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Trainee Investment Analyst

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Mumbai, Maharashtra, India Investment Banking Jobs Full time

Bandra-Kurla Complex (BKC), Mumbai

Freshers Welcome | Full-Time | ₹14 LPA + Benefits

Step into the world of global finance — from the heart of Mumbai's financial district. We are hiring Trainee Investment Analysts to support our UK-based clients with world-class research, advisory, and investment insight.

What This Role Offers

  • A 3-month structured training and induction programme to prepare you for real-time client interaction
  • Exposure to UK financial regulations, client portfolios, and wealth strategies
  • Direct involvement in client advisory, reporting, and portfolio analysis from day one
Key Responsibilities
  • Work closely with UK clients, supporting their investment goals and financial planning needs
  • Conduct equity, fixed-income, and fund research tailored to UK investment products and regulations
  • Prepare comprehensive investment reports, risk analyses, and asset allocation reviews
  • Monitor UK and global market trends, providing timely insights to the advisory team
  • Liaise with senior analysts and relationship managers to help deliver bespoke financial advice
  • Ensure full compliance with UK regulatory standards in all client-facing materials and communication
Candidate Profile

We welcome ambitious freshers with:

  • A degree in Finance, Economics, Accounting, or related fields
  • Strong English communication skills — both written and verbal
  • Excellent attention to detail, numerical ability, and research orientation
  • Willingness to learn UK regulations and work in a client-facing environment
Certifications
  • CFA Level 1 (completed or in progress)
  • Familiarity with UK regulatory frameworks is a strong advantage
Compensation & Benefits
  • ₹14 lakh per annum + performance-based bonuses
  • Mentorship by UK-qualified investment professionals
  • Health insurance and professional development support
  • Hybrid work flexibility after initial training

If you're ready to build a high-impact investment career with international exposure — starting right here in Mumbai's BKC — this opportunity is for you. 

Apply now and become a trusted partner to UK investors.