Trainee Investment Analyst

Job Description

Bandra-Kurla Complex (BKC), Mumbai Freshers Welcome | Full-Time | ₹14 LPA + Benefits Step into the world of global finance — from the heart of Mumbai’s financial district. We are hiring Trainee Investment Analysts to support our UK-based clients with world-class research, advisory, and investment insight. What This Role Offers A 3-month structured training and induction programme to prepare you for real-time client interaction Exposure to UK financial regulations, client portfolios, and wealth strategies Direct involvement in client advisory, reporting, and portfolio analysis from day one Key Responsibilities Work closely with UK clients, supporting their investment goals and financial planning needs Conduct equity, fixed-income, and fund research tailored to UK investment products and regulations Prepare comprehensive investment reports, risk analyses, and asset allocation reviews Monitor UK and global market trends, providing timely insights to the advisory team Liaise with senior analysts and relationship managers to help deliver bespoke financial advice Ensure full compliance with UK regulatory standards in all client-facing materials and communication Candidate Profile We welcome ambitious freshers with: A degree in Finance, Economics, Accounting, or related fields Strong English communication skills — both written and verbal Excellent attention to detail, numerical ability, and research orientation Willingness to learn UK regulations and work in a client-facing environment Certifications CFA Level 1 (completed or in progress) Familiarity with UK regulatory frameworks is a strong advantage Compensation & Benefits ₹14 lakh per annum + performance-based bonuses Mentorship by UK-qualified investment professionals Health insurance and professional development support Hybrid work flexibility after initial training If you're ready to build a high-impact investment career with international exposure — starting right here in Mumbai’s BKC — this opportunity is for you. Apply now and become a trusted partner to UK investors. Show more Show less