Lead - Listed Indian Equity Investments (Large Family Office)

Position: Lead - Listed Indian Equity Investments (Large Family Office)

Role:

- Will lead the family office's investments in listed Indian Equity Stocks, mainly large cap stocks

- Will work on tracking the Indian macro environment/ politico-economic environment and coming up with specific investment themes

- Regularly evaluate investment opportunities in the Indian large cap listed equity space

- Work closely with Promoters by pitching specific investment themes

- Provide fundamental company specific investment research including business, commercial and financial due diligence on potential Indian listed companies

- Providing regular reports and metrics on portfolio companies to key stakeholders

- Track allocations, market valuations, and fund/asset performance, flagging under-performance and recommending exits or switches.

- Provide analytical support to the stakeholders on business assessment, strategic initiatives, market developments/trends as well as regulatory changes with the objective of ensuring a sustainable investment portfolio

- The family office listed equity investments will mainly focus on large cap stocks

Requirements :

- MBA/ CA

- 7-14 years of financial services experience in Equity Research or fund management preferably at a research house / asset management company/ PMS/ family office

- Incumbent should be analytical and detail-oriented, collecting, analyzing and interpreting data from a top-down and bottom-up perspective for equity investment strategies

- Ability and interest to interact with C-suite and key stakeholders at public companies

- Experience of investing/ conducting research across sectors will be required

- The ideal candidate has a strong interest in economics, politics, business assessment, strategic initiatives, monitoring of market developments/trends as well as keeps himself/herself up to date on regulatory as well as climate change related objectives, ultimately to benefit an active investment management approach

- Entrepreneurial attitude, willingness to think outside the box

- Exceptional problem solving skills using analysis, sound logic and judgement, evaluate alternatives and recommend options and scenarios

- Good oral and written English communication skills

Location : Hyderabad

This position is for a Client of Vertex Corporate Services which is a Large Family Office focussed on investments