Strategy and Investments Analyst
About Aarii Ventures:
Aarii Ventures stands as a distinguished Investment Office of the Kothari Family, strategically
positioned with exposure to private enterprises encompassing startups, pre-IPO companies, and
publicly listed enterprises through direct investments as well as through Portfolio Management
Services (PMS). Our diversified approach also extends through various other avenues, including
Private Equity Funds and Venture Capital Funds, with a unique role as a Limited Partner (LP).
Operating seamlessly across the dynamic markets of India and the UAE, we epitomize
professionalism in sculpting and navigating diverse investment landscapes.
Aarii Ventures efficiently oversees the proprietary capital of the esteemed Kothari family, owners of
the RSBL and Augmont Group - leaders in India's bullion industry, boasting a turnover surpassing ~$7
billion. Leveraging extensive networks within the entrepreneurial ecosystem, Aarii Ventures excels in
investing across a diverse spectrum of asset classes with precision and expertise.
Aurrevia, a group company, is a Category III Alternative Investment Fund (AIF) registered with SEBI
that seeks to generate consistent returns through a combination of active trading strategies and
long-term investments.
Aarii Ventures, the investment office of the Kothari Family, is recognised by Inc42 (2025) as one of
the Top 10 Most Active Family Offices in India.
Job Description:
We are seeking a talented and motivated individual to join our team as a Strategy and Investments
Analyst. As an Analyst, you will be responsible for conducting financial research and analysis to
provide valuable insights into prospective investment opportunities and help the Chief Investment
Officer in prospective investments and strategies.
In this role, you will work closely with the Chief Investment Officer to evaluate the performance and
sustainability of investment options, identify new opportunities, and contribute to the development
and execution of strategic plans. Your expertise will also be critical in supporting our portfolio
management strategy. The position will provide valuable exposure to the listed, unlisted market and
derivative markets.
The successful candidate will possess exceptional analytical skills, strong attention to detail, and the
ability to communicate complex financial concepts in a clear and concise manner. This is an exciting
opportunity for a driven individual to make a meaningful contribution to a dynamic and growing
organization.
Responsibilities:
● Evaluate economic and market trends, financial statements, earnings prospects, and other
indicators to determine suitable investment strategies.
● Analyse listed and unlisted companies and past investment decisions to generate key
takeaways.
● Produce financial models for integration into the decision-making process.
● Conduct meetings with management, founders, and other third parties to gain a deeper
understanding of investment opportunities and provide recommendations.
● Create intensive research-based reports and presentations.
● Recommend new methods, systems, procedures, or organizational changes to improve the
investment process.
● Evaluate short-term and long-term investments and determine their viability and potential
impact on the investment strategy.
● Present recommendations through in-person presentations.
● Handle fund flows and keep a track of current and past investments.
● Work closely with lawyers, accountants to ensure compliance of AIF and Trust.
● Possess strong analytical skills and the ability to communicate complex financial concepts
effectively.
Requirements:
● Bachelor's degree in finance, management, investment banking, or accounting from a
reputable institution along with CA, CFA.
● Strong mathematical and numerical skills to conduct financial analysis and modeling.
● Proficiency in data collection and analysis to provide valuable insights for investment
decisions.
● Excellent research and writing skills to produce financial reports and presentations.
● Confident presentation abilities to communicate findings and recommendations to
stakeholders.
● Thorough understanding of financial statements and investment strategies to evaluate
investment opportunities.
● Prior knowledge of the derivatives market.
● Ability to understand legal agreements.
● Ability to work collaboratively with other team members and stakeholders to achieve
investment goals.