Investment Analyst

About the Trust

The Maharaja Sawai Man Singh II Museum Trust, situated at the City Palace in Jaipur, is a renowned heritage institution dedicated to preserving the artistic, historical, and cultural traditions of Jaipur. It also enables public access, education, and appreciation of the region's rich legacy. The Trust’s multidisciplinary team spans collections, outreach, conservation, education, and events, and it is actively pursuing extensive modernization and digitization projects aligned with global standards.

Position Overview and Key Responsibilities

The Investment Analyst plays a crucial role in assessing investment opportunities through comprehensive financial and market research, preparing detailed investment analyses, monitoring investment portfolios, and aiding strategic investment decision-making. This position demands strong analytical capabilities, expertise in financial modeling, and the skill to communicate data-driven recommendations effectively to senior leadership.

• Conducting financial, industry, and market research to discover investment prospects.
• Performing financial modeling, valuation, and detailed investment assessments.
• Examining financial statements, business results, and trends within the industry.
• Producing investment notes, feasibility reports, and due diligence documentation.
• Overseeing existing investment portfolio performance and creating regular reports.
• Tracking market changes and evaluating their influence on investment strategies.
• Assessing portfolio risks and recommending necessary corrective measures.
• Developing financial forecasts and predicting investment returns.
• Preparing management presentations, dashboards, and MIS reports.
• Facilitating budgeting, capital allocation, and strategic planning efforts.
• Coordinating with internal teams, external advisors, consultants, and financial institutions.
• Assisting with negotiations, documentation, and completion of investment deals.
• Helping prepare materials for the Investment Committee and senior management.
• Ensuring compliance with internal policies and regulatory standards concerning investments.
• Identifying risks—financial, operational, and market-related—tied to investment opportunities.
• Maintaining precise documentation and investment recordkeeping.

Qualifications and Experience

• Bachelor’s degree in Finance, Economics, Commerce, Business Administration, or a similar field.
• MBA in Finance or an equivalent qualification is preferred.
• 3 to 6 years of professional experience in investment analysis, corporate finance, private equity, venture capital, investment banking, consulting, or financial planning.

Skills and Competencies

• Advanced skills in financial modeling and valuation techniques.
• Strong analytical thinking and quantitative analysis capabilities.
• Proficient with Microsoft Excel, PowerPoint, and financial analysis software.
• Deep understanding of financial statements and investment principles.
• Excellent ability to present findings clearly and write comprehensive reports.
• Meticulous attention to detail and effective problem-solving skills.
• Capability to work autonomously and handle multiple projects concurrently.
• Adherence to high ethical standards, integrity, and maintaining confidentiality.