Description:

Investment Analyst (Wealth Advisory Support)

Experience: 2 - 5 Years

Location: Gurgaon

Industry: Wealth Management / Asset Management (AMC)

Education: PG / Masters Degree (MBA Finance, CFA, or equivalent)

Role Summary:

We are seeking a high-caliber Investment Analyst to join our founding team in Gurgaon. Backed by one of Indias top 20 industrial houses, we are building a next-generation wealth management company focused on transparency and analytical excellence. In this role, you will act as the "Analytical Engine" for our Relationship Managers (RMs), providing deep-tier research, portfolio simulations, and execution support. You will be responsible for translating complex market data into jargon-free advice across Mutual Funds, PMS, and Alternate Investment Funds (AIF). The ideal candidate is a service-oriented professional with a "Team-First" attitude, high ethical standards, and a passion for technology-driven portfolio construction.

Responsibilities:

- Advanced Portfolio Analytics: Generate comprehensive portfolio reviews and rebalancing reports, ensuring client allocations remain aligned with their risk profiles and financial goals.

- Proposal Simulation & Design: Create data-driven investment proposals and simulations, utilizing historical performance data to project potential outcomes for prospective clients.

- Market & Product Research: Conduct ongoing research to track the performance of various funds, identifying emerging risks and high-conviction opportunities within the Mutual Fund, PMS, and AIF space.

- RM Enablement & Support: Act as the technical subject matter expert during RM-client calls, providing real-time analytical support and answering complex queries regarding portfolio construction.

- Advisory Execution Quality: Oversee the quality of advisory execution, ensuring that all investment recommendations are backed by rigorous research and documented accurately.

- CRM & Data Governance: Maintain meticulous records within the CRM system, documenting all client advice and investment rationales to ensure audit readiness and continuity of service.

- Risk Monitoring: Proactively identify performance laggards or style drifts in client portfolios, triggering timely rebalancing discussions with the RM team.

- Stakeholder Collaboration: Work directly with the Fund Management team to gain insights into house views and integrate them into client-facing materials.

- Training & Awareness: Simplify complex financial concepts into clear, actionable insights for internal teams and clients, maintaining a "jargon-free" communication standard.

Technical Requirements:

- Analytical Mastery: 2+ years of experience in an investment advisory or analyst role with expert-level MS Excel skills (VBA, Power Query, or advanced modeling is a plus).

- Product Knowledge: Deep understanding of the Indian wealth landscape, specifically Mutual Funds (MF), Portfolio Management Services (PMS), and Alternate Investment Funds (AIF).

- Portfolio Metrics: Strong grasp of portfolio risk-return metrics such as Sharpe Ratio, Beta, Standard Deviation, and XIRR.

- Tech Affinity: High comfort level with CRM platforms and modern wealth-tech tools for portfolio tracking and research.

Preferred Skills:

- Certifications: Progress towards CFA (Level 1 or 2) or NISM Series X-A/X-B (Investment Adviser) is highly desirable.

- Founding Mindset: Experience working in a startup or a fast-paced "founding team" environment.

- Writing Skills: Ability to draft structured research notes and professional investment proposals.

Core Competencies:

- Result Driven: A focus on high-quality advisory execution and timely delivery of analytics.

- High Empathy & Ethics: A non-transactional approach that prioritizes the client's long-term financial health over aggressive selling.

- Responsive Collaboration: Ability to build strong work relationships with RMs and provide quick, accurate responses to client needs.

- Documentation Discipline: Exceptional attention to detail in record-keeping and regulatory compliance.