Investment Analyst

Role Description

This is a full-time on-site role for a Invesment Portfolio Manager at Avestar Advisory located in Trivandrum & Mumbai, with an overall experience of 5+ years and experience of 3+ years in investment operations & fund due diligence.

This role will regularly participate in cross-functional teams and interact with multiple departments including Product Management, Marketing, Digital Experience, Sales, Compliance, Legal, Investment Accounting, Investment Operations, and Investment Management. The role requires daily interaction with individual contributors, managers, and directors as well as regular contact with Vice Presidents and other senior leaders. In addition, the role requires frequent contact with external firms including third-party investment management firms, external vendors, and software providers. The role will influence senior managers and directors when making decisions regarding product management and product development opportunities.

Qualifications

• Masters in Finance plus 5-10 years of industry experience
• Knowledge and experience using investment-related software tools such as Morningstar Direct, FactSet, Aladdin, ISS Market Intelligence Simfund Enterprise, Bloomberg, and/or Zephyr StyleADVISOR.
• Five-plus years in the field of marketing or investment management will be considered equivalent to a college degree plus experience.
• FINRA SIE, Series 7 and 63/65 or 66 required or obtained within 180 days of hire/transfer.
• Progress towards an advanced industry designation such as CFA, ChFC, CFP, CIMA, or CLU is preferred.
• Must have strong investment acumen including knowledge of modern portfolio theory statistics.
• Requires strong quantitative and analytical skills, technical knowledge of the asset management discipline, investment product subject matter expertise, strong oral and written communication skills, and the ability to influence others without direct control.

Job Types: Full-time, Permanent

Pay: From ₹800,000.00 per year

Benefits:

• Health insurance
• Leave encashment

Ability to commute/relocate:

• Thiruvananthapuram, Kerala: Reliably commute or planning to relocate before starting work (Required)

Education:

• Master's (Preferred)

Experience:

• total work: 5 years (Required)

License/Certification:

• CA/CFA/CFP or Equivalent qualification? (Required)

Work Location: In person

Expected Start Date: 15/08/2025