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We are looking for a sharp, detail-oriented Senior Analyst with 4-5 years of experience in investment research and wealth management. The candidate must have cleared CFA Level II or III and should possess strong knowledge of financial markets, investment products, and valuation methodologies across asset classes like equity products, debt products, REITs, and AIFs.
Job Responsibility:
Conduct in-depth research and valuation of equity, debt, REITs, AIFs, PMS, and other structured products
Assist in portfolio analytics, asset allocation strategies, and client reporting
Leverage tools like AI, Excel, and other platforms to streamline financial analysis and data modeling
Support investment advisors with product analysis, performance benchmrking, taxation implications, and documentation
Maintain and update product pipelines, client investment records, and compliance checklists
Coordinate with AMCs, fund houses, and custodians for product data and insights
Generate actionable investment ideas backed by research and fundamentals
Contribute to thought leadership, presentations, and periodic market updates
Go to client meetings for presentations
Requirements:
CFA charterholder (mandatory)
4-5 years of relevant experience in an AMC, fund house, or wealth management setup
Self Learner Avid Reader and research oriented and passionate for financial markets
Very well versed in English communication
Strong understanding of financial instruments, including MF, AIF, PMS, bonds, equity, and alternatives
Very Proficient in MS Excel and AI tools (Perplexity and Chat gpt), financial modeling, and research tools
Knowledge of QAI, basic taxation, and regulatory frameworks around investments
Exposure to client reporting, portfolio reviews, and data entry/analysis workflows
Excellent analytical, presentation, and communication skills
What we offer:
A high-growth, learning-rich environment with mentorship from industry leaders and CEO
Exposure to both ultra-HNI/family office clients and institutional treasury management
Competitive compensation with performance-based incentives
Opportunity to work across two dynamic financial entities
Fast-track career growth into investment leadership roles
Client interaction and meetings with high profile clients