Finance Research and Growth Manager

Title: Finance Research and Growth Analyst
Primary skill: Finance and research
Secondary skill: Marketing and content operations
Reports to: Sanjeev Kaushik (Founder and Chief Compliance Officer)
Location: India, remote. Preferred hub: Bengaluru, Mumbai, Pune, Hyderabad, or Delhi NCR
Employment: Through our Indian Firm
Brands: Methodical Trades (research subscription for US stocks and options) and Reap Wealth Management (advisory).
Weblink: https://www.methodicaltrades.com/ | https://www.reapwealthmanagement.com/
About the role
You are the finance engine behind our content and research. You research companies, sectors, markets, and options strategies, and check every number before it is used. You then turn that work into clear content and marketing that the creative team can produce. You also measure what works and make sure every published piece passes our compliance review.
Your main job is to get the finance right. Marketing is a strong second skill that helps the research reach the right audience.
Key responsibilities
Primary: Finance and research
Research US-listed stocks, options strategies, sectors, and macro conditions to support recommendations and content.
Verify every figure against a primary source (company filings, exchange data, official statistics) before it is used.
Model and explain option structures, including payoffs, breakevens, maximum risk, and expiry, in plain language.
Review scripts, newsletters, and recommendation write-ups for factual accuracy before they go to compliance.
Keep a clear research log showing sources, dates, and the reasoning behind each view.
Primary: Data and analytics
Build and maintain dashboards for research performance, subscription funnel metrics (waitlist, trial, paid conversion), and content performance.
Track how content and research lead to sign-ups and enquiries across YouTube, LinkedIn, email, and the websites.
Produce a monthly performance pack with clear recommendations.
Secondary: Marketing and content operations
Write briefs for the creative team covering video scripts, thumbnails, carousels, newsletters, and landing-page copy.
Maintain one content calendar across both brands and plan repurposing from long videos to short clips.
Support SEO, email, and small paid-social tests.
Manage timelines and quality checks with the creative team.
Compliance support (applies to all work)
Prepare every piece of finance content for the compliance review before it is published.
Keep an approval log for every published item.
Apply the rules for each market:
Australia: Financial product advertising must follow ASIC Regulation Guide 234 and the misleading-conduct rules. Content must carry general advice warnings where needed.
United States: Advertising for the RIA must follow the SEC Marketing Rule. This covers testimonials, performance claims, and hypothetical returns.
Do not publish personal advice or implied recommendations. Keep content educational and general.
Requirements
Must have (keep this list short)
At least 5 years in finance research, financial analysis, investment content, or fintech, with at least 2 years in a role that involved writing for an external audience
Strong ability to read financial statements and market data
Advanced Excel or Google Sheets (formulas, pivots, lookups)
Clear, accurate written English, with a strong habit of checking facts
Basic understanding of the difference between general and personal financial advice
Nice to have
Working knowledge of options and derivatives (spreads, expiry, Greeks, payoff diagrams)
CFA, CFP, or similar professional study
Experience with US or Australian markets and regulation (SEC, ASIC)
Experience with a subscription or membership business (waitlists, free trials, paid conversion)
Marketing experience across YouTube, LinkedIn, email, or SEO
GA4, YouTube Studio analytics, or a BI tool such as Looker Studio or Power BI
SQL or Python for pulling and cleaning data
Basic video production literacy (scripts, storyboards, editing workflow)
Experience running a content operation in Notion, Asana, or similar tools
Practical use of AI tools for research and content operations
Working style
High ownership and accuracy
Comfortable working with ambiguity and changing priorities
Builds simple, repeatable processes so the founder needs minimal management

Work arrangement
Yes