*Who you are - *****You are a CA, CFA level 1 or Finance graduate with a keen interest in finance. Prior experience working in the wealth industry is a plus, but not mandatory. You should be able to use AI tools to bring your ideas into action, while also re-imagining our client portfolios.
You are a meticulous researcher with a strong background in financial analysis and a passion for staying ahead of market trends. With at least 2 years of experience in financial research and analytics, you possess a deep understanding of investment products and financial markets. You thrive in a fast-paced environment and excel at collecting, analyzing, and synthesizing data to drive strategic decision-making.
You will play a critical role in keeping our company informed about market trends, financial news, and investment opportunities. You will be responsible for collating and analyzing data on the performance of various financial products, including mutual funds, stocks, and other investment vehicles. Your insights will be leveraged by our financial advisors to develop personalized advisory services for our members.
Responsibilities:
- Model Portfolio Creation: Develop model portfolios and strategies for various investor risk profiles, ensuring alignment with their financial goals.
- Research & Analysis: Conduct thorough research and analysis of different asset classes, market trends, and investment opportunities.
- Performance Monitoring: Continuously monitor and evaluate the performance of model portfolios, making adjustments as necessary.
- Client Advisory: Managing client relationships on investment strategies, portfolio management, and risk management. Manage all customer operations and delivery, ensuring advisory and portfolios align with customer goals.
- Technology Integration: Work autonomously to create AI powered tools that can make the existing analysis and review process more efficient.
Skills Required:
- Strong analytical and quantitative skills.
- Proficiency in portfolio management.
- Knowledge of various asset classes and investment strategies.
- Excellent research and data analysis capabilities.
- Strong understanding of risk management principles.
- Experience in building AI products, technology-driven investment solutions is a plus.
- Excellent communication and presentation skills.
- Ability to work independently and as part of a team.
Why Join Us?
- Innovative Environment: Thrive in a creative and dynamic startup setting.