Investment Associate (Trainee)

Location: Andheri (East), Mumbai
Type: In-Office | Fixed Hours

Role Type

This role is for a Trainee (6-month traineeship) with the opportunity to transition into a full-time role if both sides are satisfied.

About Advizur Fintech Private Limited

Advizur Fintech is a tech-driven financial services platform that simplifies money decisions with clean data, AI-powered tools, and plain-English research. Our ecosystem includes calculators, comparisons, and a weekly newsletter designed to make finance clear and actionable.

What youll do (primary responsibilities)

60% — Research, Data & Reports

• Research topics for our tools and content; gather clear notes and reliable sources.
• Keep data updated (fund NAVs/AUM and basic bond/yield info); doublecheck for simple errors.
• Compare mutual funds and fixedincome options using our templates; call out the top 2–3 takeaways.
• Make weekly/monthly reports and dashboards with clean charts and plainEnglish summaries.
• Run basic checks with our internal metrics; flag anything unusual for review.
• Coordinate with the social media agency as the POC: share data, factcheck posts, track approvals and the content calendar.
• Light ops support: keep sheets, folders, and trackers organized and up to date.

20% — Newsletter, Content & Microcopy

• Draft, factcheck, and proof the weekly personalfinance newsletter (snappy intros, crisp takeaways, zero fluff).
• Convert finance insights into simple visuals (Canva/Figma) and short social snippets.
• Write product microcopy (tooltips, CTAs, emptystates) in clear, userfriendly language.

20% — UI/UX with AI

• Create lowfidelity wireframes for pages/tools (home, calculators, flows) using AI tools.
• Run quick A/B copy tests; incorporate feedback into the next iteration.

Skills & Attitude

• Strong communication and note-taking skills
• Fluent in spoken and written English
• Reliable, self-driven, and proactive
• Flexible, collaborative, and receptive to feedback

Eligibility

• Fresh graduates (BMS, BBA, BAF, BFM, etc) with a keen interest in finance and investments.
• This role is not open to experienced professionals.

Job Type: Full-time

Pay: ₹8,000.00 - ₹15,000.00 per month

Benefits:

• Flexible schedule

Application Question(s):

• Are you willing to work on a full - time basis from our office in Andheri East?
• Where do you stay? (Please Mention the City and Pin code)

Language:

• English (Required)

Work Location: Hybrid remote in Chakala, Mumbai, Maharashtra