Loading description…

Analyst in Coimbatore, India - Jobeax

Analyst in Coimbatore, India is listed on Jobeax. Browse 30,000+ vacancies available.

: - ( - )

Experience: 3+ yrs

Location: Coimbatore, Tamil Nadu, India

Job Type: Full-time

We are looking for an experienced and commercially astute Investment Officer to manage investment strategy, portfolio management, and wealth-related activities for a family office.

The role will work closely with key family members and will involve evaluating investment opportunities, developing research-backed investment strategies, optimising asset allocation, and monitoring portfolio performance. The ideal candidate will have strong knowledge across equities, debt, alternative investments, taxation, and financial markets , along with the ability to make well-informed investment decisions focused on long-term capital growth.

Requirements

KEY RESPONSIBILITIES

Lead investment strategy development and portfolio management activities for the family office.
Develop and execute research-backed investment plans aligned with long-term capital growth objectives.
Evaluate and optimise asset allocation across equities, debt, and alternative investments.
Conduct detailed research on financial markets, companies, securities, funds, and investment opportunities.
Monitor economic trends, market movements, interest rates, macroeconomic developments, and emerging investment themes.
Identify and evaluate new investment opportunities across relevant asset classes.
Analyse portfolio performance, risk exposure, returns, liquidity, and diversification.
Review and recommend suitable equity and equity-related products, debt instruments, and alternative investments .
Evaluate investment opportunities through financial analysis, commercial assessment, and structured due diligence.
Oversee investment performance tracking and prepare periodic portfolio and investment reports.
Monitor portfolio allocation and recommend rebalancing strategies where required.
Develop a strong understanding of taxation implications across different asset classes and investment structures.
Ensure investment and commercial transactions consider applicable tax, statutory, regulatory, and legal requirements .
Manage relationships with financial advisors, wealth managers, banks, brokers, fund managers, and other financial institutions.
Coordinate with external advisors and professionals to evaluate investment structures, transactions, and risks.
Review financial reports, investment statements, transaction documentation, and supporting records.
Maintain accurate records of investments, transactions, portfolio performance, and investment decisions.
Present investment recommendations, market insights, portfolio updates, and performance analysis to key family members.
Support strategic financial planning and long-term wealth creation initiatives.
Maintain high standards of confidentiality, governance, documentation, and fiduciary responsibility.

WHAT MAKES YOU A GREAT FIT

3+ years of relevant experience in investment management, portfolio management, wealth management, family office, private banking, investment advisory, or a related field.
Strong understanding of investment strategy, portfolio management, and asset allocation .
Hands-on knowledge of equities, equity-related products, debt instruments, and alternative investments .
Strong financial and investment research capabilities with the ability to evaluate companies, markets, products, and investment opportunities.
Good understanding of macroeconomic indicators, financial markets, market cycles, and investment risks.
Strong knowledge of taxation across different asset classes and investment structures .
Experience conducting investment due diligence and evaluating financial and commercial risks.
Strong understanding of portfolio performance measurement, risk management, diversification, and rebalancing.
Experience working with financial advisors, wealth managers, banks, brokers, fund managers, and financial institutions .
Strong financial analysis and quantitative skills with excellent attention to detail.
Ability to independently evaluate investment opportunities and present clear, well-supported recommendations.
Strong commercial judgement and understanding of the implications of tax, statutory, regulatory, and legal requirements on transactions.
Excellent communication and stakeholder-management skills, particularly when working with senior family members and external advisors.
High level of integrity, discretion, confidentiality, and professional judgement.
Strong ownership mindset with the ability to manage multiple investments, transactions, and priorities simultaneously.
Ability to operate in a fast-paced, high-trust environment where investment decisions require careful analysis and sound judgement.
A degree in Finance, Economics, Commerce, Business Administration, or a related discipline is preferred; relevant professional qualifications will be an advantage.

Apply to vacancy

Similar vacancies

More like this role

Delivery Senior Analyst

1 day ago

Remote
Hybrid
On-site

$30 USD

... to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Delivery Senior Analyst to join our team in Bangalore, Karnātaka (IN-KA), India (IN). - Mandatory Skill Set: Experience working within the US Healthcare Provider domain, with a strong ...

India, Bengaluru

Embark

EMBARK - Business Analyst

1 day ago

- Prepare key implementation deliverables business requirements documentation, functional specification document and test strategy document. - Experience in one or more of the following domains:1. Product & Pricing Strategy Rates & Fees Management2. Billing & Revenue Optimization3. Deposits & Payments4.

India, Thiruvananthapuram

Wrike

Mid SOC Analyst

2 days ago

Remote
Hybrid

Rs 50 lakh p.a.

... monitored around the clock. Our Security Operations Center delivers on that promise through a hybrid model with a 24/7 managed detection partner (Rapid7)—and our analysts are the core drivers who handle escalations, conduct deep-dive investigations, and execute immediate action. As an L2 SOC Analyst , you will play a pivotal ...

India, Bengaluru

ICON plc

Senior Financial Analyst

2 days ago

80k

Senior Financial Analyst ICON is a global healthcare intelligence and clinical research organisation united by a mission to bring new medicines and treatments to patients faster. As a values-driven organisation, integrity, collaboration, agility, and inclusion are at the heart of how we work and interact with each other, ...

India, Chennai

Addepar

ADM Support Analyst

2 days ago

Remote

1400 / year

... The Role The ADM Support team handles all client inquiries related to Addepar's Alternatives Data Management (ADM) solution post-implementation. ADM Support Analysts play a critical role in supporting some of the world's most sophisticated investors, answering questions and resolving issues related to their alternative ...

India, Pune

LogicMonitor

Associate Provisioning Analyst

2 days ago

Hybrid
On-site
Contract

... one of BuiltIn's Best Places to Work for the seventh year in a row! LogicMonitor is looking for a detail-oriented and process-driven Associate Provisioning Analyst to support centralized provisioning operations. In this role, you will support customer account setup, product activation, feature enablement, POCs/trials, ...

India, Pune

Fivetran

Accounts Payable Analyst

2 days ago

Hybrid

$5.6 USD

... our recruiting process as we integrate our teams, systems, and career sites. About the Role We’re looking for a detail-oriented and motivated Accounts Payable Analyst to support our global Accounts Payable operations within our Center of Excellence in Bengaluru, India. This role will support day-to-day AP activities including ...

India, Bengaluru

isg (information services group)

Financial Reconciliation Analyst

2 days ago

Contract

Description ISG seeks a Financial Analyst who will be responsible for Invoice Management, Financial Analytics, and Value Optimization across all financial interactions between clients and their Service Providers. This individual will collaborate closely within a team, leveraging advanced analytics and AI-driven insights ...

India, Bengaluru

HSO

Technical Analyst (DevOps)

3 days ago

On-site

- 2-4 Years of experience - Expertise on OOPS, Cloud, Integration concepts - Must have exposure writing code with Visual Studio, X++, C# - Experience with extensions, coc, security, data entities, customer services, OData, logic apps, LCS, DevOps, etc - Ability to understand customer requirements (FDD/TDD) and develop

India, Bengaluru

oak tree software

Research Analyst (Remote)

3 days ago

Remote
Contract

Contract Hiring: Research Quality Specialist – Computational Math (Remote) We are seeking highly analytical and research-driven PhD holders or PhD candidates in Computational Mathematics to join our team as a Research Quality Specialist .

India, India

Bank of America Corporation

Analyst - GBS - R

3 days ago

... Merrill Lynch in their business origination and client coverage efforts through building of client pitchbooks and supporting business analysis. The role of an Analyst is an Individual Contributor role. Responsibilities* - Perform comprehensive and in–depth company and industry research and comparable company analyses - Develop ...

India, Mumbai

Naviga

Accounts Audit Analyst

3 days ago

3200

Naviga Inc. delivers the broadest range of technology solutions for the global news media industry, including content management, digital advertising, circulation, and audience relationship management.

India, Noida

ANSR

Procurement Development Analyst

3 days ago

Contract

Martens is an iconic British brand founded in 1960 in Northamptonshire. Produced originally for workers looking for tough, durable boots, the brand was quickly adopted by diverse youth subcultures and associated musical movements.

India, Bengaluru

Tenstorrent

Sr. AP Analyst

3 days ago

Hybrid

... a commitment to solving hard problems. We are growing our team and looking for contributors of all seniorities. We’re looking for a Senior Accounts Payable Analyst to drive accurate, efficient AP operations and solve complex finance challenges. You’ll own AP quality, reconciliations, payments, and month-end activities ...

India, Bengaluru

Gridlines

Analyst- Model Audit

3 days ago

On-site

Company: Gridlines Gridlines is a rapidly growing financial modelling consultancy practice. We transforming the world of financial modelling, helping our clients to make complex financial decisions quickly and with confidence.

India, Gurugram

Brickwork Ratings

Senior Economics Analyst

3 days ago

100k

... Ratings is looking for a Senior Economist to lead its macroeconomic and financial research function. You will lead and mentor a team of economists and financial analysts, build econometric and credit-risk models, author high-impact research for investors, policymakers, and markets, and advise senior management and regulators. ...

India, Kochi

IDFC

Credit Analyst Manager

3 days ago

... determine the creditworthiness of loan applicants Develop and implement credit policies and procedures in line with regulatory requirements Manage a team of credit analysts and underwriters to ensure efficient processing of loan applications Collaborate with sales and marketing teams to drive business growth and achieve loan targets ...

India, Coimbatore

Gridlines

Analyst- Model Audit

3 days ago

On-site

India, Pune

Accenture

Reporting Analyst - Excel

3 days ago

Contract

784k

Skill required: Business Reporting & Governance - Reporting Analytics Designation: Measurement & Report Analyst Qualifications: Any Graduation Years of Experience: 3-5 Years About Accenture Accenture is a global professional services company with leading capabilities in digital, cloud and https://jobeax.com/link/s3Tm4mZwkevmZ2jR ...

India, Gurugram

Luxoft

Finance Analyst - SAP

4 days ago

Part of Shared Service Team of the Company (includes Accounts Payables, TDS ,GST Compliance and employee reimbursements) Accounts Payable, Employee reimbursements, India Tax compliance, MS Excel, Written & Verbal communication, working knowledge of Oracle / SAP system Accounts Payable; Microsoft Excel; India Tax

India, Bengaluru