Investment Analyst

2 days ago


Bengaluru, India Discoveries Quintessential Full time

Job Title: Investment Analyst

Location: Bengaluru


Job Overview:

As an Investment Analyst, you will focus on researching market trends, curating investment portfolios based on data-backed insights, identifying new fund opportunities, and creating personalized investment plans for clients. This role involves analyzing financial data, researching market dynamics, and offering recommendations to support the mission of providing tailored investment strategies for resident Indians looking to diversify their portfolios globally or build a dollar-denominated corpus for foreign education goals.


Key Responsibilities:

1. Market Research & Trend Analysis:

  • Conduct in-depth market research to analyze trends in the financial sector, particularly in education financing and investment.
  • Stay updated on global economic, market, and industry trends to offer actionable insights.
  • Identify emerging financial opportunities that align with client goals and strategic objectives.
  • Publish blogs and financial content based on research to engage and educate clients.

2. Portfolio Curation & Investment Strategy:

  • Develop investment portfolios based on data-driven insights, client risk profiles, and investment goals.
  • Create personalized investment plans, balancing risk and return according to financial objectives and timelines.

3. Data Analysis & Reporting:

  • Collect and analyze large data sets to assess market conditions, securities performance, and investment opportunities.
  • Provide regular updates to leadership or the investment committee with clear, concise reports and recommendations.


Basic Qualifications:

  • Education: MBA in Finance, Economics, or a related field (specialization in Analytics and Data Science is a plus).
  • Experience: Minimum 2+ years in equity research, investment analysis, or a related role within wealth management, private equity, or asset management firms.


Technical Skills:

  • Advanced Excel skills; proficiency in VBA, Macros, SAS, or Python is a plus.
  • Proven experience in analyzing, managing, and curating investment portfolios and strategies.


Soft Skills:

  • Strong analytical and research skills with attention to detail and data accuracy.
  • Excellent written and verbal communication skills, including experience with investment presentations and reports.
  • Ability to curate personalized investment portfolios based on client needs and risk profiles.


This role offers an exciting opportunity to grow in a dynamic fintech environment and contribute to impactful investment strategies.



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