Investment Analyst - CA

Investment Analyst.

Location: Bengaluru.

Job Overview:

We are hiring for our client, an exciting and rapidly growing fintech company that has recently raised $25 million in seed funding.

This is an exceptional opportunity to join a well-funded organization with a bold vision to serve the global banking needs of mass affluent resident Indians.

In this role, you will be responsible for researching market trends, curating investment portfolios, identifying new fund opportunities, and creating personalized investment strategies for clients.

The company is committed to providing innovative, data-backed financial solutions to clients seeking to diversify their investment portfolios globally or build dollar-denominated assets for educational purposes.

Roles and Responsibilities:

Market Research & Trend Analysis:

- Conduct comprehensive research to analyze trends in the financial markets, focusing on investment opportunities and education financing.

- Stay updated on global economic, market, and industry developments to provide actionable insights for the company's investment strategies.

- Identify emerging financial opportunities in line with the clients' objectives and the overall vision of the company.

- Create and publish financial content and research blogs to engage with clients and establish thought leadership.

Portfolio Curation & Investment Strategy:.

- Develop investment portfolios based on client risk profiles, financial goals, and data-driven insights.

- Build personalized investment plans that balance risk and return according to client timelines and objectives.

Data Analysis & Reporting:.

- Collect and analyze large datasets to evaluate market conditions, securities performance, and investment viability.

- Provide regular reports to the leadership team and investment committee with clear, actionable recommendations.

Basic Qualifications:.

- A qualified Chartered Accountant (CA) is mandatory.

- A minimum of 4-5 years of relevant work experience in equity research, investment analysis, or a similar role within wealth management firms, private equity, or asset management companies.

- Proven experience in managing and curating investment portfolios and strategies.

- Advanced Excel skills required; experience with VBA, Macros, SAS, or Python is a plus.

- Strong analytical and research skills with the ability to evaluate financial data and market trends.

- Experience in developing personalized investment portfolios based on clients' financial goals and risk tolerance.

- Exceptional attention to detail and data accuracy.

- Strong verbal and written communication skills, including experience with investment presentations and reports.

- Proficient in Excel and PowerPoint.

Additional Details:.

Location: Bengaluru (Work from Office).

Competitive salary aligned with market standards.

Wealth creation opportunity through ESOPS.

This is a unique opportunity to be part of a well-funded fintech firm with an innovative approach to financial services.

If you are eager to join a rapidly growing organization and make an impact, this is the ideal position for you.