Research Analyst

At the 1% Club,our mission is simple:

To help our clients achieve financial freedom through holistic financial planning, investment advisory, and wealth management solutions.To deliver conflict-free advice backed by deep research, strong governance, and robust processes.To empower individuals with clarity and confidence in every financial decision they make.With a growing community of forward-thinking individuals, The 1% Club is redefining personal finance in India by providing end-to-end financial planning services under a transparent and fiduciary framework.

Core Responsibilities

• Advise clients on equity investment strategies based on detailed analysis of company financials, market trends, and sector performance.
• Conduct research to identify investment opportunities and threats, keeping clients informed of significant market developments
• Monitor and report portfolio performance; recommend portfolio adjustments as needed
• Ensure compliance with regulatory standards (such as SEBI guidelines), and uphold ethical practices in every advisory interaction.
• Educate clients about risk management, asset allocation, and diversification to help them achieve their investment goals
  

Key Skills And Qualifications

• Bachelor's degree in Finance, Economics, Business or a related field
• Certification such as NISM Series XV or SEBI-registered advisor credential
• In-depth knowledge of Indian & US equity markets and analytical techniques (fundamental as well as technical.).
• Excellent communication, presentation, and relationship management skills.
• Candidates undergoing/ cleared CMT course are preferred.
  

Preferred Experience

• No bar. Freshers having a personal verified PnL are welcome.
  

Life at the 1% Club:

Founded by Sharan Hegde (linkedin.com/in/sharanhegde95) and Raghav Gupta (linkedin.com/in/raghavgupta01), company culture is cantered around creativity, innovation, and teamwork, and we value our employees as much as we value our audience. We provide a fun and inclusive work environment with opportunities for growth and development.And if that's not enough, we also offer a competitive salary and a chance to work on exciting projects that challenge you to think outside the box and push the boundaries of what's possible. So if you're a social media savvy personal finance enthusiast looking for a cool place to work, join our team and be part of our mission to educate and empower India to take control of their finances. Don't miss out on the opportunity to be a part of a talented and dedicated team working towards a common goal.

Apply now to join our team!

Skills: cmt,communication,presentation,nism series xv,risk management consulting,sebi-registered advisor credential,business,economics,relationship management,asset allocation,finance