Research Analyst

INDWealth is looking for a Financial Research/Portfolio Analyst with an experience of minimum 2 years. The individual will be a part of the advisory team and will work as a connection between wealth managers and tech team to develop various interesting investment research & portfolio analysis techniques. He/she will work on various data tools to develop & test the research hypothesis and develop actionable insights.


  • 2-4 years of Financial Research/Portfolio analysis/Investment product management experience;
  • Knowledge of Financial markets and various products traded in these markets;
  • Bachelor’s Degree in Finance/Economics, Masters will be preferred;
  • Strong analytical and problem-solving skills in relation to financial data management;
  • Strong communication skills, must be able to translate difficult-to-understand financial coefficients/data to other teams;
  • Familiarity with tools and databases like Bloomberg, Reuters, and Capitaline.


Key Responsibilities

  • Preparing and explaining detailed market reviews and investment outlook;
  • Tracking macro-economic and regulatory indicators and providing high-quality insights and recommendations;
  • Working with various stakeholders to understand dynamics and develop recommendations on relative opportunities across various sectors/countries;
  • Assisting the wealth advisors with analysis of clients existing portfolio and new products;
  • Conducting continuous due diligence of existing products and bringing new products to the tool;
  • Aiding in the planning, analysis, and development of new product offerings;
  • Generating ideas & processed to improve the existing models on a continuous basis to make it more robust and automated;
  • Constantly thinking like an entrepreneur and creating ways to make advisory smart, dynamic and scalable;