Infospoke - Wealth Management Analyst - US Market

Job Title: Wealth Management Analyst (US Markets)

Location: Hyderabad, India

Experience: 4-8 Years

Employment Type: Full-Time

Company: Infospoke Integrated Solutions LLP

About Us:

Infospoke Integrated Solutions LLP is a fast-growing IT services and consulting firm delivering high-impact solutions across financial services, technology, and enterprise domains. We enable global clients to harness technology and data to drive smarter decisions. As we expand our financial services portfolio, were looking for a sharp and driven Wealth Management Analyst with deep experience in US markets to join our growing team.

Role Overview:

We are seeking a seasoned Wealth Management Analyst to support and enhance our wealth advisory, portfolio management, and investment research initiatives for clients in the US market. This role requires deep domain knowledge in financial products, investment strategies, and regulatory frameworks pertinent to US-based wealth management.

Key Responsibilities:

- Perform in-depth investment research across asset classes including equities, fixed income, mutual funds, ETFs, and alternative investments.

- Support financial advisors and portfolio managers with analysis, reporting, and customized client solutions.

- Monitor portfolio performance and assist with rebalancing recommendations aligned with client goals and risk profiles.

- Analyze macroeconomic trends, market data, and client portfolios to support strategic investment decisions.

- Prepare investment proposals, pitchbooks, and performance reports for high-net-worth clients and institutions.

- Ensure compliance with US financial regulations (SEC, FINRA) and industry best practices.

- Collaborate with cross-functional teams including data analysts, CRM teams, and technology developers.

- Provide insights into digital tools and dashboards that enhance the client experience in wealth management.

Required Qualifications:

- Bachelors degree in Finance, Economics, Accounting, or related field.

- MBA/CFA/CFP (completed or in progress) is a strong advantage.

- 4-8 years of experience in wealth management, private banking, or investment advisory roles focused on US markets.

- Strong understanding of financial planning principles, asset allocation, and investment strategies.

- Hands-on experience with financial research tools (Bloomberg, Morningstar, FactSet, etc.) and CRM platforms.

- Knowledge of US tax implications, retirement planning, and estate planning is highly desirable.

- Exceptional analytical, written, and verbal communication skills.

- Ability to work independently and handle confidential information with integrity.

Preferred Skills:

- Exposure to digital transformation in financial services or fintech platforms.

- Experience working with US-based financial advisors or Registered Investment Advisors (RIAs).

- Familiarity with investment risk profiling tools and frameworks.

Why Join Us?

- Be part of a growing fintech-focused team at the intersection of technology and finance.

- Work with global clients and gain exposure to advanced wealth management practices.

- A collaborative, entrepreneurial culture with learning and growth opportunities.