Research Analyst

Company Overview:

iVentures is a trusted partner in life's financial pursuits. As a 20-year-old SEBI registered wealth management firm, we are honored to design life and legacy solutions for over 850 affluent relationships and manage assets worth Rs 1200+ cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, etc.

Visit our website for more information - www.iventurescapital.in

Research Analyst

Key Responsibilities:

• Conduct in-depth analysis of global markets and funds and provide weekly reports.
• Provide portfolio recommendations and periodic reviews aligned with model portfolios
• Maintain and update model portfolios regularly, keeping abreast of market movements and macroeconomic developments.
• Analyze and report on a hand-curated list of stocks in listed and unlisted markets.
• Develop an understanding of marketing tools and techniques, including email marketing, WhatsApp marketing, and LinkedIn automation.
• Support the creation of client-centric presentations and acquisition plans.
• Write engaging blogs and research content for client engagement (AI-assisted writing is an added advantage).
• Engage in data analytics and research to produce knowledge-driven presentations.
• Use graphic tools to create visually appealing reports covering diverse data sets.
• Assist in preparing MIS reports and supporting lead generation initiatives.

Qualification, Skills, and Traits:

• Bachelor's degree in finance or economics
• Completed CFA Level 2
• Good understanding of Financial Markets and Products.
• Excellent understanding of personal finance concepts.
• A command over Graphic Designing
• Strong analytical skills
• Enthusiasm to learn and implement
• Excellent communication & writing skills
• Strong knowledge of MS Office is mandatory NISM XA & XB would be advantageous

What to expect?

• A collaborative environment for holistic development
• Access to world-class knowledge resources and infrastructure
• Access to private discussions with fund managers
• Chance to learn and develop an understanding of different asset classes

Interested? Apply Now!

Location: Gurgaon