Financial Associate

About The Role - BlissMoney Fintech is looking for a Finance Associate to join our Product Research team. In this role, you will support our Research and Advisory function by analysing mutual funds, equities, PMS, AIFs, and other investment products, and by translating that research into insight our Wealth Managers and clients can act on. This is a strong launchpad role for someone who wants to build a long term career in wealth management and investment advisory . KEY RESPONSIBILITIES

Investment Research

• Track and analyse equity, debt, mutual fund, PMS, AIF, and other alternative investment opportunities.

• Prepare research notes, investment summaries, and market updates for internal and client facing use.

• Monitor economic, market, and industry developments, and assist in evaluating investment products and fund performance. Portfolio Analysis and Financial Planning

• Support portfolio reviews and asset allocation analysis for the Wealth Management team.

• Prepare client portfolio reports and performance reviews.

• Analyse the risk-return characteristics of client investment portfolios. • Build financial plans adhering to company policies and frameworks. Market Intelligence

• Track financial news, earnings announcements, interest rate movements, and macroeconomic developments relevant to client portfolios.

• Identify emerging investment trends and opportunities worth surfacing to the Advisory team. Advisory Support

• Assist Wealth Managers and Advisors in preparing client presentations and investment recommendations.

• Support client meetings with research inputs and portfolio insights, as required.

• Help create educational content and investor communication material, consistent with SEBI and AMFI compliant, no return guarantee communication standards. Data and Reporting

• Maintain investment databases and research trackers.

• Generate periodic reports and dashboards for the Research and Advisory team.

• Support documentation and compliance related requirements as directed.