Investment Associate

We are looking for an Investment Associate to work closely with the founders across investment research, client servicing, transaction support and coordination with fund houses and financial institutions.

This is a hands-on role for someone who has a strong interest in investments and wants practical exposure to the day-to-day functioning of a wealth and financial services business. The role will begin with a 3-month internship, with the opportunity to transition into a full-time position based on performance and mutual fit.

Key Responsibilities

Client Servicing

- Assist the founders in servicing existing clients.
- Handle basic client communication related to investments, documentation and transactions.
- Follow up on client requirements and ensure pending tasks are completed in a timely manner.

Fund House & AMC Coordination

- Communicate directly with AMCs, fund houses, RTAs and other financial institutions for client-related matters.
- Resolve transaction, folio, documentation and servicing issues directly with the relevant fund houses and RTAs.
- Build and maintain relationships with representatives across AMCs.
- Attend meetings with AMCs and product providers on behalf of the company when required.

Investment Research

- Research mutual funds, fixed income products, insurance and other investment products.
- Assist the founders with research required for client servicing and internal decision-making.
- Stay updated on new financial products and developments in the investment space.

Investment Transactions

- Assist with client investment transactions across the company's execution platform and BSE StAR MF.
- Develop a strong understanding of SIPs, mandates, purchases, redemptions, switches and other transaction processes.
- Track transactions and coordinate with relevant parties in case of delays or issues.




- Maintain internal records and transaction-related trackers.

Founder Support

- Work closely with the founders across investment research, client servicing and day-to-day business requirements.
- Assist with client presentations, investment summaries and other financial documentation.
- Take ownership of assigned tasks and follow them through to completion.

Content & Writing

This will be a smaller part of the role.

- Write blogs and educational content related to finance and investments for the company's website and platform.
- Assist with research and ideation for social media content.
- Help simplify financial concepts into clear and easy-to-understand content.

Requirements

- Good knowledge of investments and financial products, particularly mutual funds.
- Strong interest in investing, wealth management and financial markets.
- Good spoken and written English.
- Strong research and analytical skills.
- Comfortable communicating with clients, AMCs and other external stakeholders.
- Good organisational skills and attention to detail.
- Comfortable working with spreadsheets, investment data and financial documentation.
- Ability to take ownership of tasks and independently follow up until completion.
- Willingness to learn new investment platforms and processes.

Qualifications

- Bachelor's degree in Finance, Commerce, Economics, Business or a related field.
- MBA / PGDM is a robust plus.
- Any relevant NISM certifications are a plus.
- Knowledge of BSE StAR MF or mutual fund transaction platforms will be an advantage.

Who This Role Is For

This role is suited for someone who wants exposure across investment research, client servicing, fund houses and investment execution rather than working in a narrowly defined back-office role.

You will work directly with the founders and gain practical experience across multiple areas of the investment business.

Application Question(s):

- Where do you stay?

Work Location: In person

📌 Investment Associate (Andheri East)
🏢 Prospur Fintech Private
📍 Andheri East