1,422 Investment Strategist jobs in India
Investment Strategist
Artha Group
Posted today
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Job Description
About Artha Group & Artha Prime Fund
Artha Group is a performance-led investment house managing over ₹1,250 crores (USD 150M+) across venture capital, private equity, and cross-stage strategies. Our fund platforms include:
- Artha Venture Fund - Early-stage VC (B2C, mobility, fintech, B2B SaaS)
- Artha Continuum Fund - Cross-stage investing across India + global markets
- Artha Select Fund - Follow-on capital into top-performing portfolio winners
- Artha Quest Fund - India’s first search fund platform for operator-led buyouts
- Artha Prime Fund - A new public market fund focused on pre-IPO and micro-cap equities
Artha Prime Fund invests in promoter-backed companies with real fundamentals and asymmetric upside - before the rest of the market catches on. This is where deep diligence , capital judgment , and non-obvious sourcing create outsized returns.
Role Overview
We’re hiring a Principal to lead research, investment execution, and team building for the Artha Prime Fund . This role demands a sharp eye for financial edge , an instinct for underpriced companies , and the ability to build and lead from Day 1.
You’ll be:
- Hunting down overlooked pre-IPO and microcap opportunities
- Interfacing with listed company promoters and management teams
- Leading a team of analysts to dig deep into numbers, risk, and catalysts
- Presenting conviction-based investment memos to the IC
- Traveling on-site to validate businesses and triangulate the truth
This is a high-conviction, high-upside role with a clear path to Managing Partner . If you’re a CA or finance-first investor with grit, speed, and intuition—this is your platform.
Key Responsibilities
Investment Sourcing & Screening
- Build a live pipeline of overlooked public market opportunities
- Develop thesis-driven ideas based on mispricing, governance, or hidden catalysts
- Leverage promoters, brokers, filings, and forums to identify leads
Research, Diligence & Modeling
- Tear down balance sheets and cash flow statements - look for where the bodies are buried
- Conduct site visits, distributor calls, and product testing to go beyond the PDF
- Run red flag analysis: auditor notes, related-party deals, and shareholding movements
IC Preparation & Portfolio Management
- Present sharp, quantified investment cases to internal IC and LPs
- Track target prices, performance milestones, and exit timelines
- Continuously re-evaluate conviction based on price movement + new info
Team Leadership & Execution Clarity
- Manage and mentor 1 - 3 analysts or interns
- Enforce rigorous timelines, follow-up cadence, and reporting hygiene
- Build internal tracking systems and dashboards before you’re asked to
Candidate Profile
- 8 - 12 years in equity research, public market investing, or pre-IPO diligence
- Demonstrated experience interacting with listed promoters or public market boards
- Strong grip on financial statements, forensics, and market timing
- Must be a Chartered Accountant (CA) or show equivalent financial depth
- Ability to work fast, travel often and chase clarity through complexity
- Low ego, clear writing, and ownership-first mindset
This is not a back-office research role.
This is an on-ground, truth-hunting investor role - built for someone who thrives on accountability and action.
Compensation Structure
- ₹6,00,000 fixed annual salary
- 00,000 confirmed annual retention bonus (paid after 12 months)
- 00,000 ESOP grant (as per vesting policy)
- Performance bonuses based on fund and role KPIs
- Carry participation in Artha Prime Fund (shared at the offer stage)
Fixed comp is non-negotiable.
All upside is earned via performance, reporting, and results.
Incomplete or blank answers to any question = automatic disqualification.
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0
Senior Investment Strategist, Portfolio Management
122001 Gurgaon, Haryana
₹2000000 Annually
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Our client, a prestigious financial institution, is seeking a highly analytical and strategic Senior Investment Strategist to join their dynamic team in Gurugram, Haryana, IN . This is a key on-site role responsible for developing and implementing sophisticated investment strategies for diverse client portfolios. The ideal candidate will possess a deep understanding of global financial markets, economic trends, and a proven ability to translate complex data into actionable investment insights. Your primary responsibilities will include conducting in-depth market research and analysis to identify investment opportunities and risks across various asset classes, including equities, fixed income, and alternatives. You will develop, refine, and articulate investment strategies, asset allocation models, and portfolio construction frameworks tailored to meet the specific objectives and risk profiles of our clients. This includes generating compelling investment recommendations and presenting them clearly and persuasively to investment committees and high-net-worth clients. You will collaborate closely with portfolio managers and research analysts to ensure seamless execution of investment strategies and ongoing portfolio monitoring. Developing and maintaining sophisticated financial models for performance attribution, risk assessment, and scenario analysis will be a core function. Staying abreast of regulatory changes and geopolitical events impacting financial markets is essential, and you will proactively advise on potential impacts to investment portfolios. Contributing to thought leadership through market commentary, white papers, and client presentations will also be part of your role. The successful candidate will hold a Bachelor's degree in Finance, Economics, or a related field; a Master's degree or CFA charter is highly preferred. A minimum of 7 years of progressive experience in investment strategy, portfolio management, or financial analysis within the banking and finance sector is required. Demonstrable expertise in quantitative analysis, econometrics, and portfolio optimization techniques is essential. Exceptional communication, presentation, and interpersonal skills are critical for engaging with senior management, clients, and internal teams. A strong understanding of the Indian financial market landscape and its regulatory environment is also beneficial. This challenging and rewarding role is based in our Gurugram office.
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1
Senior Investment Strategist
695001 Thiruvananthapuram, Kerala
₹100000 Annually
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Posted today
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Our client, a leading financial institution renowned for its innovative investment solutions, is seeking an experienced Senior Investment Strategist to contribute to their operations in Thiruvananthapuram, Kerala, IN . This hybrid role offers the opportunity to shape investment portfolios and provide insightful market analysis. You will be responsible for developing and implementing sophisticated investment strategies, conducting in-depth market research, and performing financial modeling to assess investment opportunities across various asset classes. Key responsibilities include constructing and managing client portfolios, monitoring market trends and economic indicators, and providing strategic recommendations to clients and internal stakeholders. The ideal candidate will possess a strong analytical mindset, exceptional quantitative skills, and a deep understanding of financial markets, economic principles, and investment vehicles. Proven experience in portfolio management, financial analysis, and strategic planning within the banking and finance sector is essential. Professional certifications such as CFA or equivalent are highly preferred. Excellent communication and presentation skills are required to articulate complex strategies clearly and effectively. A Master's degree in Finance, Economics, or a related quantitative field is required. You must be adept at utilizing financial software and databases to support investment decisions and generate insightful reports.
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2
Senior Investment Strategist
641001 Coimbatore, Tamil Nadu
₹85000 Annually
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Our client is seeking a highly analytical and strategic Senior Investment Strategist to join their dynamic Banking & Finance division in Coimbatore. This hybrid role requires a blend of in-office collaboration and remote work flexibility, allowing you to contribute to our client's success while maintaining a good work-life balance. You will be responsible for developing and implementing sophisticated investment strategies, conducting in-depth market research, and providing expert financial advice to high-net-worth individuals and institutional clients. Your role will be crucial in identifying investment opportunities, managing portfolio risks, and ensuring the optimal allocation of assets to meet client objectives.
Key Responsibilities:
Key Responsibilities:
- Develop, articulate, and execute comprehensive investment strategies across various asset classes, including equities, fixed income, alternative investments, and derivatives.
- Conduct thorough quantitative and qualitative research on global financial markets, economic trends, and industry sectors to identify potential investment opportunities and risks.
- Analyze financial statements, economic indicators, and market data to inform investment decisions and portfolio construction.
- Create and manage diversified investment portfolios tailored to the specific risk tolerance, return expectations, and financial goals of clients.
- Monitor portfolio performance regularly, rebalance as necessary, and provide timely performance reports and market commentary to clients and internal stakeholders.
- Collaborate closely with relationship managers, financial advisors, and other team members to deliver integrated financial solutions.
- Stay abreast of regulatory changes, market developments, and new financial products and services.
- Utilize financial modeling, valuation techniques, and risk management tools to assess investment suitability and potential outcomes.
- Prepare insightful presentations and recommendations for investment committees and client meetings.
- Mentor junior analysts and contribute to the team's overall knowledge base and analytical capabilities.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Minimum of 7 years of progressive experience in investment management, portfolio analysis, or financial strategy within the banking and finance sector.
- Proven track record of developing and implementing successful investment strategies.
- Strong understanding of global financial markets, investment instruments, and portfolio theory.
- Proficiency in financial modeling, data analysis tools (e.g., Excel, Python, R), and portfolio management software.
- Excellent analytical, critical thinking, and problem-solving skills.
- Exceptional communication, presentation, and interpersonal skills.
- Ability to work effectively in both collaborative team settings and independently in a remote capacity.
- Relevant professional certifications such as CFA (Chartered Financial Analyst) are highly preferred.
- Deep understanding of risk management principles and techniques.
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3
Senior Investment Strategist
302001 Jaipur, Rajasthan
₹1500000 Annually
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Posted 2 days ago
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Our client, a premier financial institution, is seeking a seasoned Senior Investment Strategist to join their esteemed team in **Jaipur, Rajasthan, IN**. This critical role involves developing and articulating high-level investment strategies, conducting in-depth market research, and providing expert guidance to portfolio managers and high-net-worth clients. The ideal candidate will possess a sophisticated understanding of global financial markets, macroeconomic trends, and various asset classes. You will be instrumental in shaping investment decisions and driving portfolio performance.
Responsibilities:
Responsibilities:
- Formulate and communicate comprehensive investment strategies across various asset classes, including equities, fixed income, alternatives, and real estate.
- Conduct rigorous economic and market analysis, identifying key trends, risks, and opportunities.
- Develop and maintain sophisticated financial models to forecast market movements and asset valuations.
- Provide expert insights and recommendations to portfolio managers, investment committees, and client-facing teams.
- Create compelling presentations and reports to articulate investment strategies and performance to internal stakeholders and clients.
- Monitor portfolio performance against benchmarks and strategic objectives, recommending adjustments as needed.
- Stay abreast of geopolitical events, regulatory changes, and their potential impact on financial markets.
- Collaborate with research analysts to gather and synthesize information for strategic decision-making.
- Contribute to the development of new investment products and solutions.
- Mentor junior members of the investment strategy team.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field. A CFA charter is highly preferred.
- Minimum of 7 years of experience in investment strategy, portfolio management, economic research, or a similar role within the financial services industry.
- Proven track record of developing successful investment strategies and driving portfolio growth.
- Deep understanding of global macroeconomic principles and their impact on financial markets.
- Expertise in various asset classes and investment vehicles.
- Strong quantitative and analytical skills, with proficiency in financial modeling and data analysis.
- Excellent written and verbal communication skills, with the ability to present complex ideas clearly and persuasively.
- Proficiency in financial databases and analytical software.
- Demonstrated ability to work independently and collaboratively in a high-pressure environment.
- Strong ethical standards and a commitment to fiduciary responsibility.
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4
Lead Investment Strategist
600001 Chennai, Tamil Nadu
₹1200000 Annually
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Posted 2 days ago
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Our client is looking for a seasoned Lead Investment Strategist to spearhead the development and execution of innovative investment strategies. This pivotal role involves deep market analysis, portfolio construction, and risk management, contributing significantly to the firm's financial growth. You will be responsible for researching market trends, identifying investment opportunities across various asset classes, and advising senior management on strategic financial decisions. The ideal candidate will possess a strong quantitative background, exceptional analytical skills, and a proven track record in managing complex investment portfolios. You will lead a team of analysts, providing guidance and mentorship to ensure the highest standards of research and performance. Key responsibilities include developing financial models, conducting due diligence on potential investments, and monitoring portfolio performance against benchmarks. You will also be expected to maintain relationships with external fund managers and industry experts, staying abreast of regulatory changes and economic developments. This hybrid role requires a strategic thinker with excellent communication and presentation skills, capable of articulating complex financial concepts to both technical and non-technical audiences. You will play a crucial role in shaping the firm's investment philosophy and ensuring alignment with client objectives. A Master's degree in Finance, Economics, or a related field, along with relevant professional certifications (e.g., CFA), is highly desirable. Experience in a similar leadership role within the banking or financial services sector is essential. The ability to work effectively in a fast-paced, deadline-driven environment is paramount. You will be involved in presenting investment strategies and performance reports to the board of directors and key stakeholders. This is an excellent opportunity for a motivated professional to make a significant impact in a reputable financial institution. Join our team in **Chennai, Tamil Nadu, IN**, and contribute to shaping the future of investment management. We are seeking individuals with a passion for financial markets and a commitment to excellence.
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5
Principal Investment Strategist
560001 Bangalore, Karnataka
₹150000 Annually
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Posted 5 days ago
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Our client, a leading global financial institution, is seeking a highly accomplished and forward-thinking Principal Investment Strategist to join their elite, remote-first investment management division. This pivotal role involves developing and implementing sophisticated investment strategies across diverse asset classes, with a focus on maximizing returns while managing risk effectively. You will conduct extensive market research, analyze macroeconomic trends, and forecast economic indicators to inform strategic asset allocation decisions. Your responsibilities will include creating and presenting comprehensive investment proposals, performance reports, and market outlooks to senior management and investment committees. You will collaborate closely with portfolio managers and research analysts to ensure alignment of strategies with institutional objectives. The ideal candidate will possess a deep understanding of financial markets, quantitative analysis, and portfolio construction techniques. Exceptional leadership, communication, and presentation skills are essential, as you will be expected to articulate complex investment concepts to a broad audience. This role requires a rigorous, analytical mindset and a proven track record of success in developing and executing profitable investment strategies. You will also play a key role in identifying and evaluating new investment opportunities and risk management frameworks. This fully remote position offers the chance to shape the investment future from anywhere in India. A Master's degree in Finance, Economics, or a related quantitative field, or an equivalent combination of education and experience, along with a minimum of 10 years of progressive experience in investment strategy, portfolio management, or quantitative analysis within the financial services industry, is mandatory. Professional designations such as CFA are highly preferred. If you are a visionary investment professional seeking a challenging and impactful remote role where you can leverage your expertise to drive significant financial outcomes, we encourage you to apply.
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6
Lead Investment Strategist
520001 Krishna, Andhra Pradesh
₹110000 Annually
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Posted 6 days ago
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Job Description
Our client is seeking a highly experienced and strategic Lead Investment Strategist to join their esteemed financial institution in **Vijayawada, Andhra Pradesh, IN**. This role is crucial for developing and articulating investment strategies that align with client objectives and market dynamics. The ideal candidate will possess a deep understanding of financial markets, a robust analytical toolkit, and a proven ability to translate complex economic data into actionable investment plans.
Key Responsibilities:
Key Responsibilities:
- Develop and manage comprehensive investment strategies across various asset classes, including equities, fixed income, and alternatives.
- Conduct in-depth market research, economic analysis, and asset allocation studies.
- Formulate investment recommendations and articulate them clearly to clients and internal stakeholders.
- Monitor portfolio performance, conduct risk assessments, and rebalance strategies as needed.
- Collaborate with portfolio managers, analysts, and research teams to identify investment opportunities.
- Stay abreast of global economic trends, geopolitical events, and regulatory changes impacting investment landscapes.
- Develop and maintain financial models and quantitative tools to support investment decision-making.
- Create insightful market commentary and investment reports.
- Lead and mentor junior investment analysts and strategists.
- Ensure compliance with all regulatory requirements and internal policies.
- Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Minimum of 8 years of experience in investment strategy, portfolio management, or financial analysis.
- Strong understanding of financial markets, investment instruments, and economic principles.
- Proven ability to develop and implement successful investment strategies.
- Proficiency in financial modeling, data analysis, and investment research tools.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional written and verbal communication skills, with the ability to present complex information clearly.
- Professional designations such as CFA (Chartered Financial Analyst) are highly preferred.
- Experience in client-facing roles and managing stakeholder relationships.
- Ability to work effectively in a collaborative team environment.
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7
Lead Investment Strategist
440001 Nagpur, Maharashtra
₹120000 Annually
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Posted 6 days ago
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Our client, a prestigious financial institution, is seeking a highly analytical and results-oriented Lead Investment Strategist to join their remote-first team. This position is crucial for shaping our investment strategies and driving portfolio performance. The successful candidate will be responsible for conducting in-depth market research, economic analysis, and identifying key investment opportunities across various asset classes. You will develop and articulate clear, concise investment theses and present them to senior management and investment committees. This role requires a deep understanding of financial markets, risk management principles, and quantitative analysis techniques. The Lead Investment Strategist will work closely with portfolio managers to implement strategic allocations and monitor market movements. Key responsibilities include developing sophisticated financial models, performing scenario analyses, and providing data-driven recommendations to optimize investment portfolios. You will also be responsible for staying ahead of regulatory changes and macro-economic trends that could impact investment decisions. The ability to communicate complex financial concepts to both technical and non-technical audiences is essential. This is a challenging and rewarding opportunity for an experienced professional looking to make a significant impact in the financial sector from the comfort of their home office. We are looking for a proactive individual with exceptional leadership qualities, a meticulous attention to detail, and a strong ethical compass. The ideal candidate will have a proven track record of success in investment strategy development and a passion for financial markets. The ability to work independently, manage multiple priorities, and contribute effectively within a distributed team environment is paramount. Join us and help shape the future of our investment portfolio.
Responsibilities:
Responsibilities:
- Develop and refine overarching investment strategies across diverse asset classes.
- Conduct comprehensive market research, economic analysis, and competitor benchmarking.
- Build and maintain sophisticated financial models for valuation and forecasting.
- Identify and assess investment opportunities, managing associated risks.
- Present strategic recommendations to senior leadership and investment committees.
- Collaborate with portfolio managers on strategic asset allocation and tactical adjustments.
- Monitor global economic trends, geopolitical events, and regulatory changes impacting markets.
- Analyze portfolio performance and provide insights for optimization.
- Mentor junior analysts and contribute to the development of the investment team.
- Ensure compliance with all relevant financial regulations and internal policies.
- Master's degree in Finance, Economics, or a related quantitative field; CFA charter preferred.
- Minimum of 10 years of progressive experience in investment strategy, portfolio management, or financial analysis.
- Demonstrated expertise in asset allocation, risk management, and quantitative modeling.
- In-depth knowledge of global financial markets and economic principles.
- Exceptional analytical, problem-solving, and critical thinking skills.
- Proven ability to communicate complex financial information clearly and persuasively.
- Strong leadership capabilities and experience mentoring teams.
- Proficiency in financial modeling software and data analysis tools (e.g., Bloomberg, Refinitiv, Python).
- Ability to thrive in a remote, fast-paced, and deadline-driven environment.
- Unquestionable integrity and a strong commitment to ethical conduct.
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8
Senior Investment Strategist
208001 Kanpur, Uttar Pradesh
₹100000 Annually
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Posted 7 days ago
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Our client , a leading financial services firm, is seeking an experienced Senior Investment Strategist to join their esteemed team in Kanpur, Uttar Pradesh, IN . This critical role involves developing and articulating comprehensive investment strategies for institutional and high-net-worth clients. You will be responsible for conducting in-depth market research, economic analysis, and asset allocation modeling to identify investment opportunities and manage portfolio risk. The ideal candidate will possess a strong understanding of global financial markets, exceptional analytical abilities, and a proven track record in portfolio management or investment strategy development. You will collaborate closely with relationship managers and clients to provide insightful guidance and tailored investment solutions. This position demands a strategic thinker with excellent communication skills and the ability to navigate complex financial landscapes to achieve client objectives.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Develop and implement robust investment strategies across various asset classes, including equities, fixed income, alternatives, and real estate.
- Conduct thorough economic and market analysis to inform investment recommendations.
- Perform asset allocation modeling and portfolio construction based on client objectives and risk profiles.
- Monitor market developments, geopolitical events, and economic trends, assessing their impact on investment portfolios.
- Collaborate with portfolio managers and research analysts to refine investment strategies and identify opportunities.
- Present investment strategies, market outlooks, and portfolio performance to clients and internal stakeholders.
- Provide expert advice and guidance on investment-related matters to clients and relationship managers.
- Manage client relationships and ensure satisfaction with investment strategies and outcomes.
- Contribute to the development of thought leadership content, including white papers and market commentaries.
- Ensure compliance with all relevant regulations and firm policies.
- Evaluate and recommend new investment products and strategies.
- Analyze portfolio performance and risk metrics, making adjustments as necessary.
Qualifications:
- Master's degree in Finance, Economics, Business Administration, or a related field. CFA designation strongly preferred.
- Minimum of 7 years of experience in investment strategy, portfolio management, or financial advisory roles.
- In-depth knowledge of global financial markets, investment products, and economic principles.
- Proven ability in asset allocation, portfolio construction, and risk management.
- Excellent analytical, quantitative, and research skills.
- Strong presentation and interpersonal skills, with the ability to communicate complex financial concepts effectively.
- Proficiency in financial modeling software and databases (e.g., Bloomberg, FactSet).
- Ability to work independently and collaboratively in a demanding environment.
- Demonstrated ability to build and maintain strong client relationships.
- This is an on-site position at our Kanpur, Uttar Pradesh, IN office.
This advertiser has chosen not to accept applicants from your region.
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