Finance Assoicate

Location: Jubilee Hills, Hyderabad 

(5 days/week In-office, with scope of hybrid mode)

Duration: Full time with 3-month internship 

(₹25,000/month stipend; to be revised post-internship, based experience/performance)

Who We Are

Cycas Investment Advisors is a SEBI-registered, fiduciary investment advisory firm that provides wealth management solutions to high-net-worth individuals, family offices, and their businesses. We focus on personalized portfolio advisory, asset allocation, and compliance — with deep research and client trust at the core of our work.

As a lean and execution-focused team, we provide early-career professionals with direct exposure to real-world investment research, family office operations, high-net-worth individuals (HNIs), and some of India’s most respected fund managers. The role offers a rigorous, high-responsibility environment with significant learning opportunities.

Role Overview: Finance Associate

We are looking for a detail-oriented, self-motivated individual with relevant background in finance or accounting – who will work with direct guidance of the Chief Investment Officer (CIO), contributing to a wide range of research and operational projects of high-net-worth client portfolios.

This is not a sales or client-facing role. Instead, the emphasis is on high-quality financial operations, investment research and compliance, Excel-based reporting, and working alongside the CIO on a wide range of research and operational projects.

Key Responsibilities

·       Maintain and organize investment and compliance records for all clients.

·       Work with client-side legal and tax advisors to ensure financial and compliance documentation is accurate and up-to-date.

·       Conduct detailed investment research across equity, debt, PMS, AIFs, and global investments.

·       Perform fund accounting, portfolio reconciliation, and data processing on Excel.

·       Track client portfolios and assist in preparing quarterly reviews and presentations.

·       Summarize policy, fund, or regulatory updates relevant to portfolio investments.

Ideal Candidate Profile

Education: Semi-qualified CA / Tier-2 MBA (Finance) / Graduate with 1–2 years of relevant corporate work experience in research roles in finance, and/or compliance and audit.

Technical Skills:

·       Strong proficiency in Excel, Word, PowerPoint.

·       Familiarity with lookup functions, pivot tables, formatting & error-checking.

·       Prior exposure to compliance, investment reporting, or corporate finance.

Work Ethic & Mindset:

·       High attention to detail — eye for error recognition and correction.

·       Comfortable working independently, structuring projects, and meeting own deadlines.

·       Excellent written (and oral) communication and ability to summarize complex concepts clearly.

·       Strong sense of ownership and interest in investment research.

What You’ll Gain

·       First-hand exposure to HNI financial strategy and portfolio structuring.

·       Direct mentorship from the CIO.

·       Opportunity to interact with external fund managers and advisors.

·       Fast-track to long-term, high-responsibility roles with strong growth prospects.

·       Possible hybrid work arrangement post achieving performance benchmarks.

How to Apply

Send your resume, along with short cover letter (max 200 words), and samples of past research (Excel projects, reports, presentations, etc.).