Investment Analyst

Job Title: Investment Analyst

Location: Mumbai

Experience: 5-7 years

About Vivriti Asset Management

Vivriti Asset Management (VAM) is a leading fund manager for fixed-income Alternate Investment Funds (AIFs) , with commitments of over USD 500 million from 900+ institutional and private investors. We have deployed over USD 575 million across 80+ entities , focusing on transforming Indias debt markets and creating innovative investment opportunities for our clients.

Role Overview

As an Investment Analyst at VAM, you will play a critical role in evaluating investment opportunities, conducting credit and financial analysis, and supporting portfolio management for our fixed-income AIFs. This position requires strong analytical skills, financial modelling expertise, and a deep understanding of debt markets.

Key Responsibilities

• Conduct credit analysis and due diligence on potential investment opportunities in the fixed-income space.
• Develop and maintain financial models , perform scenario analysis, and assess risk-return profiles.
• Monitor portfolio performance , track key financial and operational metrics, and ensure compliance with investment guidelines.
• Prepare investment memos, reports, and presentations for internal committees and external stakeholders.
• Stay updated on macroeconomic trends, regulatory changes, and sectoral developments impacting debt markets.
• Collaborate with portfolio managers and risk teams to optimize investment strategies.

Qualifications & Skills

• Education: CA / MBA (Finance), CFA or equivalent qualification.
• Experience: 5-7 years in credit analysis, investment research, or asset management.
• Strong knowledge of fixed-income products, credit markets, and valuation techniques .
• Proficiency in Excel, financial modelling, and analytical tools .
• Excellent communication and presentation skills .