Investment Research

2 weeks ago

Bengaluru Karnataka, India Epifi Technologies Full time

**Who we are**: Fi is a money management app that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals. On the inside, we’re a deep-tech startup that’s building a highly innovative and secure financial hub for a digital-first generation.

**Who we’re looking for**: Exceptional, innovative people Passionate about delightful user experiences, clear about doing the right thing and hungry to impact millions of lives.

**What this role is about:
As our **Investment Advisor**, you’ll join a tight-knit, collaborative team that cares deeply about helping consumers make right financial decisions and intuitive product experiences.

You will help digitize financial planning, goal setting and micro investments into a seamless technology experience. You care deeply about what's good for the consumer rather than short term commissions and focus on making an impact through data backed decisions. We are looking at bringing the best of financial wisdom to a deep tech platform.

This role is best suited for people who are self-starters, driven by a passion to build something impactful, comfortable operating with a degree of ambiguity, passionate about the core mission, and who hold themselves to a high standard of performance and accountability.
- You have worked as an investment analyst / financial planner for at least five years.
- You are analytical, detail oriented and are obsessed with helping people meet their financial goals
- You are a self-starter that likes to figure things out and problem solve using 1st principles.
- Can articulate with simplicity complex financial strategies (both written and verbal)
- Comfortable in startups and unstructured work environments
- NISM Certified (NISM Series XA,XB)

**Some specific skills /certifications/experience that we are looking for, in this role**:

- One or more of the following: MBA (Finance), CA, CFA, CFP.
- Deep knowledge of Indian, US and other global financial markets
- Understanding of quantitative asset allocation methodologies, portfolio construction and optimisation models
- Awareness of macro themes and ability to generate actionable long term investment ideas and themes
- Understanding of financial planning and modelling
- Awareness of personal financial savings and investment products
- Overall experience of 5 years+ in financial markets including equity, fixed income, mutual funds, etc.
- Experience with technology platforms is highly preferred.
- NISM Certified (NISM Series XA,XB) (mandatory)

Bonus (highly preferred)- Worked at a fintech startup or are an avid reader of behavioural finance / consumer psychology
- We aspire to create an inclusive culture of diverse people not just because it's the right thing to do but because heterogeneity inspires us and is more fun We employ people solely on merit and do not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law._

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