5,238 Investment Portfolios jobs in India

Investment Analysis Specialist

Arcana

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Job Description

We’re looking for world-class front-office Financial Analysts to join our mission at Arcana—a next-generation portfolio intelligence company powering hedge funds, and asset managers. This role isn’t your typical modeling-and-memos analyst gig. Our analysts work hand-in-hand with product, engineering, and data science to build the future of institutional-grade finance software. Work experience in buy-side financial institutions or top-tier investment banks, and strong Excel skills are a necessity.



If you’re passionate about numbers but thrive at the intersection of finance, technology, and quantitative thinking, this is the role for you.


Responsibilities:

  • Presentation and analysis of data utilizing charts, tables, and Excel.
  • Analyzing financial reports, market, and asset performance to draw useful takeaways in the frame of an investor.
  • Interpreting information about yield, price, risk, stability, and other factors that contribute to a financial asset's investment merits.
  • Deep understanding of quantitative risk modeling to innovate and improve upon our commercial risk model & portfolio analytics.
  • Conducting unit economic and financial analysis.
  • Working closely with the data engineering and data science team to interpret, check, and source relevant metrics and data.


Requirements:

  • Top-tier pedigree: Bachelor’s or Master's degree with honors (8.0+ GPA mandatory). Ideally from an IIT/IIM/top global university. MBA/CFA/FRM is a strong plus.
  • 2+ years of experience in a front-office financial role (typically, Investment Banking, or Investment Due Diligence).
  • Must have strong communication skills (verbal and written).
  • Methodical, concise, and accurate work style, with strong attention to detail and deadlines.
  • Able to quickly learn and apply technical understanding to solve problems.
  • An aptitude and interest in quantitative risk management, information technology, and the latest trends.
  • Conscientious and focused on objectives with an attitude, and with written and verbal communication.
  • Sound experience in data analysis, validation, and presentation of results (MS Excel).


Preferred locations: Remote, Bangalore, Mumbai, Delhi, or Coimbatore are a plus.

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Investment Analysis Professional

Acuity Knowledge Partners

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Job Description

Acuity Knowledge Partners


Acuity Knowledge Partners (Acuity) is a leading provider of bespoke research, data management, analytics, talent, and technology solutions to the financial services industry, including asset managers, corporate and investment banks, private equity and venture capital firms, hedge funds and consulting firms. Its global network of over 6,000 analysts and industry experts, combined with proprietary technology, supports more than 650 financial institutions and consulting companies to operate more efficiently and unlock their human capital and transforming operations. Acuity is headquartered in London and operates from 16 locations worldwide.


The company fosters a diverse, equitable and inclusive work environment, nurturing talent, regardless of race, gender, ethnicity or sexual orientation.


Acuity was established as a separate business from Moody’s Corporation in 2019, following its acquisition by Equistone Partners Europe (Equistone). In January 2023, funds advised by global private equity firm Permira acquired a majority stake in the business from Equistone, which remains invested as a minority shareholder.


For more information, visit


Basic Information

Position Title : Equity Research / Credit Research

Experience Level : Fresher

Department : Investment Research

Location : Bangalore

Key Responsibilities

  • Building and updating financial models and carrying out valuations
  • Preparing earnings reviews and previews
  • Providing initiation of coverage support, including building models, valuation, and writing reports
  • Collecting and analyzing news
  • Handling routine periodical updates
  • Handling client requests
  • Updating/creating marketing presentations

Key Competencies

The analyst should have

  • Excellent financial modeling and research report-writing skills
  • Numerical abilities

Building complex, error-free models with well-defined revenue/cost driver assumptions

Carrying out basic earnings sensitivity analysis

Providing own valuation views after carrying out both relative and DCF-based valuations

Others

Collecting news;
summarizing and providing analysis that adds value;
and preparing charts, tables, and databases

  • Good client relationship management skills and communication skills


Educational qualification : Graduation + (MBA from Tier 1 / CA / CFA L2 cleared).

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Investment Analysis Intern

Bengaluru, Karnataka Tradeshala

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Job Description

Job Title: Finance Intern

Location: Remote / Hybrid (Bangalore preferred)

Organization: Tradeshala

Stipend: Up to ₹30,000 per month based on performance

Duration: 2 Months

Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO)


About Tradeshala

Tradeshala is a leading experiential learning platform focused on professional training in stock markets, derivatives, and trading strategies. We bridge the gap between academic knowledge and real-world trading by providing live market internships, hands-on tools, and direct mentorship from industry experts.


Role Overview

As a Finance Intern at Tradeshala, you’ll work closely with our core team on financial research, investment analysis, portfolio reporting, and trading desk support. This internship is designed to give you practical exposure to capital markets, trading behaviour, and the analytical tools used by professionals in the industry.


Key Responsibilities

  1. Assist in analysing equity markets, derivatives, and macroeconomic trends
  2. Support the team in preparing investment memos, pitch reports, and earnings summaries
  3. Track financial news, stock performances, and trading ideas using tools like TradingView or Investing.Com
  4. Help with financial modelling, portfolio tracking, and performance metrics
  5. Contribute to content and research for training sessions, case studies, and competitions
  6. Collaborate with traders to back test and validate strategies
  7. Participate in daily trade reviews and performance improvement sessions


Who Should Apply?

  1. Undergraduates or recent graduates in Finance, Economics, Commerce, BBA, MBA, or related fields
  2. Passionate about stock markets, investing, and trading
  3. Basic knowledge of Excel, market terminologies, and investment platforms
  4. Strong analytical mindset and willingness to learn in a fast-paced environment
  5. Exposure to MS Excel, PowerPoint, or any charting tool is a bonus
  6. Candidates preparing for CFA/FRM or aspiring for roles in equity research, trading, or investment banking


What You’ll Gain

  1. Mentorship from experienced traders and finance professionals
  2. Real-time exposure to stock market operations, capital markets, and investment research
  3. Monthly stipend up to ₹30,000, based on performance
  4. Letter of Recommendation (LOR) and internship certificate on successful completion
  5. Opportunity for a Pre-Placement Offer (PPO) based on contribution and skill development
  6. Networking opportunities and access to Tradeshala alumni & expert community


Application Deadline: 30th of the Month

Start Date: Immediate availability preferred

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Investment Analysis Consultant

Bengaluru, Karnataka Confidential

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Job Description

We have permanent opportunity for Decision Analysis Consultant role with a TOP MNC @ Bangalore Location.

Its an Office based Job (Tuesday to Friday) Work From Home on Monday

Company Name & detailed JD will be share later.


Small Briefing :


Responsibilities

  • Excellent communication skills both written and verbal
  • Support experienced Decision Analysis (DAs) Consultants in developing and refining economic and decision analysis models
  • Should have good understanding in Investment Analysis, Economic Modeling, Financial Modeling & Cash Flow Modelling
  • Perform qualitative, deterministic, and probabilistic analyses to generate insights for project teams and decision-makers
  • Someone from Refinery experience or downstream experience (Good to Have)
  • Minimum of 5 years of relevant work experience or Masters in business or economic analysis.



Kindly Highlight Below Key Words & Key Skills in your Resume/CV :

Decision Analysis, Economic analysis, Economic Modeling, Cash Flow, Financial Modeling, Refinery, Downstream, Upstream, Evaluation, Decision Support



If interested share your update resume to

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Investment Analysis Associate

Odhav, Gujarat START-UP SAHAY PRIVATE LIMITED

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Job Details

Job Title: Financial Analyst

Department: Startup Funding Division

Location: B-304, Ganesh Glory 11, Jagatpur, Off SG Highway, Gota, Ahmedabad, Gujarat, .

Job Type: Full-Time, on-site only

Salary: Up To 22K Per Month


Company Name: Start-Up Sahay Private Limited

Website:

About the Company: Start-up Sahay Private Limited is a consultancy services firm that assists businesses with company incorporation, statutory compliances, quality certifications, government registrations, and startup funding support. We aim to simplify the process of starting and scaling a business in India through expert advisory and end-to-end solutions.


About the Role

The Financial Analyst at Start-up Sahay will play a crucial role in the Startup Funding Division.

He/she will be responsible for preparing comprehensive financial projections and forecast models for startups, specifically for their fundraising activities.

This role demands strong financial acumen, the ability to build models from scratch based on real startup metrics (not just historical data), and a deep understanding of startup economics, investor expectations, and valuation techniques.

The candidate will work closely with startup founders, the pitch deck team, and the advisory division to translate business plans into actionable financial numbers and models that can convince investors.


Key Responsibilities

- Develop customized financial projection models for startups using Excel or Google Sheets, based on business plans and industry benchmarks.

- Incorporate and build models on the basis of key startup metrics, such as Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), Average Order Value (AOV), Burn Rate & Runway, GTM channel costs, Hiring plans and team structure, Capital expenditure & operating expenses, etc.

- Prepare detailed revenue forecasts using Top-Down and Bottom-Up approaches.

- Create unit economics models to analyse profitability at a per-customer/product level.

- Calculate and interpret valuation metrics for startups (Pre-money & post-money valuation, ARR multiples, EBITDA multiples, etc.).

- Prepare integrated financial statements (P&L, Cash Flow, Balance Sheet) linked with assumptions and growth drivers.

- Conduct sensitivity analysis to identify key business drivers impacting financial performance.

- Benchmark startup financials against industry standards and competitor data to validate assumptions.

- Collaborate with the market research analyst team to ensure consistency between financials and business story.

- Present and explain financial models to founders and investors in a clear and investor-friendly manner.

- Stay updated with funding trends, valuation methods, and financial modelling best practices for startups.


Required Skills & Competencies

- Advanced Excel/Google Sheets proficiency – complex formulas, pivot tables, charts, dynamic models.

- Strong understanding of startup financial metrics and SaaS/e-commerce/D2C financial models (depending on the sector).

- In-depth knowledge of financial statements and ability to prepare them from scratch.

- Expertise in financial forecasting and valuation techniques for early-stage and growth-stage startups.

- Ability to translate business plans into realistic financial projections.

- Strong analytical and problem-solving skills with attention to detail.

- Good communication skills to present financial concepts to non-financial founders and investors.

- Knowledge of fundraising stages (Seed, Pre-Series A, Series A, etc.) and respective investor expectations.


Preferred Qualifications

- Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA/CA/CFA preferred but not mandatory if skilled).

- 0–3 years of experience in financial modelling, investment banking, startup advisory, or related domains will be a plus.

- Prior experience working with startups or VC-funded companies is a strong plus.

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Head of Real Estate Investment Analysis

440010 Nagpur, Maharashtra ₹1000000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client is searching for a strategic and analytical Head of Real Estate Investment Analysis to lead their investment strategy in a fully remote capacity. This role is crucial for identifying, evaluating, and recommending prime real estate investment opportunities worldwide. As a remote-first company, we provide the infrastructure and support for you to excel from anywhere. You will be responsible for conducting comprehensive market research, financial modeling, due diligence, and risk assessment for potential property acquisitions and developments. This includes analyzing market trends, property valuations, cash flow projections, and return on investment metrics. The ideal candidate possesses extensive experience in real estate finance, investment analysis, and capital markets. You will develop and maintain relationships with brokers, developers, and other industry stakeholders to source deal flow. Key responsibilities involve preparing investment committee memos, presenting findings and recommendations to senior management, and managing a portfolio of existing investments. Strong negotiation skills and a deep understanding of real estate law and transaction structures are essential. This position requires a leader with exceptional analytical prowess, strategic foresight, and the ability to work autonomously. You will drive the investment decision-making process and contribute significantly to the company's growth. This is a unique chance to shape a real estate investment portfolio from a remote setting, contributing to a firm committed to market-leading returns. We ensure our remote team members have all the necessary tools and support. While the company has roots in Nagpur, Maharashtra, IN , this position is entirely remote.
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Investment Portfolio Manager

Indismart Group

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Company Description

The Indismart Group focuses on Education and Hospitality. Led by founder and mentor Dr. Suborno Bose, the group excels in these fields. In Education, Indismart delivers top-quality hospitality management education across six campuses in India, in partnership with Edinburgh Napier University, Scotland, and Thames Valley University, England. Our business school, ISB Kolkata, is educating India's future business leaders. In Hospitality, we own hotels in Kolkata, New Delhi, and Goa, providing city center conveniences and a relaxing resort experience.


We’re Hiring: Finance and Investment Executive | Kolkata | Delhi | Bangalore


Role Description

This is a full-time on-site role for a Finance and Investment Executive, located in the Kolkata metropolitan area. The Finance and Investment Executive will be responsible for the preparation and analysis of financial statements, financial reporting, and managing Goods and Services Tax (GST) compliance. The role requires strong analytical skills and expertise in finance, ensuring the financial health and regulatory compliance of the organization.

The selected candidate will play a key role in managing investment portfolios, financial planning, fund allocation, and strategic reporting. You will work closely with the CEO on evaluating new opportunities, optimizing returns, and strengthening the organization’s financial growth path.


An exciting leadership-linked opportunity awaits!

We are looking for a dynamic and result-driven professional to join our team as an Executive – Investment & Finance, based at our Head Office in Kolkata, directly reporting to the CEO.


Ideal Profile:


  • MBA (Finance) or equivalent qualification
  • 6–8 years of relevant experience in investment management, financial planning, or corporate finance
  • Must be proficient in Mutual Funds, ETFs, Stock Markets, and Investment Management
  • Strong analytical and presentation skills
  • Hands-on experience with financial modeling, ROI analysis, and investment strategy
  • Excellent communication, stakeholder management, and decision-making abilities


Location: Kolkata | Delhi | Bangalore

Reporting To: CEO

Compensation: Attractive salary commensurate with experience and potential


If you’re passionate about finance, strategic investments, and leadership exposure — this role offers an outstanding platform for growth and impact.


Let’s build the future of growth together.


#Hiring #FinanceJobs #Investment #KolkataJobs #Leadership #MBA #CareerOpportunity #MutualFunds #StockMarket #ETFs

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Investment Portfolio Manager

Bengaluru, Karnataka HouzeofJindal

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Job Title: Investment Manager / Business Manager


Education: Minimum Bachelor’s Degree

Experience: Minimum 4-5 years



Job Description:

We are looking for a skilled and dynamic Investment Manager who can manage our investments, oversee business activities, and build strong connections with High Net-Worth Individuals (HNIs). The ideal candidate will be responsible for driving growth through business planning, investment management, and relationship building. This role requires a strong business mindset, the ability to analyze opportunities, and the expertise to connect HNIs for investments into the company’s properties and products.


Key Responsibilities:


Manage and oversee company investments and ensure proper monitoring of business activities.


Develop business management goals and objectives to drive growth.


Design and implement business plans and strategies to promote the attainment of goals.


Ensure adequate and suitable resources for smooth execution of company activities.


Build and maintain strong relationships with HNIs, investors, and business partners.


Create and structure deal criteria, templates, and forms for investments.


Gather, analyze, and interpret business, financial, and market data to prepare reports.


Represent the company at events, conferences, and business meetings.


Assist with preparation of monthly, quarterly, and annual reports by collecting financial and operational data.


Skills & Requirements:


Excellent organizational and leadership skills.


Strong connections or the ability to connect with HNIs for investment opportunities.


Outstanding communication and interpersonal abilities.


Thorough understanding of diverse business processes and strategy development.


Good understanding of research methods and data analysis techniques.


Entrepreneurial mindset with the ability to identify and execute business opportunities.

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Investment Portfolio Manager

Mumbai, Maharashtra Wealth Premier Finserv

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Job Description

Title – Relationship Manager – Mutual Fund Investment Services


Qualification Required – Graduates & NISM VA or CFP


Job Responsibilities:

· Existing Customers – Relationships Mapped

· Responsible for managing relationships with clients & providing investment advisory services

· Monitoring and managing client portfolios, developing and implementing investment strategies

· Get the Risk Profiling Done

· Portfolio Reviews with Clients

· Get Investment Top ups and increased Wallet Share

· Get References

· New Customers

· Responsible for Adding New Relationships & Acquire NRI Relationships

· Arranging for Investor Awareness Programs in Corporates

· Providing Solutions to them via various financial products and services like Mutual Funds, Portfolio Management Services, AIF’s, Startups & other Investment Products

· Research & Knowledge

· Knowledge of Financial Products and being well read about Market, and keeping up with market trends and news

· Attending Fund Manager Calls and Product calls and Meetings

· Get Acquainted with Morning Star Research Platform and other Software’s for Analysis

· Research and Analysis and Shortlisting of various Mutual funds schemes, PMS and other Investment products

Other Requirements – Good Analytical and Communication Skills

· Experience – 1 - 2 Years.

· Compensation – As per Industry Standards.

Contact Details:


Whatsapp -

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Investment Portfolio Manager

Moneyfrog Financial Services Pvt. Ltd.

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Job Description: Relationship Manager - Wealth


  • Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.

Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.

Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.

Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module.

Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.

Key Responsibilities:

  • Build and maintain strong relationships with HNI clients.
  • Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
  • Conduct regular portfolio reviews and risk assessments.
  • Identify and onboard new clients to expand the business portfolio.
  • Offer customized investment and financial planning solutions.
  • Stay updated on market trends, financial products, and regulatory changes.


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