# Analyst

> Weekday AI · Coimbatore, India · Full-time · Posted 2026-09-15

**Salary:** INR 2,500,000–4,500,000

**Workplace:** on_site

**Department:** Weekday's Client via platform

## Description

𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

𝗦𝗮𝗹𝗮𝗿𝘆 𝗿𝗮𝗻𝗴𝗲: 𝗥𝘀 𝟮𝟱𝟬𝟬𝟬𝟬𝟬 - 𝗥𝘀 𝟰𝟱𝟬𝟬𝟬𝟬𝟬 (𝗶𝗲 𝗜𝗡𝗥 𝟮𝟱-𝟰𝟱 𝗟𝗣𝗔)

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

[Apply at Weekday AI](https://apply.workable.com/weekday-1/j/E0BA8F0C5A/apply)

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