Senior Research Analyst Company Overview iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we design life and legacy solutions for over 850 affluent relationships and manage assets worth ₹1,200+ crore on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, and other affluent families. Our approach combines independent research, disciplined portfolio construction, and personalised wealth advisory to help clients preserve and grow their wealth across market cycles. Visit us at www.iventurescapital.in

About the Role
We are looking for an experienced Senior Research Analyst – Wealth Management to join our investment and advisory team. The ideal candidate should have strong investment research capabilities, experience handling client portfolios, and excellent communication skills across multiple asset classes. The role involves analysing client portfolios, conducting investment research, developing actionable investment views, and communicating market and portfolio insights to HNI and UHNI clients.

Key Responsibilities
• Conduct in-depth research across equities, mutual funds, PMS, AIFs, bonds, fixed income, structured products, and alternative investments.
• Analyse HNI/UHNI client portfolios across asset classes and provide actionable investment insights.
• Review portfolio performance, asset allocation, concentration, risk, liquidity, and diversification.
• Track Indian and global financial markets, macroeconomic developments, interest rates, inflation, and other factors impacting client portfolios.
• Evaluate investment products, securities, fund managers, and portfolio strategies.
• Identify investment opportunities, portfolio gaps, and potential risks.




• Prepare investment research notes, market updates, portfolio reviews, presentations, and client communication material.
• Participate in client meetings and portfolio review discussions with Wealth Managers / Relationship Managers.
• Communicate investment views, market developments, and portfolio recommendations clearly to HNI/UHNI clients.
• Explain complex financial concepts and investment products in a straightforward, structured, and client-friendly manner.
• Respond confidently to client queries across different asset classes.
• Support asset allocation and investment strategy discussions based on client objectives and risk profiles.
• Collaborate with Wealth Managers, Investment Teams, Research Teams, and senior leadership.
• Support investment committees and internal discussions with data-backed research and recommendations.
• Monitor existing investments and provide timely updates on material developments.
• Continuously track emerging investment themes and opportunities across public and private markets. Qualifications & Skills
• 5–10 years of experience in investment research, wealth management, portfolio advisory, private banking, asset management, or a related field.
• Proven experience handling or analysing HNI/UHNI client portfolios.
• Strong understanding of multiple asset classes, including equities, mutual funds, PMS, AIFs,



bonds, fixed income, structured products, and alternative investments.
• Strong understanding of portfolio construction, asset allocation, diversification, and risk management.
• Ability to independently conduct investment research and develop a clear investment view.
• Excellent written and verbal communication skills with the ability to communicate directly with senior HNI/UHNI clients.
• Ability to simplify complex financial and investment concepts for clients.
• Strong analytical and quantitative skills.
• Advanced proficiency in MS Excel and PowerPoint.
• Strong knowledge of Indian and global financial markets.
• CFA / FRM / CFP / MBA Finance or equivalent qualification preferred.
• NISM certifications will be an added advantage.
• Experience with Bloomberg, Morningstar, Value Research, Capitaline, or similar research and portfolio analytics platforms will be an advantage.
• Strong attention to detail, ownership, and ability to work in a high-accountability environment. What to Expect?
• Work with a premium HNI/UHNI client base and sophisticated investment portfolios.
• Direct exposure to senior leadership and experienced investment professionals.
• Opportunity to work across multiple asset classes and investment strategies.
• Participate in client portfolio reviews and investment discussions.
• Build deeper expertise across wealth management, portfolio construction, and investment advisory.
• High ownership and exposure to real-world investment decisions.
• Continuous learning and career advancement opportunities. ?

Location:
Gurgaon ?

Experience:
5–10 years ? Work Mode: In-Office

📌 Senior Research Analyst (India)
🏢 iVentures Capital
📍 India