Research Analyst (Wealth Management)

About Groww:

We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo.

Are you as passionate about defying conventions and creating something extraordinary as we are Let's chat.

Our Vision

Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians.

Our Values

Our culture enables us to be what we are — India's fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves.

The values that form our foundation are:

• Radical customer centricity
• Ownership-driven culture
• Keeping everything simple
• Long-term thinking
• Complete transparency

About the Role

We are looking for a Technical Analyst to support our Wealth Management team by analyzing client portfolios, evaluating investment performance, and generating actionable insights for HNI and UHNI clients.

The role involves conducting detailed portfolio reviews, identifying gaps and opportunities, preparing investment analysis reports, and supporting Wealth Advisors with data-driven recommendations across various asset classes. The ideal candidate should have a strong understanding of financial markets, investments, and portfolio analytics, coupled with excellent analytical and Excel skills.

Key Responsibilities

• Conduct detailed analysis of client portfolios across Mutual Funds, Equities, PMS, AIFs, Bonds, and other investment products.
• Evaluate portfolio performance, asset allocation, concentration risks, and diversification opportunities.
• Identify portfolio gaps and provide actionable recommendations aligned with client objectives and risk appetite.
• Prepare comprehensive portfolio review reports and investment presentations for clients and Wealth Advisors.
• Track market developments, economic trends, and investment opportunities across asset classes.
• Perform investment research and comparative analysis of financial products and strategies.
• Support Wealth Advisors with portfolio construction, client reviews, and investment recommendations.
• Generate periodic MIS, portfolio dashboards, and performance reports.
• Maintain high standards of accuracy, data integrity, and confidentiality while handling client information.
• Collaborate with internal teams to deliver a superior client advisory experience.

What We're Looking For

Qualifications

• Bachelor's or Master's degree in Finance, Commerce, Economics, or related fields.
• CFA, CFP, NISM certifications will be an added advantage.

Preferred Experience

• 3 - 10 years of experience in Wealth Management, Investment Advisory, Portfolio Analytics, Research, or Financial Planning.
• Prior experience with Wealth Management firms, Private Banks, Investment Advisory firms, or Financial Services organizations is preferred.

Skills Required

• Strong understanding of financial markets and investment products.
• Knowledge of Mutual Funds, Equities, PMS, AIFs, Bonds, and Wealth Management solutions.
• Strong analytical and problem-solving capabilities.
• Advanced Excel skills and experience working with large datasets.
• Ability to interpret portfolio performance and communicate insights effectively.
• High attention to detail and strong report-writing skills.

Ideal Candidate

A candidate who enjoys analyzing investment portfolios, working with data, and helping advisors deliver meaningful insights to clients. Someone who is passionate about capital markets, possesses strong analytical thinking, and can convert complex portfolio information into simple, actionable recommendations for investors.