Investment Research Associate

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._