Investment Analyst
19 hours ago
About InfinyteInfinyte is a wealth-tech platform offering curated access to high-quality investment opportunities across startup equity, global private markets, pre-IPO shares, public strategies, and alternative assets.Founded in 2022, we’ve been building liquidity rails for startup operators and unlocking premium wealth-building opportunities for ambitious investors.Our mission is bold: create a million millionaires by democratizing elite-level investing and expanding access to asset classes traditionally reserved for institutional capital and the ultra-wealthy.We believe the next era of wealth will be built by operators, founders, and creators — and we're building the investment platform to power that shift.About the RoleWe are seeking a high-caliber Investment Analyst to operate across wealth management, private markets, and pre-IPO investing.This role is designed for someone who has worked in wealth management, venture capital, investment banking, or private markets — and wants to operate in a fast-paced environment, close to founders and decision-makers.You will work directly with the founding team to source opportunities, evaluate investments, manage investor relationships, and support strategic product initiatives for the next generation of wealth builders.Key ResponsibilitiesDeal / Investment- Source and evaluate investment opportunities across startup equity, pre-IPO shares, and alternative assets - Analyze business models & financials, build investment memos, and present recommendations - Manage deal execution end-to-end (sourcing → diligence → legal → closure) - Track portfolio performance, including pre-IPO positions through exit events such as IPOs or secondaries - Provide periodic portfolio updates & reporting to investorsInvestor Relations- Engage with angel investors, VCs, CXOs, family offices, and operator-investors - Run demand generation initiatives to onboard qualified investors - Support demo days, founder sessions, investor education series & community events - Maintain strong founder & stakeholder relationships across the ecosystemWealth Product Research & Strategy- Evaluate traditional & alternative wealth products: structure, performance, risk, suitability - Integrate investor feedback into product development and category expansion - Coordinate with internal teams to build & scale new investment products - Forge strategic ecosystem partnershipsGrowth Initiatives- Build high-quality research decks, investor reports & market insights - Support GTM, partnerships, and business development initiativesThe Ideal Candidate- CFA / MBA / CA preferred - 3–5 years experience in wealth management, VC, IB, startup investing, or alternative assets - Exceptional academic & communication skills - Passion for fintech, investing & private markets - Analytical, structured thinker comfortable with ambiguity - Strong with Excel & PPT; SQL or data experience is a plus - Self-starter, outcome-oriented, entrepreneurial mindset - High trust, low-ego collaboratorBonus- NISM / PMS / AIF certifications (or willingness to complete within 3 months) - Strong network in startup / VC / tech ecosystem - Prior experience in a fast-paced startup or investment environmentBest Things About the Job- Work on a category-defining wealth platform tackling a globally unsolved problem - Immense learning, ownership, and career acceleration — early-stage seat - Direct access to founders, operators, investors, and high-energy problem solvers - Culture of excellence: we move fast, we think long-term, we have fun building
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