Associate - Portfolio Investment Analyst, Wealth Management

WE'RE HIRING

Associate Portfolio Investment Analyst, Wealth Management

Real portfolios. Real clients. Real ownership- from day one.

AKC Capital is a fast-scaling boutique wealth management firm. This is the seat for a sharp young finance mind who would
rather shape live client decisions than polish someone else's slide deck. Your research won't sit in a drawer it goes straight
into portfolios that real HNI and NRI families are counting on.
Role
Associate - Portfolio Investment Analyst, Wealth Management
Location : Bengaluru (in-office)
Type : Full-time * Immediate joining
Experience : 0-2 years *CA / CFA / ICWA (pursuing or qualified) or equivalent
Compensation : Competitive fixed pay + performance incentives. Market-aligned compensation -we discuss the numbers upfront.

WHY AKC CAPITAL - AND WHY NOW
The typical first finance job boxes you in: audit checklists at a Big 4, a single-product desk at a large AMC, or back-office research you never get to defend in front of a client. AKC is built the opposite way. Here is what that means for you:
*The whole managed-products universe, not one desk. From your first quarter you'll research across mutual funds, PMS, AIFs, SIFs, PE/VC and GIFT City IFSC funds spanning both equities and fixed income. Most analysts your age wait years to touch this breadth.
* No layers between you and the decision. You learn directly from the founding investment team. Your analysis feeds live client proposals, not an internal archive.
*Client access from day one. You'll sit in on portfolio reviews and prospect meetings -the room where recommendations are actually made and defended, not just prepared.
*Cross-border exposure. Hands-on work with HNI and NRI portfolios, including the GCCDubai corridor. You'll
learn how serious wealth actually moves across geographies.
*A track, not a treadmill. A defined five-year path where you rise on performance and ownership- not on how long you've warmed a chair.
*Straight talk on money. Transparent, benchmarked compensation plus performance incentives. No opaque bands, no runaround.

WHO SHOULD APPLY
Pursuing or qualified CA / CFA / ICWA - or equivalent.
2 years in capital-markets research grounded in fundamental & technical analysis.
Genuinely curious about capital markets (equities & fixed income), portfolio construction and investment-product due diligence.
What sets our best people apart: intellectual honesty, an ownership instinct, and the confidence to form a view and
defend it. We can teach the frameworks - we hire for the mindset.

WHAT YOU'LL DO

Investment Analysis - 70% of the role
*Research and analyse managed portfolios - mutual funds, PMS, AIFs, SIFs, PE/VC and GIFT City IFSC funds-across equities and fixed income.
*Build investment reports, proposals and client presentations.
*Support the Investment Team in evaluating new opportunities.
*Sit in on client portfolio review calls alongside Sales & Business Development.

Business Development - 30% of the role
*Help shape client pitches and proposals with sharp investment insight.
*Join client and prospect meetings.
*Spot potential HNI/CXO leads via IPOs, funding news and market moves; set up prospect meetings for the Wealth
Management RMs.
*Assist with internal reporting (MIS) and management projects.
*Liaise with AMCs and product manufacturers to source data for research.

HOW TO APPLY
Send your CV to [email removed] Tell us, in a line or two, about one investment call you'd defend - and why. We read every one.
AKC Capital .Your trust, our financial acumen