Research Analyst
2 weeks ago
A funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team.
We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.
The ideal candidate should possess critical thinking, curiosity, and the ability to conduct deep research using data from various sources.
Roles and Responsibilities:
Conduct deep-dive research on mutual funds, equities, ETFs, and global investment products
Monitor international market developments, macroeconomic indicators, and sectoral trends to provide timely insights
Support advisors in portfolio construction, monitoring, and periodic review of client portfolios
Act as the research backbone for advisors for other key matters such as taxation, insurance, and portfolio audit
Ideation, research, and analysis of new investment opportunities for Indian and Global Clients
Candidate Eligibility Criteria:
Residence: Delhi NCR
Education Qualification: CFA Charterholder/MBA(Finance)/CA
Education Background: Finance/Marketing
Work Experience (Yrs): Min. 2 Years & Max 5 Years in investment research and analysis
Work Profile: Supporting advisors with top-quality research, advisory support and client interaction wherever needed
Communication: Good written and spoken English communication
Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset
Miscellaneous Details:
No product selling targets. You will be evaluated
based on successful investment ideas & quality of researchMon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
Work from Office Role; Meeting clients face to face when required
You will be working directly with the founders in the core team
About Truemind: Established in 2014, Truemind Capital is a fee-only, fast-growing & funded Global private wealth advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP background, Truemind is a SEBI Registered Investment Adviser (RIA) that provides professional, unbiased, and personalized investment management solutions at an affordable cost. Truemind does not earn any commissions and therefore provides unbiased quality advice to its clients.
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