Investment Research (Bengaluru)

Investment Research (Bengaluru)

02 Oct
|
Prozpr
|
Bengaluru

02 Oct

Prozpr

Bengaluru

Important:
1. Only applications submitted via email to [email protected] will be considered.
2. You must have graduated or cleared CFA Level 2.
3. Share your CV along with a short note on why this role interests you. If you have a piece of fund analysis or investing writing, please include it. Send to [email protected].

About Us
We're a pre-seed startup building a wealth app. We're currently in the product-building phase. The team is four people - IVY league MBAs and IIT. Everyone works remotely and independently, with a few regular syncs and minimal supervision.

The Role
You'll be our in-house investment brain. You'll own how we evaluate and recommend mutual funds, and you'll spend the rest of your time with users and the go-to-market effort. Alongside this, you'll qualify as the SEBI-registered Investment Adviser (RIA) for the firm, with the exam costs covered by us.

This is a small team at an early stage, so your work will shape the product and the company directly.

What You'll Do
Investment Research (~50%, your core scope)




- Help analyse and evaluate mutual funds across categories, covering performance, risk, portfolio quality, fund manager track record, costs and consistency
- Help build and maintain a clear, repeatable framework for shortlisting and recommending funds
- Turn research into plain-language recommendations that everyday investors can understand
- Monitor recommended funds and flag changes that matter
- Transparent the NISM Investment Adviser exams (Series X-A and X-B), fully funded by the company

Advisory & Go-to-Market (~50%, shared with the whole team)
- Talk to prospective users to understand how they invest, what they struggle with and what they need
- Help improve user acquisition and engagement metrics in the app through experiments, content, outreach and feedback loops
- Bring user insights back into product and research decisions
- This is not an insurance or mutual fund sales role. The focus is understanding investors better and helping us b

📌 Investment Research (Bengaluru)
🏢 Prozpr
📍 Bengaluru

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