Marina Wealth

Chennai 22 Sep 2021

Job Title

Investment Analyst

Job City


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