Investment Analyst

20 hours ago

Bengaluru India Dezerv Full time

Job Description

Dezerv is a house of investing solutions for high net worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led and founded successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitor the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marque firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 13000+ crs of their assets.

Why are we building Dezerv

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, We are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission

We are passionate about helping Indians invest better. We manage investments with active oversight to help both, sophisticated and new investors build long term wealth across various market conditions.

About the role

We are seeking a highly analytical and detail-oriented professional to join the investment analytics team at Dezerv. The role involves supporting advisors and senior management by preparing portfolio reviews, conducting in-depth analyses and building an investment platform that aims to change how Indians think about their money and grow their wealth.

What are we looking for

- Strong understanding of financial markets, investment products across asset classes, asset allocation, and risk management principles.
- Strong analytical and quantitative skills with a solid understanding of investment products, asset allocation, and portfolio construction.
- Proficiency in Excel, PowerPoint, and financial analysis tools; experience with portfolio management software is preferred.
- Ability to work independently and collaboratively in a fast-paced environment.
- 3-5 years of past experience in investment analysis, wealth management, or portfolio management.

What can you expect

- Build customized investment proposals tailored to clients financial goals, including recommendations for equities, fixed income, alternative investments, and more.
- Prepare comprehensive portfolio reviews for large clients and family offices, including customized reports and pitch presentations.
- Collaborate with advisor teams to address client queries related to internal model frameworks, asset allocation, and portfolio actions
- Analyse product performance, capture user feedback to improve user journeys
- Be a part of planning, launching and tracking investment strategies

Who will you work with

- Sripad Panyam, Head of Product (Ex-Urban Company, IIT-D)
- Krishna BS, Head of Engineering (Ex-Coinswitch, Ex-Amazon)
- Adil Siddiqui, Head of Design (Ex-PhonePe, Ex-Simpl)

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