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Analyst – Equity Research (Advisory) (Wealth Management)/ 47 days ago

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Job Preference:

Desired Profile

Educational Background

• CFA (Level II) or Master’s degree in Finance, Economics, Business, or related fields

Experience

• 1–3 years of experience in Equity research, investment analysis, or wealth management
• Fresh graduates with strong analytical ability and genuine interest in investing are welcome

Qualification:

Job Description:

Role Context

We are a relationship-led wealth advisory firm advising Ultra HNI clients with long-term investment needs.
The Mutual Fund desk is a core pillar of our investment architecture, responsible for research, portfolio construction support, and ongoing fund monitoring across client mandates.

We are looking to onboard a young, high-agency professional who wants to build deep expertise in mutual funds and grow into a trusted investment advisor over time.

Key Responsibilities

Mutual Fund Research & Selection

• Conduct structured research on equity and passive mutual funds
• Analyse fund strategies, portfolio construction, risk characteristics, and performance across market cycles
• Track fund manager behaviour, style consistency, and deviation risks
• Maintain a recommended fund universe aligned with client objectives

Portfolio Support & Asset Allocation

• Assist in building and reviewing client portfolios using mutual funds as core building blocks
• Anchor asset allocation frameworks through mutual funds (strategic and tactical)
• Evaluate suitability of funds across different client risk profiles and time horizons

Ongoing Monitoring & Reporting

• Monitor fund performance, portfolio drift, and risk metrics
• Flag early warning signals such as style drift, concentration risks, or manager changes
• Prepare concise internal notes and client-friendly summaries

Skills:

Skills & Traits

• Strong analytical and numerical skills
• Comfort with Excel, factsheets, and financial data
• Ability to think long-term and probabilistically about investments
• Clear written communication and ability to simplify complex ideas
• High integrity, curiosity, and willingness to learn from feedback

This role is:

• A foundation role for becoming a strong investment professional
• Deeply analytical with real exposure to client portfolios
• Focused on long-term wealth creation, not short-term product pushing

Growth Path

• Short term: Become the internal expert on mutual fund research and monitoring
• Medium term: Take ownership of portfolio construction and client allocation support
• Long term: Grow into a senior investment advisor or product specialist role within the firm

Why Join Us

• Direct exposure to real client portfolios and decision-making
• Strong mentorship and learning curve
• Long-term career path in wealth management
• Culture that values clarity, discipline, and investor-first thinking