Research Analyst

1 week ago

Gurgaon, Haryana, India iVentures Capital Full time ₹ 10,00,000 - ₹ 30,00,000 per year

Company Overview:

iVentures is a trusted partner in life's financial pursuits. As a 20-year-old SEBI registered wealth management firm, we are honored to design life and legacy solutions for over 850 affluent relationships and manage assets worth Rs 1200+ cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, etc.

Visit our website for more information -

As part of our growth strategy, we are seeking a
Research Analyst

to join our dynamic team of professionals. This role offers an exciting opportunity to contribute to our success and work in a fast-paced and rewarding environment.

Key Responsibilities:

  • Conduct in-depth analysis of global markets and funds and provide weekly reports.
  • Provide portfolio recommendations and periodic reviews aligned with model portfolios
  • Maintain and update model portfolios regularly, keeping abreast of market movements and macroeconomic developments.
  • Analyze and report on a hand-curated list of stocks in listed and unlisted markets.
  • Develop an understanding of marketing tools and techniques, including email marketing, WhatsApp marketing, and LinkedIn automation.
  • Support the creation of client-centric presentations and acquisition plans.
  • Write engaging blogs and research content for client engagement (AI-assisted writing is an added advantage).
  • Engage in data analytics and research to produce knowledge-driven presentations.
  • Use graphic tools to create visually appealing reports covering diverse data sets.
  • Assist in preparing MIS reports and supporting lead generation initiatives.

Qualification, Skills, and Traits:

  • Bachelor's degree in finance or economics
  • Completed CFA Level 2
  • Good understanding of Financial Markets and Products.
  • Excellent understanding of personal finance concepts.
  • A command over Graphic Designing
  • Strong analytical skills
  • Enthusiasm to learn and implement
  • Excellent communication & writing skills
  • Strong knowledge of MS Office is mandatory NISM XA & XB would be advantageous

What to expect?

  • A collaborative environment for holistic development
  • Access to world-class knowledge resources and infrastructure
  • Access to private discussions with fund managers
  • Chance to learn and develop an understanding of different asset classes

Interested? Apply Now

Location: Gurgaon

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