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Posted:5 days ago| Platform: Linkedin logo

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Job Description

Analyst - Wealth Management

If you're someone who enjoys turning data into decisions, markets into insights, and client needs into smart investment strategy — this role is for you.

Join our Wealth Management team and work alongside seasoned professionals on high-impact mandates across HNI, UHNI, and Family Office clients.

What you'll get to do:

  • Deep-dive into multi-asset research and market trends
  • Build and maintain model portfolios with real portfolio impact
  • Analyze client portfolios and deliver sharp, actionable insights
  • Collaborate with product teams and support client meetings
  • Prepare proposals, reports, and notes for senior stakeholders
  • Gain visibility in client conversations and strategic reviews

We're looking for someone who:

  • Brings 2–3 years of experience in wealth/equity research
  • Has strong analytical, Excel, and presentation skills
  • Understands investment products and portfolio dynamics
  • Is proactive, structured, and eager to grow
  • Holds an MBA (Finance), Inter CA/CA — NSIM certifications preferred


This role offers more than analytics — it's your gateway to strategic exposure and client-facing responsibilities in the wealth space.

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