Investment Research Associate

3 weeks ago

Bengaluru, India Epifi Technologies Full time

About epiFi

**Who we are**:Simply put, a neo-bank startup for digital natives. Our mission is to help our users demystify their finances, maximize their savings and spend intelligently. We are building a highly secure financial ‘hub’ - a savings account that offers debit cards and allows you to consolidate your finances in a single intuitive view.

**Who we’re looking for**:Exceptional, innovative people If you’re passionate about building delightful user experiences, driven to always do the right thing and hungry to impact millions of lives, chat with us

**Why you should work with us**:We are committed to always doing the right thing, both for our team and users. We are a positive, transparent and inclusive community that celebrates success together, encourages bias for action and recognizes individual brilliance. We are ambitious and want everyone thinking ‘impact and growth’. Our work environment is fun and more — it is human, nimble and business-like.

With rich experience in the world’s leading tech companies and banks, we deeply and equally understand both the ‘fin’ and ‘tech’ in fintech. With funding from leading global VCs, we’re in pursuit of a fantastic experience for both our consumers and colleagues.

**What this role is about: Investment Research Associate**

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 two 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

**Some Specific skills / certifications / exp 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 4 years+ in financial markets including equity, fixed income, mutual funds, etc.**:

- Experience with technology platforms is highly preferred.
- Good to have: NISM Certified (NISM Series XA,XB)

**Bonus** (highly preferred)- Understand DeFi, NFT, Blockchain, Layer 2 blockchain, tokens, Web3 and other such jargon
- Worked at a fintech startup or are an avid reader of behavioural finance / consumer psychology
- Take home research assignment. This one is a mandatory step in the assessment process. Typically, this would take about a day or two.
- Once we have received your assignment and if the reviewing team shortlists the same for further rounds, expect to have at least 3-5 rounds of discussions with our investments, strategy and founding teams.
- We are currently functioning remotely and can work from anywhere. We will continue to be remote till it is safe for everyone to return to work & we fully reopen our office in Bangalore.
- 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._

  • Investment Associate

    4 weeks ago

    Bengaluru, India Dezerv Full time

    The Investment Associate would be responsible to pick top investment opportunities and carry out evaluation, research and diligence of opportunities in the private market. **What you are expected to do?**: - Understand, evaluate and research new industries and companies using various sources of data and information such as market reports, company...

  • Investment Analyst

    1 day ago

    Bengaluru, India Smilegate Investment Full time

    About Smilegate:Since starting as Smilegate Investments in 1999, we have positioned as a top-tier VC based on various investment experiences and skills. The history of Smilegate Investment is the history of Korea’s venture capital investment.We have found new industries and companies that will lead our future in the times of venture boom as well as in the...

  • Investment Risk Associate

    4 weeks ago

    Bengaluru, India WELLS FARGO BANK Full time

    **About this role**: Wells Fargo is seeking an Investment Risk Associate... **In this role, you will**: - Provide focused oversight of significant fiduciary and investment risks for the company and its customers. Responsible for measuring and analyzing the client's portfolio risk, model portfolio risk, fiduciary and investment related product risk, and...

  • Clinical Research Associate

    3 weeks ago

    Bengaluru, India MS CLINICAL RESEARCH Full time

    Job Title: Clinical Research Associate (CRA)Company: MS Clinical Research Pvt LtdAbout Us:MS Clinical Research (MSCR) is a leading clinical research organization dedicated to advancing scientific discovery and improving healthcare outcomes. We are committed to conducting high-quality clinical trials and contributing to the development of innovative medical...

  • Clinical Research Associate

    3 weeks ago

    Bengaluru, India MS CLINICAL RESEARCH Full time

    Job Title: Clinical Research Associate (CRA)Company: MS Clinical Research Pvt LtdAbout Us:MS Clinical Research (MSCR) is a leading clinical research organization dedicated to advancing scientific discovery and improving healthcare outcomes. We are committed to conducting high-quality clinical trials and contributing to the development of innovative medical...

  • Clinical Research Associate

    3 weeks ago

    Bengaluru, India MS CLINICAL RESEARCH Full time

    Job Title : Clinical Research Associate (CRA) Company : MS Clinical Research Pvt Ltd About Us : MS Clinical Research (MSCR) is a leading clinical research organization dedicated to advancing scientific discovery and improving healthcare outcomes. We are committed to conducting high-quality clinical trials and contributing to the development of innovative...

  • Clinical Research Associate

    6 days ago

    Bengaluru, Karnataka, India Clini launch Research Institute Full time

    **About us** We are professional, agile and professional. Our work environment includes: - Modern office setting - Food provided - Modern office setting **Job Overview**: We are seeking a highly motivated and detail-oriented _**Clinical Research Associate**_ to join our team. As a _Clinical Research Associate,_ you will play a crucial role in supporting...

  • Associate - Investments

    4 weeks ago

    Bengaluru, India Emprego IN Full time

    **ABOUT OMIDYAR NETWORK INDIA**: Omidyar Network India (ONI) is an investment firm focussed on social impact. We invest in bold entrepreneurs who help create a meaningful life for every Indian. We work with entrepreneurs in the private, non-profit and public sectors, who are tackling India’s hardest and most chronic problems. We invest in startups and...

  • Financial Research Associate

    4 weeks ago

    Bengaluru, India Wint Wealth Full time

    **Financial Research Associate** **About us**: Wint Wealth has been created to revolutionize the fintech industry by democratizing debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's...

  • Clinical Research Associate

    4 weeks ago

    Bengaluru, India Clini launch Research Institute Full time

    **Job Overview**: As a Clinical Research Associate (CRA), your primary responsibility is to ensure the smooth and ethical conduct of clinical trials. You will be responsible for monitoring and managing clinical trial sites, ensuring compliance with protocols, regulations, and company procedures. CRAs play a crucial role in safeguarding the rights and...

  • Research Associate

    3 days ago

    Bengaluru, India m360 Research Full time

    Job DescriptionHiring French Speaking candidates, who is willing to work from Bangalore location in office. Willing to work in US EST hours - Indian Night Shift (6:00 PM IST to 3:00 AM IST).Job DescriptionThe Associate is a highly motivated, excellent communicator and personable professional that focuses on recruiting French speaking market research...

  • Gd Simplification

    7 days ago

    Bengaluru, Karnataka, India State Street Corporation Full time

    GD Simplification (Investment Analytics) - Associate **Who we are looking for** **What you will be responsible for** As **GD Simplification (Investment Analytics) - Associate 2, **you will: - Engage across various initiatives, provide analysis and testing relating to technical and operational aspects of the business product - Review and analyze system...

  • Research Associate

    3 days ago

    Bengaluru, Karnataka, India m360 Research Full time

    **Company Description** About m360 Research**: m360 Research is a full-service market research agency specializing in the healthcare space. Our proprietary panels include over 1 million physicians across 75 specialties in addition to substantial communities of allied HCPs, and payers. Founded in 2004, with a strong provenance in technology and innovation,...

  • Investment Compliance- Associate 2

    4 weeks ago

    Bengaluru, India State Street Full time

    Basic Purpose of Job: To perform various Investment Compliance tasks in support of SSgA portfolios managed in North America, Europe and Asia Pacific. Key Responsibilities: - Assist regional SSgA offices in North America, Europe, and Asia Pacific by performing various Investment Oversight tasks associated with Incident Management and surveillance. -...

  • Research Associate

    4 weeks ago

    Bengaluru, India Credora Life Sciences Full time

    Applications are invited for the post of Research Associate in Credora Life Sciences, Bangalore. - Educational Qualification- M.Sc (Biotechnology, Molecular biology, Molecular medicine) with minimum two years of research experience.- Knowledge / Experience- Animal Cell Culture, Protein Chemistry and PCR Based Molecular Biology Techniques

  • Research Associate, Sustainable Agro-ecosystems

    4 weeks ago

    Bengaluru, India Ashoka Trust for Research in Ecology and the Environment Full time

    DescriptionWe are looking to hire 1 Research Associate to work with ATREE Fellows within the Sustainable Agro-ecosystems research programme. The person would be involved in research to better understand current approaches towards advancing sustainable agricultural land use in India and to identify intervention points for action, consistent with state,...

  • Corporate Finance

    4 weeks ago

    Bengaluru, India BDO in India Full time

    We are looking to hire professionals for corporate finance & Investment space in Deal Advisory Segment.Designation: AssociateExperience: 1 2 YearsPractice: Tech/ ITESLocation: BangaloreEducation - Post Graduate from reputed B-school OR CA / CFAKey Roles & Responsibilities· Work on Private Equity and M&A advisory projects both on sell-side and buy-side of...

  • Research Associate

    4 weeks ago

    Bengaluru, India Selco Foundation Full time

    **Position**: Research Associate (full time, 6 months probation period) **Location**: Bangalore **Starting date**: Immediately **Experience**:2 to 4 years **Travel**:5 days in a month **Application Process**: On Rolling Basis **About the Role & Responsibilities**: - Create frameworks of analysis for studies being conducted - Analyse data using...

  • Senior Research Assistant

    2 days ago

    Bengaluru, India Infiniti Research Ltd. Full time

    Company: Infiniti Research Marketing Solutions Pvt Ltd.Location: Kadubeesanahalli, Bangalore.Designation: Senior Research AssociateJob description: -You will be working on custom market research projects as an individual or as a part of a larger team and will be reporting to a Research Lead/Manager. The following skills are required:Analytical Skills: A...

  • Senior Research Assistant

    20 hours ago

    Bengaluru, India Infiniti Research Ltd. Full time

    Company: Infiniti Research Marketing Solutions Pvt Ltd.Location: Kadubeesanahalli, Bangalore.Designation: Senior Research AssociateJob description: -You will be working on custom market research projects as an individual or as a part of a larger team and will be reporting to a Research Lead/Manager. The following skills are required:Analytical Skills: A...