Job Title

Investment Analyst

Job City

Chennai

Company Profile

Marina Wealth was started in 2012 to provide investment services for families. The two founders are from a professional background (CA and IIM MBA) and we work with 300+ families across the globe. We always keep the customer’s interest first in all our initiatives. We pride ourselves on providing an excellent learning experience for our employees and a good work-life balance.

Job Profile & Responsibilities

• Own the customer review process (co-ordinate to set up the review meeting/prepare the review report/follow up for action items)
• Create financial reports for new customers covering goals, status updates
• Prepare reports covering analysis of mutual funds (including portfolio, performance, industry changes), life and health insurance
• Support partners in additional research activities covering the financial markets, mutual funds, and other products
• Write product summary reports on an ongoing basis

Prefered Qualifications

Graduate or Post-Graduate with a Finance background (B.Com/BBA/BA (Eco), MBA/MFM). Additional industry certifications like AFP/CFP/NISM will be an added advantage.

Desired Candidate Profile

• 2-5 years of relevant experience in wealth management, mutual funds, capital markets in an analyst/research role is preferred
• Proficiency in using MS Excel
• Strong communication skills (written and oral) in English is a must
• Experience in software in the Wealth Management industry and exposure to online execution platforms like NSENMF, BSE Star, and MFU would be a plus.
• Sound understanding of financial products like MFs, Bonds, and equity markets
• Willingness to learn new concepts with a passion for personal finance

Additional Details

Job Location – Chennai

Salary Range

As per Industry Standards

How to Apply

kvprasanna@marinawealth.com