Investment Associate

Company Overview

Ashok Core Investments (ACI) is the family office of the Humbarwadi Family, shareholders of Ashok Iron Works. ACI operates as an independent investment arm focused on building a legacy of long-term value through investments across public and private markets. The firm is committed to disciplined growth, capital preservation, and strategic diversification.

Job Summary

The Investment Associate will support the Chief Investment Officer (CIO) in executing ACI’s investment strategy across multiple asset classes, including public equities, private equity, mutual funds, Alternative Investment Funds (AIFs), and other alternative investments. This hands-on role is ideal for a motivated professional eager to build a career in multi-asset investing within a dynamic family office environment.

Responsibilities

• Investment Research & Analysis: Assist in evaluating, selecting, and monitoring investments across public and private markets, including mutual funds, Portfolio Management Services (PMS)/AIFs, direct equities, private equity, venture capital, and international funds.
• Portfolio Monitoring & Reporting: Maintain investment trackers, performance dashboards, and exposure summaries; assist in preparing periodic portfolio reports.
• Operational & Compliance Support: Liaise with fund managers, brokers, and custodians for trade execution, documentation, and compliance reporting.
• Strategic Projects: Contribute to research on asset allocation, new investment products, and emerging market opportunities.
• Market Intelligence: Track market trends, regulatory developments, and macroeconomic indicators relevant to the portfolio.

Qualifications

• Education:
  • Chartered Accountant (CA) fresher, preferably first-attempt pass, or
  • Bachelor of Commerce (B.Com) / Bachelor of Business Administration (BBA) graduates with strong academic credentials.
  • Chartered Financial Analyst (CFA) Level I or II (optional but preferred).
• Skills:
  • Strong analytical and quantitative skills.
  • Basic understanding of financial markets, asset classes, and investment products.
  • Proficiency in Microsoft Excel, PowerPoint, and basic financial modeling.
  • Excellent attention to detail, high ethical standards, and discretion.

Preferred Skills

• Breadth in asset class coverage, especially experience in family offices covering both public and private markets.
• Experience in wealth management, particularly within Registered Investment Advisor (RIA) advisory teams.
• Public market expertise from buy-side reputed investment fund houses or public market research roles with a proven track record.

Experience

• First preference: Experience in family offices (public and private markets) or wealth management (RIA advisory).
• Second preference: Public market expertise from buy-side investment fund houses or public market research with demonstrated track record.

Environment

• Location: Bandra Kurla Complex (BKC), Mumbai.
• Employment Type: Full-time.
• Work setting involves close collaboration with senior investment professionals in a family office environment, with exposure to diverse asset classes and investment strategies.

Why Join Us?

• Opportunity to work closely with a forward-thinking family office and experienced investment professionals.
• Exposure to a wide variety of asset classes and investment strategies.
• Chance to contribute to strategic decision-making and long-term value creation.