Financial Research Analyst

Company Description Vestmind is building an AI-powered decision layer to help individuals make smarter, clearer choices about their investments. The platform goes beyond tracking returns to assess portfolios in the context of goals, risk, market conditions, and overall financial independence. By analyzing concentration, overlap, allocation, and recurring investments, Vestmind provides actionable guidance on what to keep, adjust, or add. The company focuses on turning complex financial data into intuitive insights so investors understand what their numbers truly mean. Learn more at www.vestmind.in.
Role Description The Financial Research Analyst will support Vestmind’s investing intelligence by conducting in-depth financial research and producing clear, data-driven insights for the platform and internal decision-making. This full-time, hybrid role is based in the Greater Bengaluru Area, with flexibility for partial work from home. Day-to-day responsibilities include analyzing portfolios, market trends, securities, and investment products, and contributing to financial models that power Vestmind’s AI tools. The analyst will synthesize complex information into concise reports and frameworks, collaborate with product and engineering teams to refine decision algorithms, and help improve how the platform explains risk, performance, and allocation to users. The role also involves monitoring macroeconomic developments, maintaining research databases, and participating in strategy discussions to enhance Vestmind’s investing guidance.
Qualifications
Strong foundation in Finance and Financial Research, with the ability to evaluate investment products, portfolios, and market dynamics.
Robust Analytical Skills and experience with Financial Modeling to interpret data, build scenarios, and support evidence-based recommendations.
Clear and structured Communication skills, including the ability to translate complex financial concepts into accessible insights for non-expert audiences.
Bachelor’s or master’s degree in Finance, Economics, Accounting, Business, or a related quantitative field.
Proficiency with spreadsheets and analytical tools (e.g., Excel, Google Sheets; familiarity with Python/R or BI tools is an advantage).
Knowledge of equity markets, mutual funds, asset allocation, and risk management; prior experience in investment research or analytics is a plus.
Attention to detail, high ethical standards, and the ability to work both independently and collaboratively in a fast-paced environment.

Work arrangement
Hybrid