
Strategic Investment Analyst
1 day ago
We seek a Researcher to join our team in investment research and analysis. The ideal candidate will work closely with our founders and possess a background in mutual fund, equities, ETFs, and global investment products.
Key Responsibilities- Conduct extensive market analysis on international investments.
- Monitor market developments, economic indicators, and sectoral trends to provide timely insights.
- Support advisors in portfolio development, monitoring, and review of client portfolios.
- Act as the research backbone for advisors on taxation, insurance, and portfolio audit.
- Ideate, research, and analyze new investment opportunities for clients.
- 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
- Communication: Good written and spoken English communication
- Soft Skills: Presentable; analytical; good interpersonal skills; quick learner; ownership mindset
About Us:
We are a fee-only, fast-growing, and funded private wealth advisory firm offering unique and high-quality services in the investment management industry.
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