Business Analyst

Phoenix
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📍 Mumbai, Maharashtra, India

About this role

Analyst – Investments & Investor Relations

Location: Lower Parel, Mumbai
Experience: 2–4 years

Overview
We are looking to onboard a high-potential Analyst to work closely across two strategic functions: Investor Relations and multi-asset investing within a family office for a listed company.

This role is designed for individuals with strong analytical foundations, intellectual curiosity, and a disciplined approach to execution. The position offers direct exposure to institutional-grade investor communication, diverse asset classes and capital allocation decisions.

Key Responsibilities
Investor Relations – Listed Company
- Prepare investor communication: quarterly updates, press releases, presentations, transcripts, filings
- Coordinate investor meetings, conferences, and roadshows
- Review analyst reports, track consensus estimates, maintain databases
- Prepare shareholding analysis and track investor behavior
- Develop MIS reports for senior management
- Support corporate presentations and financial templates
- Assist in Annual Report preparation

Investment Analysis – Family Office
- Evaluate and track investment opportunities across listed and private equity, high-yield credit, real assets, and real estate
- Conduct financial analysis, due diligence, and risk assessment
- Develop investment notes, internal memos, and portfolio tracking frameworks
- Monitor portfolio performance and generate actionable insights
- Track macro trends, sectors, and emerging opportunities
- Maintain structured investment databases


Candidate Profile

Background
- MBA (Finance) / CFA preferred
- Strong academic grounding in finance/economics

Experience
- 2–4 years in IR, investment research, corporate finance or consulting.

Core Skills
- Proficiency in Excel and PowerPoint
- Strong analytical and financial modeling skills
- Ability to present structured insights

Communication
- Excellent written and verbal communication skills

Technology & AI
- Familiarity with AI/LLM tools for productivity

Personal Attributes
- Strong self-motivation and discipline
- Intellectual curiosity
- Attention to detail and structured thinking
- Ability to perform in a high-performance environment

The Opportunity
- Exposure to multi-asset investing
- Work on investor relations of a listed company
- Engage with senior leadership

 

Frequently Asked Questions

Is the salary disclosed for the Business Analyst position at Phoenix?
The salary for this Business Analyst role at Phoenix is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Business Analyst position at Phoenix located?
This Business Analyst role at Phoenix is based in Mumbai, Maharashtra, India. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
How do I apply for the Business Analyst position at Phoenix?
Click the "Apply Now" button on this page. You will be redirected to Phoenix's official application portal hosted on oraclecloud where you can submit your application directly.
When was the Business Analyst job at Phoenix posted?
This Business Analyst position at Phoenix was posted on Oct 1, 2026. Apply as soon as possible — early applications are often reviewed first.
Business Analyst
Phoenix
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You'll be redirected to Phoenix's official application page on oraclecloud.