PI Advisors - Research Analyst - Wealth Management

About Us:

PI, India's First SuperMoney App, is a fintech startup providing financial advisory and wealth management services to retail clients. PI is founded by a former Investment Banker with a decade of experience with top financial services companies in India. He is an IIT/IIM alumnus with a CFA- charter and has an extensive experience in fund raising through capital markets, private equity and M&A.

Role and Responsibilities:

- Research securities of target industries and companies to provide investment recommendations, collect and interpret company data to facilitate recommendations

- Research on various investment products like stocks, mutual funds, insurance, NPS, PF etc. to analyse appropriateness for client recommendations- Develop and write research reports, presentations and publications to be presented to management or clients

- Financial modeling: input data into proprietary financial models to create charts, dashboards and supporting material

- Coordinate with and support Investment Advisors in research, data and presentations to help retail clients build and manage a comprehensive financial plan. This will include risk profiling, financial capacity analysis and developing detailed plan for clients.

- The role requires sound understanding of capital markets (including mutual funds), macro economy, and other financial instruments like insurance, fixed deposits, loans, taxation, NPS, real estate etc.

- Educate clients regarding various available options and developing a personally curated financial plan in agreement with the client.

- Executing, tracking, monitoring and rebalancing client's portfolio for required changes. Maintain proper documentation of the suggestions given to client and actions subsequently taken.

- Maintain an up-to-date knowledge of various investment products available and other financial products mentioned above. Sound knowledge of regulatory changes which impact investment decisions and financial planning

- High quality service delivery to clients along with excellent presentation and communication skills to deliver client presentations and effectively communicate with client on video calls. This would be both online and offline advisory.

- Good knowledge of MS-Excel and MS-PowerPoint

Qualifications and Education Requirements:

- 2 years full time MBA (CA or CFA preferred)

- 4-8 years of relevant work experience

- Client facing personality and industry network are desirable

- Strong interpersonal and effective communication skills (both written and verbal)

- Good team-working skills