About Klay:
We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. We are seasoned experts across the full suite of wealth management, multi-family office, asset management, corporate advisory services and Lending solutions. Through our open architecture model, we ensure clients benefit from the combination of institutional rigour and bespoke solutions. And at Klay, we are proud to be different and we are always in your corner.
To know more -
About the role:
As an Investment Analyst, you will work closely within the investment team to research opportunities, construct portfolios, monitor investments, and support investment recommendations for HNI and family office clients.
This role is ideal for someone who enjoys financial markets, analysing investment opportunities, and turning data into actionable insights.
What You'll Do
Conduct portfolio reviews for existing and prospective clients. Support portfolio construction across mutual funds, fixed income, equities,



and alternative investments. Analyse investment products, fund performance, and market opportunities. Prepare client investment proposals, portfolio reviews, and presentation materials. Monitor portfolio performance and support portfolio rebalancing decisions. Track market, economic, and regulatory developments. Build and maintain financial models, investment trackers, and research databases. Support the investment team in developing investment strategies and recommendations. Ensure compliance with internal investment policies and regulatory requirements. What Success Looks Like
First 30 Days
Understand Klay's investment philosophy, products, and portfolio construction process. Become familiar with existing client portfolios and reporting standards. Independently prepare portfolio analysis and research summaries. First 60 Days
Take ownership of assigned activities. Contribute investment insights to portfol

📌 Investment analyst (Mumbai)
🏢 Klay
📍 Mumbai