WE'RE HIRING

Associate Portfolio Investment Analyst, Wealth Management

Real portfolios. Real clients. Real ownership- from day one.

AKC Capital is a fast-scaling boutique wealth management firm. This is the seat for a sharp young finance mind who would rather shape live client decisions than polish someone else's slide deck. Your research won't sit in a drawer it goes straight into portfolios that real HNI and NRI families are counting on.

Role

Associate - Portfolio Investment Analyst, Wealth Management

Location : Bengaluru (in-office)

Type : Full-time * Immediate joining

Experience : 0-2 years *CA / CFA / ICWA (pursuing or qualified) or equivalent

Compensation : Competitive fixed pay + performance incentives. Market-aligned compensation -we discuss the numbers upfront.

WHY AKC CAPITAL - AND WHY NOW The typical first finance job boxes you in: audit checklists at a Big 4, a single-product desk at a large AMC, or back-office research you never get to defend in front of a client. AKC is built the opposite way. Here is what that means for you:

The whole managed-products universe, not one desk. From your first quarter you'll research across mutual funds, PMS, AIFs, SIFs, PE/VC and GIFT City IFSC funds spanning both equities and fixed income. Most analysts your age wait years to touch this breadth.

No layers between you and the decision. You learn directly from the founding investment team. Your analysis feeds live client proposals, not an internal archive.

*Client access from day one. You'll sit in on portfolio reviews and prospect meetings -the room where recommendations are actually made and defended, not just prepared.

*Cross-border exposure. Hands-on work with HNI and NRI portfolios, including the GCCDubai corridor.



You'll learn how responsible wealth actually moves across geographies.

*A track, not a treadmill. A defined five-year path where you rise on performance and ownership- not on how long you've warmed a chair.

*Straight talk on money. Transparent, benchmarked compensation plus performance incentives. No opaque bands, no runaround.

WHO SHOULD APPLY

Pursuing or qualified CA / CFA / ICWA - or equivalent.

2 years in capital-markets research grounded in fundamental & technical analysis.

Genuinely curious about capital markets (equities & fixed income), portfolio construction and investment-product due diligence.

What sets our best people apart: intellectual honesty, an ownership instinct, and the confidence to form a view and defend it. We can teach the frameworks - we hire for the mindset.

WHAT YOU'LL DO

Investment Analysis - 70% of the role

*Research and analyse managed portfolios - mutual funds, PMS, AIFs, SIFs, PE/VC and GIFT City IFSC funds-across equities and fixed income.

*Build investment reports, proposals and client presentations.

*Support the Investment Team in evaluating new opportunities.

*Sit in on client portfolio review calls alongside Sales & Business Development.

Business Development - 30% of the role

*Help shape client pitches and proposals with sharp investment insight.

*Join client and prospect meetings.

*Spot potential HNI/CXO leads via IPOs, funding news and market moves; set up prospect meetings for the Wealth

Management RMs.

*Assist with internal reporting (MIS) and management projects.

*Liaise with AMCs and product manufacturers to source data for research.

HOW TO APPLY

Send your CV to [email protected] Tell us, in a line or two, about one investment call you'd defend - and why. We read every one.

AKC Capital .Your trust, our financial acumen

📌 Associate - Portfolio Investment Analyst, Wealth Management (Bengaluru)
🏢 AKC Capital
📍 Bengaluru