Team based in India, enabling the development of technical expertise and business insight in a fast-paced finance team. As an Investment Accountant, the role involves supporting the Finance manager and wider finance team in investment accounting across the UK operating property portfolios. The position requires close collaboration with Europe Finance teams, QX team, and interaction with auditors.

Key Role Responsibilities:

• Preparation of month-end and quarter-end reporting packs and year-end reporting activities for holding & Propco entities, including reports and supporting schedules for all balance sheet line items and commentary on profit and loss line items.
• Quarterly consolidations across multi-property portfolios in residential special purpose vehicles.
• Preparation/review of accruals, prepayments, and posting of journal entries.
• Preparation of quarterly lender reporting including cash waterfalls, compliance certificates and covenant calculations.
• Assist in preparing the investor reporting.
• Preparation of consolidated audited financial statements within investor and lender reporting deadlines, for residential portfolios.
• Preparation of subsidiary financial statements and supporting schedules for residential portfolios.
• Assist/manage key audit components and requirements.
• Calculation of investment level management fees.
• Review of quarterly VAT Returns and assistance in providing information for annual Tax Computations for subsidiaries.

Key Relationships:

• Finance Manager (Line Manager)
• Financial Controller,
• Finance Director, JVs
• Service providers (QX, Apex)

Knowledge & Qualifications:

• Qualified accountant (ACA, ACCA or CIMA).
• 5 years of post-qualification experience in the real estate sector is desirable.
• Previous experience in financial accounting software (Yardi experience is a benefit).
• Excellent written and numerical skills.
• Thorough understanding of accounting policies and procedures.
• Proficiency in Microsoft Office.

Experience & Skills:

• Sound knowledge of Accounting GAAPs, IFRS and Audit
• Debt compliance and investor reporting experience
• Good communicator with the ability to interpret and explain complex financial data
• Positive “can do” attitude with desire to learn, train and develop in the role
• Excellent attention to detail, methodical and takes pride in work
• Self-starter who takes initiative to grow within the role
• Strong time management skills to organize a multitude of concurrent tasks
• Experience working within the Real Estate sector
• Experience working with off-shore real estate structures

Behaviours & Values:

• Integrity - We will stay true to the highest ethical standards and principles, and be honest, trustworthy, and humble in all of our words and actions.
• Equality - We celebrate individual difference, encourage diversity of thought, provide of equality of opportunity, and cultivate an environment where all individuals are seen, treated, and valued equally.
• Accountability - We will take responsibility and accept ownership for our words, actions, tasks, and results, and respectfully hold others to the same standard.
• Professionalism - We will proudly present a positive, dignified, and business-like image at all times through our appearance, behaviour, and interactions with others.
• Teamwork - We will work together to accomplish goals, solve problems, and enrich our work environment.
• Service - We will make service our top priority by giving our time, knowledge, and experience to serve the needs of our customers, community, and team members.

CapitalOven is an early-stage venture capital firm based in India, focusing on investments in AI/ML, Generative AI, and innovative technology startups. We partner with visionary founders to help turn bold ideas into global businesses, from Seed to Series A. With over a decade of experience, $500M+ in capital deployed, and a portfolio of 200+ startups, we provide capital, strategic support, and a global network to fuel growth and innovation. Our founder-first approach ensures we work hands-on with startups to solve real-world problems using cutting-edge technology.

This is a full-time on-site role for an Investment Analyst based in Kolkata. The Investment Analyst will be responsible for analyzing potential investments, conducting financial modeling, managing investment portfolios, and providing strategic recommendations. Day-to-day tasks include evaluating financial data, creating detailed reports, performing market research, and supporting the investment team in making informed decisions.

• Skills in Investments, Portfolio Management
• Proficiency in Analytical Skills and Financial Modeling
• Strong knowledge of Finance
• Excellent written and verbal communication skills
• Ability to work independently and collaboratively
• Experience in venture capital or related fields is a plus
• Bachelor's or Master's degree in Finance, Economics, or a related field

JOB DESCRIPTION

Position Title

Investment Manager

About Nuvama

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. The business serves close to a million customers comprising a diversified set of affluent customers (850K+), UHNIs and family offices (2800+), institutional clients (700+) and corporates (500+). With a scaled and integrated platform encompassing wealth solutions, asset management, institutional securities and capital market advisory, and a deep belief in the “client-first” philosophy, NWM believes in delivering best-in-class outcomes for our clients at every step of their journey. Our edge comes from our deep experience and expertise, leading research, product innovation, all supported by a robust governance framework. NWM is present across 450+ locations in India and overseas and boasts of a 23,000+ partner network for maximum service coverage.

Functional Responsibilities / KPIs

As an insurance Manager, you will be responsible for managing and selling insurance products to clients through our channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

The IC channel is an insurance specialist team within Nuvama Wealth responsible for working closely to drive the insurance business, products and strategies.

The investment Manager will work closely with existing RMs across Nuvama Wealth and will be responsible for managing and selling insurance products to Nuvama Wealth clients through various businesses and channels. You will provide expertise in insurance solutions, assist clients in choosing appropriate insurance policies, and ensure compliance with regulatory standards.

Sales and Business Development:

• Work closely with Nuvama Wealth RMs on driving the insurance products.
• Promote and sell insurance products to existing and potential customers through relationship managers mapped to you.
• Achieve sales targets and contribute to the LOB overall targets with self and team.
• Develop new business opportunities through networking and referrals.

Client Consultation:

• Assess clients' insurance needs and provide suitable recommendations.
• Explain insurance policies and coverage options to clients clearly and effectively.
• Assist clients with the application process and ensure proper documentation.

Customer Service:

• Provide exceptional customer service and support to clients regarding their insurance policies.
• Address client inquiries and resolve any issues or concerns related to insurance products.
• Conduct regular follow-ups with clients to ensure satisfaction and retention.

Compliance and Documentation:

• Ensure all insurance transactions comply with company regulations and policies.
• Maintain accurate records of sales and client interactions in the company system.
• Stay updated with changes in insurance laws and regulations.

Training and Development:

• Participate in ongoing training programs to stay current with industry trends and product knowledge.
• Share best practices and knowledge with team members to improve overall performance.

Job Requirements

Qualifications

1. Bachelor’s degree in finance, Business Administration, or a related field.

2.Proven experience in sales, preferably in the banking or insurance industry.

3.Strong knowledge of insurance products and services.

4.Excellent communication and interpersonal skills.

5.Ability to work independently and as part of a team.

Experience

1. Minimum 5 years ’experience in life insurance sector
2. Fresher to be considered only from Insurance institutes

Functional Competencies

1. Full-time position, typically within standard office hours.

1. May require occasional travel outside the present location to meet clients or attend training session.

1. Office-based with some flexibility to work outside the main office, depending on company policies

Company Description

Prath Ventures is an early-stage venture firm specializing in Consumer Businesses and their Enablers.

We usually make our first investments ranging from INR 10-150 million and lead rounds from Seed to Series A. We are investing out of our Fund I and have made 9 investments so far.

With over 40 years of cumulative experience across the team in managing third-party capital, we have partnered with 50+ businesses from seed to growth stages across various categories. Our focus is on building the next generation of consumer brands, products, services, retailers, and enabling technologies.

Role Description

This is a full-time on-site role based in Mumbai for an Investment Analyst.

The Investment Analyst will be responsible for conducting financial analysis and modeling, evaluating investment opportunities, and supporting portfolio management. Day-to-day tasks include researching potential investments, preparing detailed financial reports, and assisting in the management of current investments. The role requires close collaboration with senior team members to make informed investment decisions.

Why join: small, high-ownership team; direct partner time; front-row seat on consumer business building ; fast learning curve across sourcing → IC → portfolio

Qualifications

• High Curiosity with a demonstrated interest in Investing/Venture Capital/Consumer
• Strong Analytical Skills and Financial Modeling expertise
• Solid understanding of Finance principles
• Excellent written and verbal communication skills
• Prior experience in venture capital or investment banking is a plus
• Bachelor's degree in Finance, Economics, Business, or related fields

How to Apply:

Email with subject “Investment Analyst — ” and attach:

Your CV and a short cover letter (<1 page) describing why you are a fit for the role.

I am Asheesh Pillay and I’m from Talent Acquisition Team at CES Limited. I came across your profile as we’re currently looking for a Analyst/Senior Analyst/Lead - Alternative Investment and I think you could be a good fit. We are looking for 2+ years of experience in Investment Operations, I’d like to tell you a little more about this position and learn a few things about you as well. Are you available for a quick call? If so, I’d be happy to set up a call. I’m also happy to coordinate or answer any questions you may have via Mail/call if you prefer.

Shift Timings: 3:00 PM IST to 12:00 AM IST

Job Title: Analyst/Senior Analyst/Lead - Alternative Investment

Location: Remote

Job Description :

• 2+years relevant experience
• Resources will work until 10/10:30am pacific on a daily basis
• Resources will have direct access to investment & research folders and client's email addresses (if necessary)
• Need quantitative and qualitative skills sets
• Good written and verbal communication skills (fluent English)
• Nice to have: experience with BI tools such as QuickSight or PowerBI
• Activities
• Deal Analysis
• loan portfolio purchases
• Loan stratification analysis
• Historical performance reviews
• Price modeling
• credit facilities
• Forecast modeling
• Cumulative collections curves
• Runoff models
• Other specialty finance opportunities
• Create investment memos and other research summaries
• Conduct market research
• Summarize qualitative and quantitative aspects of the deal
• Performance Analysis and Valuation Support
• Track monthly performance of positions
• Collect and cleanse data tapes and other inputs from external counterparties
• Track expected vs. actual performance variances
• Flag and identify deviations from assumptions
• Assist FinOps team and Valuation Committee in updating valuation models
• Portfolio Management & Monitoring
• Monitor covenants, audit support, and review draw requests for compliance
• Monitor Credit Facility positions on Cascade Debt and excel BBC models
• Request information from counterparties such as company financials, bank balances
• Perform data and calculation audits on a rotating quarterly schedule
• Pull/request portfolio tapes and Borrowing Base Certificates (BBCs) on Excel and data agent systems
• Review portfolio tapes and BBCs. Cleanse/standardize data and flag abnormalities
• Other
• Help manage and maintain standardized formats and dealroom folders
• Help maintain CRM, LMS, and other systems
• Develop internal procedures of the aforementioned processes

• Bachelor's or Master's degree in Finance, Economics, Business Administration, or a related quantitative field. An MBA or CFA charter is a significant advantage.
• Minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
• Proven experience in financial modeling, valuation techniques (DCF, comparable companies, precedent transactions), and M&A analysis.
• Strong understanding of capital markets, financial instruments, and transaction processes.
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication, presentation, and interpersonal skills.
• Proficiency in financial databases and software (e.g., Bloomberg, FactSet, CapIQ, Excel, PowerPoint).
• Ability to manage multiple projects simultaneously and work effectively under tight deadlines.
• High level of integrity, discretion, and professionalism.
• Willingness to travel as required.