Investment Specialist

Wealth Research Analyst – Mutual Funds, PMS & AIF

📍 Gurgaon | 🧠 2–4 Years Experience | 💼 Full-Time | 🌐 SBNRI

Join SBNRI, a cutting-edge wealth-tech platform transforming how NRIs invest globally. We're seeking a market-obsessed Research Analyst with deep expertise in Mutual Funds, PMS, and AIFs to fuel our data-driven advisory engine.

What You’ll Do:

• Dive deep into MF/PMS/AIF products and market trends
• Decode complex financial instruments into actionable insights
• Build high-impact research reports and model portfolios
• Leverage tools like Morningstar, PMS Bazaar, etc. for analysis
• Collaborate with product, advisory & tech teams on research-led innovation
• Stay sharp on SEBI/RBI updates & macro trends
• Prepare detailed research reports, fund comparisons, and investment recommendations.
• Assist in building investment strategies aligned with client risk profiles and market outlook.
• Maintain up-to-date knowledge of regulatory changes (SEBI, RBI, etc.) impacting investment products.
• Engage in periodic fund manager interactions, webinars, and industry events to gather insights.

What You Bring:

• 2–5 yrs experience in investment/wealth research
• Passion for markets, data, and fintech disruption
• CFA/MBA/CA preferred
• Tech-savvy mindset with strong analytical skills

🚀 Be part of India’s fastest-growing NRI wealth-tech revolution. Apply now!