Fundamental Analyst, Family Office, Mumbai, Maharashtra, India

Job Summary

Join an elite investment team and drive capital allocation decisions across public and private markets. This role offers the rare chance to perform deep-dive fundamental research with a long-term, high-ownership perspective on wealth creation.

Key Responsibilities

• Analyze businesses across sectors using deep-dive fundamental research methodologies.

• Execute detailed financial models including 3-statement, DCF, and scenario-based valuations.

• Evaluate investment opportunities in public equities, Pre-IPO, and special situations.

• Prepare high-quality investment notes and Investment Committee (IC) memos.

• Track earnings calls, management commentary, and key operational metrics for portfolio companies.

• Identify mispricing and asymmetric risk-reward ideas through rigorous data analysis.

• Support end-to-end due diligence, channel checks, and continuous portfolio monitoring.

Required Skills & Qualifications

• Must-haves: 1–5+ years in Equity Research or Buy-side; CFA Level 2 (Mandatory); Strong financial modeling skills.

• Preferred: MBA from a Tier-1 institute; Experience in private market evaluations.

Why Join Us

Our Family Office provides a flat, meritocratic structure where performance is directly rewarded with ownership of ideas. You will learn across diverse asset classes in a hybrid setup that balances collaboration with flexibility.

Skills

Equity Research, Fundamental Analysis, Financial Modeling, DCF Valuation, Portfolio Monitoring, Buy-side Research, CFA, Pre-IPO Valuation, Investment Thesis, Sector Analysis.

Job Specifics

• Industry: Investment Management / Family Office

• Primary Tools: Bloomberg, MS Excel (Advanced), Capital IQ

• Apply: Send your CV to aman.srivastava@scov.in