Research Analyst

Truemind Capital; New Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A global private wealth management firm in New Delhi seeks an experienced investment research analyst. The role involves conducting deep-dive research on mutual funds and global investment products, monitoring market developments, and supporting client portfolio construction. Candidates should have 2-5 years of experience in investment research, strong analytical skills, and effective communication abilities. This position offers a full-time role working directly with the company's founders.

Qualifications

• Minimum 2 and maximum 5 years in investment research and analysis.
• Good written and spoken English communication.
• Presentable and quick learner with an ownership mindset.

Responsibilities

• Conduct deep-dive research on mutual funds, equities, and global investment products.
• Monitor market developments and macroeconomic indicators.
• Support advisors in portfolio construction and monitoring.

Skills

Critical thinking

Curiosity

Analytical skills

Interpersonal skills

Communication skills

Education

Finance/Marketing

Job description

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A funded, fast-growing Global private wealth management company looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team.

We are looking for an experienced person with a background in investment research & analysis, and an understanding of investment advisory & financial planning.

The ideal candidate should possess critical thinking, curiosity, and the ability to conduct deep research using data from various sources.

Roles and Responsibilities

• Conduct deep-dive research on mutual funds, equities, ETFs, and global investment products
• Monitor international market developments, macroeconomic indicators, and sectoral trends to provide timely insights
• Support advisors in portfolio construction, monitoring, and periodic review of client portfolios
• Act as the research backbone for advisors for other key matters such as taxation, insurance, and portfolio audit
• Ideation, research, and analysis of new investment opportunities for Indian and Global Clients

Candidate Eligibility Criteria

• Education Background: Finance/Marketing
• Work Experience (Yrs): Min. 2 Years & Max 5 Years in investment research and analysis
• Work Profile: Supporting advisors with top-quality research, advisory support and client interaction wherever needed
• Communication: Good written and spoken English communication
• Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset
• No product selling targets. You will be evaluated based on successful investment ideas & quality of research
• Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
• Work from Office Role; Meeting clients face to face when required
• You will be working directly with the founders in the core team

About Truemind: Established in 2014, Truemind Capital is a fee-only, fast-growing & funded Global private wealth advisory firm with unique and high-quality offerings in the investment management industry. Run by professionals from IIT/CFA/CFP background, Truemind is a SEBI Registered Investment Adviser (RIA) that provides professional, unbiased, and personalized investment management solutions at an affordable cost. Truemind does not earn any commissions and therefore provides unbiased quality advice to its clients.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Research, Analyst, and Information Technology

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