Business Investment Analsyst

Position: Business Investment Analyst

Experience Required: 3-5 Years in Business Investment

Education: Bachelor s degree in Engineering (B. Tech) or MBA in Finance, Economics, Analytics, or related fields.

Location: Bangalore

Compensation: Up to 20 LPA + Incentives (Average 10-30% hike could be provided on the current/previous fixed salary)

Interview Rounds: 3-4

About the Company:

A fast-growing FinTech company focusing on cross-border remittances, USD banking, and global wealth solutions for affluent resident Indians. Backed by leading investors, we are scaling rapidly into savings and insurance markets. Led by a serial entrepreneur and supported by a skilled FinTech team, we are at the forefront of delivering innovative financial solutions for a global audience.

Key Responsibilities:

1. Market Research & Trend Analysis:

   • Conduct in-depth market research to identify financial opportunities.

   • Analyze global trends in education financing and investment markets.

2. Portfolio Management:

   • Design and curate tailored investment portfolios balancing risk appetite and financial objectives.

   • Use data-driven insights and strategies to enhance portfolio performance.

3. Financial Analysis & Reporting:

   • Deliver regular financial reports with actionable recommendations to leadership.

   • Evaluate securities and provide insights on market trends and investment opportunities.

4. Collaboration & Client Interaction:

   • Collaborate cross-functionally with leadership and other departments.

   • Present strategies and financial plans effectively to clients and stakeholders.

What We re Looking For:

• Education: Bachelor s in Engineering (B. Tech) or MBA in Finance or Analytics.

• Experience: 3+ years in investment analysis, private equity, or wealth & asset management.

• Skills:

  • Advanced financial analysis and portfolio management expertise.

  • Proficiency in tools like Excel, VBA, or Python for data analysis.

  • Strong market research capabilities and trend analysis expertise.

  • Excellent communication and presentation skills.

  • Problem-solving mindset with a client-first approach.

Preferred Background:

• Industry Exposure: FinTech, private equity, wealth management, or mutual funds.

• Target Companies: Experience in companies like Anand Rathi, Franklin Templeton, Groww, Deszire, or similar firms.

• Designations: Investment Analyst, Portfolio Analyst, or related roles.

Why Join Us?

• Opportunity to work in a fast-growing Series A-funded FinTech company.

• Collaborative and international work environment with exposure to global markets.

• Competitive salary, performance-based bonuses, and ESOPs.

• Access to professional mentorship and career growth opportunities in wealth management.

• Make a tangible impact in shaping the future of financial investments.

Interview Process:

1. Screening Round & Case Study: Assess experience in investment analysis and problem-solving.

2. Problem-Solving Round: Evaluate mutual fund management knowledge and personal portfolio insights.

3. Final Interview: Management & HR interaction.

Portfolio Management, Excel &Vba, Market Research & Analysis, Communication And Presentation Skills, Problem - Solving Skills