Research Analyst
- Employer
- INDWEALTH
- Location
- Gurgaon (Division), Haryana (IN)
- Salary
- Open to discussion
- Closing date
- Dec 22, 2019
View more
- Job Function
- Economics, Investment Advisor/Consultant, Performance Analysis, Relationship Management, Wealth Management
- Industry Sector
- Asset Management, Fintech/Insurtech, Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder, Passed CIPM Principles, Passed CIPM Expert, CIPM Certificant
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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.
Requirements
- 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;
Company
INDWealth is a full stack Wealth-technology platform targeted at Affluent and HNI families. The platform leverages machine learning (ML) to provide a one-stop solution for a family to organize and manage their investments, loans & taxes. This, in turn, enables us to provide a financial future to a family and recommend actions to improve their future cash flows.
INDwealth is a product of the parent entity Finzoom Investments, founded by Ashish Kashyap, a technology entrepreneur who previously founded ibibo Group (Goibibo, redBus, PayU India) and was also Google India’s first Country Head. We are backed by foreign institutional investors and have already secured a funding of $31Mn. INDwealth is the first application released by the company that targets the upper end of the wealth pyramid. We are also building FinTech services and unique applications that target the millennials and the middle end of the pyramid.
- Website
- https://www.indwealth.in/
- Telephone
- 9654562843
- Location
-
205, Second floor, suncity success tower
Sector 65, golf course ext
GURUGRAM
GURUGRAM
HARYANA
122018
IN
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