Research Trainee

Company Overview

iVentures Capital

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Research Trainee

Key Responsibilities

• Analyse global markets, funds, and macro trends, and contribute to weekly research notes

• Support model portfolio creation, reviews, and updates

• Track a curated list of listed and unlisted equities and present insights

• Assist in preparing client presentations, acquisition decks, and research-driven content

• Learn and contribute to marketing workflows like email outreach, WhatsApp communication, and LinkedIn automation

• Use data tools to build knowledge-backed presentations and reports

• Work with visual tools to create charts, summaries, and simplified data views

• Contribute to MIS tracking and lead-support initiatives across teams

Qualifications:

• Bachelor’s degree in Finance, Economics, or related fields

• CFA Level 2 completed (mandatory)

• Solid understanding of financial markets, asset classes, and investment products

• Strong analytical and quantitative abilities

• Comfortable with financial modelling, data interpretation, and charting tools

• Hands-on with Excel (advanced functions), PowerPoint storytelling, and data visualization concepts

• Familiarity with market research platforms, screeners, dashboards, and AI-assisted research tools

• Excellent command over written and spoken English, with the ability to articulate complex ideas clearly and concisely

• Bonus: Exposure to graphic tools for decks and reports

• Naturally curious, driven, and eager to learn by doing

What to Expect?

• A collaborative environment with exposure to senior management and advisors.
• Hands-on experience with advanced platforms and financial technologies.
• Structured growth opportunities in a dynamic wealth management setup.
• Continuous learning across operations, compliance, and product domains.

This role is strictly for recent college graduates who have completed CFA Level 2. Only candidates meeting all the listed criteria should apply.

📍 Location: Gurgaon