Research Analyst – Wealth Management & Client Advisory

Primeidea; Vadodara; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Competitive base salary

Performance incentives

Professional growth opportunities

Job summary

Primeidea is seeking a Research Analyst in Vadodara to focus on wealth management and client advisory. The role involves portfolio reviews, mutual fund analysis, and creating educational content to enhance client engagement.

Ideal candidates will have an advanced degree in finance or similar, excellent analytical and communication skills, and experience in wealth management. The firm offers competitive salary, performance incentives, and a collaborative work environment.

Qualifications

• 1 to 3 years of experience in portfolio analysis, mutual funds, or advisory.
• Advanced qualifications required: CFA, MBA or MS in Finance.
• Excellent written and verbal communication skills.

Responsibilities

• Conduct comprehensive client portfolio reviews.
• Analyze clients’ mutual fund and equity portfolios.
• Help clients rebalance and reallocate their assets.
• Create engaging content for financial platforms.
• Build and manage Excel spreadsheets for portfolio tracking.
• Drive client engagement through analytical insights.

Skills

Analytical skills

Communication skills

Portfolio management

Mutual fund analysis

Business development

Education

MS in Finance, MBA in Finance, CFP, CFA

Tools

Excel

PowerPoint

Job description

Position: Research Analyst – Wealth Management & Client Advisory

Location: Vadodara, Gujarat

Industry: Financial Services / Wealth Management

Experience Requirements: 1 to 3 Years (Portfolio Analysis, Mutual Funds, or Advisory)

Role Overview

We are looking for an analytical and highly communicative Research Analyst to join our team in Vadodara! Unlike traditional equity research roles, this position is heavily focused on client portfolio management, mutual fund analysis, and business development. You will play a crucial role in enhancing client engagement by conducting deep portfolio reviews, guiding asset allocation, and producing high-quality financial content. If you are passionate about personal finance, highly proficient in data presentation, and love helping investors optimize their wealth, we would be thrilled to have you on board!

Key Responsibilities

• Conduct Portfolio Reviews: Actively produce and assist with comprehensive client portfolio reviews, ensuring their investments align with their long‑term financial goals and risk appetite.
• Analyze Investment Holdings: Deep‑dive into clients’ existing Mutual Fund and Direct Equity portfolios to objectively evaluate performance, risk metrics, and overall fund health.
• Guide Asset Allocation: Help clients strategically rebalance and re‑allocate their assets across different product categories to optimize returns and manage risk effectively.
• Create Educational Content: Write highly engaging, forward‑thinking content for our financial planning and wealth management platforms so that investors can benefit from clear, actionable insights.
• Develop Investor Presentations: Build and manage comprehensive Excel spreadsheets for portfolio tracking, and design impactful PowerPoint presentations to effectively communicate strategies during client meetings.
• Drive Client Engagement: Act as a bridge between research and relationship management, using your analytical insights as a business development tool to increase client interaction and build lasting trust.

Ideal Candidate Profile

• Advanced Qualifications: An MS in Finance, MBA in Finance, CFP, CFA (or active CFA candidate), or a similar advanced financial profile is required for this role.
• Certifications: Relevant NISM Certifications (such as Investment Adviser / Research Analyst) are highly preferred to align with strict compliance and advisory standards.
• Technical Proficiency: Must be highly capable of understanding and creating complex Excel spreadsheets and crafting professional, engaging PowerPoint presentations for investor communications.
• Industry Experience: Prior experience in wealth management, mutual fund analysis, or portfolio advisory is expected. Traditional equity research report writing is not required.
• Communication & Content Skills: Excellent written and verbal communication skills, with the ability to translate technical financial data into warm, accessible content for our investors.
• Mindset: A client‑first approach with a strong inclination towards business development, relationship building, and maintaining the accuracy required of a professional analyst.

Benefits

• Competitive Base Salary: A strong fixed compensation package that values your advanced qualifications, analytical skills, and presentation abilities.
• Performance Incentives: Attractive variable rewards tied directly to client engagement, successful portfolio restructuring, and business development metrics.
• Professional Growth: A humble, highly collaborative environment where you will work directly alongside veteran wealth management professionals, gaining unparalleled exposure to holistic financial planning.

About PrimeIdea Ventures

We are a forward‑thinking, SEBI‑registered wealth management and investment advisory firm proudly based in Vadodara. Backed by over 17 years of deep‑rooted experience in investment research, we pride ourselves on offering specialized, high‑conviction strategies to our clients. Our comprehensive suite of services ranges from Goal‑Based Financial Planning and Mutual Fund Advisory to niche offerings like ESG Investing and Portfolio Management. We operate with humility, placing our clients’ financial health and long‑term wealth creation at the forefront of everything we do.