Manager/Senior Manager Investment Analyst

Epsilon Money; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Epsilon Money Group, based in Mumbai, seeks an experienced investment professional to analyze and model financial data, support investment decisions, and construct client portfolios with the product team. You will study market trends, train the sales team, and advise RMs and clients while ensuring regulatory compliance and suitability.

The role emphasizes relationship management, entrepreneurial drive, and growth within wealth management.

Qualifications

• Finance postgraduate or CFA/CFP with 5–8 years of relevant experience.
• Proficiency in ACE Equity/MF and MS-Office; strong analytical and modelling skills.
• SEBI/NISM Investment Adviser exams/license preferred.
• Knowledge of investment regulations.

Responsibilities

• Analyze and prepare client portfolios and assist in portfolio construction/review with product team.
• Study market trends and product performance; update the Sales team on ideas and product updates.
• Provide updates and recommendations to RMs and clients; manage stakeholder relationships.
• Handle ad-hoc queries and deliverables for clients and internal teams.
• Ensure adherence to client and products suitability policy and regulatory requirements.

Skills

Leadership

Integrity

Time management

Interpersonal skills

Structured approach

Professional relationships

Education

Postgraduate in Finance

CFA/CFP

Tools

ACE Equity/MF

MS-Office

Job description

We are Epsilon Money Group (www.epsilonmoney.com) headquartered in Mumbai and with presence in over 12 cities pan India and catering to over ~5,000 customers. We aim to make a difference in the financial space by offering fit-for-purpose and innovative financial solutions for our clients (HNIs, SMEs and Affluent segments). In addition to a strong focus on asset allocation and goal-based solutions supported by robust tech capabilities, we offer a full range of products for Financial Market exposure (MF, PMS, AIF, Stocks, Bonds, Global investments etc.), Loans, Insurance Products and Family office solutions and other permitted offerings.

If you’re looking for a career that will unlock new opportunities, join us and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, we offer opportunities, support and rewards that will take you higher.

Role Context

• Have an aptitude for data crunching and analysis along with knowing the basics of investible asset classes to be able to draw comparative analysis to develop investment models. The role focusses on researching, analyzing, and modelling financial data to support investment decisions.
• Analyze and prepare client portfolios and assist them in the portfolio construction / review process by working with product team to achieve their financial objectives as per client suitability and risk profile.
• Study market trends & product(s) performance, collate research reports, update, and train the Sales team on day‑to‑day investment related information, investment ideas, new product updates etc.
• Provide updates and recommendations to RMs and clients on portfolios. Thus, managing all relationships with internal and external stakeholders.
• Managing deliverables while servicing all ad‑hoc queries and requests.
• Ensure adherence to Client & Products Suitability policy, regulatory standards, and requirements as well as all operating processes relating to the front office.

Qualifications

• The successful candidate should be open to challenges, looking for immense growth professionally and intellectually. Passion towards wealth management is the most important.
• Minimum post-graduate in Finance or CFA/CFP with 5 – 8 years of relevant industry experience.
• Proficiency in ACE Equity/MF, MS-Office, etc. with strong analytical skills and financial modelling ability.
• Candidates who have cleared SEBI/NISM Investment Advisor Exams/hold a license will be preferred.
• Knowledge of relevant regulations pertaining to investment business.

Skills, Abilities And Personality Traits

• Proven leadership abilities, high degree of integrity with strong work ethic; thus, working in a self‑managed, entrepreneurial environment.
• Strong organizational and time management skills to effectively manage multiple investment mandates.
• Excellent interpersonal and communication skills while managing clients.
• Demonstrate ability to work with a structured approach towards defined investment process.
• Ability to develop and maintain professional relationships.

Compensation & Benefits

• Fixed CTC.
• Variable: Based on performance.