Company: Horizen pvt ltd

Job Type: Full-time

:

Horizen is seeking an experienced Financial advisor to serve as Principal Officer for its AI/ML-powered investment advisory platform. The candidate will lead investment research, portfolio analysis, quantitative model oversight, and regulatory compliance in accordance with applicable SEBI Investment Adviser (IA) regulations.

Key Responsibilities:

- Assist in investment research, asset allocation, portfolio construction, optimisation, and risk assessment.
- Oversee AI/ML-driven investment advisory models, portfolio recommendations, backtesting, and risk controls.
- Ensure compliance with SEBI IA regulations, client risk profiling, suitability assessments, disclosures, and documentation.
- Develop and maintain investment advisory policies, SOPs, audit trails, and regulatory records.
- Monitor market trends, macroeconomic indicators, and portfolio performance.




- Coordinate with technology teams to ensure transparent, explainable, and compliant automated investment recommendations.

Mandatory Qualifications:

- Relevant degree in Finance, Economics, Commerce, Mathematics, Statistics, or an equivalent qualification meeting applicable SEBI requirements.
- Valid NISM Series X-A and X-B certifications are mandatory. Candidates without both valid certifications will not be considered.
- Relevant experience in investment analysis, portfolio management, wealth management, or investment advisory.
- Robust understanding of financial markets.

Preferred Experience: Experience with SEBI-registered Investment Advisers, fintech companies, or algorithm-driven investment platforms.

📌 Financial Advisor ( NISM - XA XB ) (Bengaluru)
🏢 Horizen
📍 Bengaluru