Data Analyst - Investments

Dezerv; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A financial investment platform seeks an Analyst to join their Investment team in Mumbai. In this role, you will develop investment strategies that outperform the market by analyzing financial data and collaborating across teams. Ideal candidates will have at least 2 years of experience in data extraction and analysis, proficiency in Python or R, and familiarity with financial concepts. Strong communication and independent management skills are essential for success in this role.

Qualifications

• 2+ years of experience in data extraction, cleaning, and analysis.
• Proficient in creating reusable codes using Python/R and SQL.
• Ability to independently manage stakeholders and projects.

Responsibilities

• Develop Investment Strategies that consistently outperform the market.
• Analyze financial data and perform data quality checks.
• Work with cross-functional teams to implement data-driven strategies.

Skills

Data extractions

Data analysis

Python/R programming

MS Excel

Power BI/Tableau

Problem solving

Communication skills

Tools

SQL

Snowflake

PostGreSQL

Git

Job description

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc. Our team of experts monitors the performance of portfolios and rebalance them if required to ensure long-term success. We are backed by marquee firms like Premji Invest, Accel, Elevation, Matrix, etc. Since inception, our clients have trusted us with over 15000+ Crs of their assets.

Why are we building Dezerv?

Investing is stressful and emotional. Building & growing wealth is difficult and time-consuming. Most individuals struggle with managing their investments and money. Our goal is to help individuals grow their wealth without the stress, time, and costs involved in a traditional investment. At Dezerv, we are building a platform that leverages our decades of investment expertise to help individuals invest better for their future.

What are we trying to solve/mission?

We are passionate about helping Indians invest better. We manage investments with active oversight to help both sophisticated and new investors build long-term wealth across various market conditions.

What will you do:

This role would be part of Dezerv Investment team. As part of this role, you will help us build Investment Strategies that consistently beat the market. Your primary focus will be in analysing financial data, performing Data Quality checks, statistical analysis, developing financial models and deploying the models into production. An important focus area will be the development of next-generation quant models and decision systems which will enable us to effectively provide recommendations. You will work closely with cross-functional teams to develop and implement data driven strategies - Product, Tech, Sales and Marketing.

Must Have skills:

• 2+ years of hands-on experience with data extractions, cleaning, feature engineering, pre-processing, data analysis and reporting
• Creating reusable codes using Python/R and SQL
• Proficiency in MS Excel, Power BI/Tableau
• Basics of Finance & Investing, familiarity with Stock market & Mutual Funds
• Ability to work independently and manage stakeholders and take end-to-end ownership
• Excellent problem solving and communication skills

Good to have skills:

• Able to build Machine Learning models and familiar with sklearn, statsmodel
• Experience with Snowflake, AWS Athena/S3 or any other cloud-based platform
• Experience with Database Management frameworks like PostGreSQL or NoSQL DBMS like MongoDb
• Knowledge of version control using Git and Github