Senior Investment Advisory Analyst

About the Role

We are seeking an experienced Senior Investment Advisory Analyst to join our Investment Advisory

team. In this role, you will work closely with the Product and AI teams to develop digital investment

advisory solutions by designing financial planning frameworks, portfolio strategies, and investment

methodologies. The ideal candidate will have strong expertise in wealth management, investment

advisory, portfolio construction, and investment products, with the ability to translate financial

expertise into scalable digital advisory solutions.

Key Responsibilities

 Design financial planning and investment advisory frameworks for retail investors/Financial

Institutions.

 Develop portfolio allocation strategies based on an investor's financial goals, income, age, risk

appetite, and investment horizon.

FINVASIA CENTRE D 179, Phase 8 B (Sector 74) ,Industrial Area, Mohali, Punjab, India 160055 Phone: +91 172 6670000|

Fax: 91-172-6670070 |Email:hr@shoonya.com| www.finvasia.com

 Create advisory models for wealth creation, retirement planning, tax planning, education

planning, and other financial goals.

 Define suitable investment strategies using Mutual Funds, Equity, ETFs, PMS, Fixed Income,

and other investment products.

 Work closely with Product, AI, and Technology teams to translate financial advisory concepts

into digital solutions.

 Review and validate investment recommendations generated by advisory models.

 Conduct market and investment research to improve advisory strategies.

 Stay updated on market trends, economic developments, and SEBI regulations.

 Prepare investment notes, advisory documents, and product requirement documents.

 Support the continuous enhancement of the organization's digital wealth advisory platform.

Required Qualifications

 Bachelor's or Master's degree in Finance, Commerce, Economics, or Business Administration.

 MBA (Finance) preferred.

 CFP certification preferred.

 CFA Level II or III preferred.

 NISM Investment Adviser Certification preferred.

Experience

 10–12 years of experience in Investment Advisory, Wealth Management, Financial Planning,

Portfolio Advisory, or Asset Management.

 Experience in creating financial plans and investment strategies for retail investors/ Financial

Institutions.

 Strong knowledge of portfolio construction, asset allocation, and investment products.

 Experience working on digital wealth or investment advisory platforms will be an added

advantage.

Preferred Industry Background

Candidates from the following industries will be preferred:

 Asset Management Companies (AMC)

 Portfolio Management Services (PMS)

 Wealth Management Firms

 Registered Investment Advisors (RIA)

 Private Banking

 Digital Wealth Platforms

 FinTech

 Investment Advisory Firms

 Stock Broking

Required Skills

 Financial Planning

 Investment Advisory

 Portfolio Advisory

 Wealth Management

 Asset Allocation

 Portfolio Construction

FINVASIA CENTRE D 179, Phase 8 B (Sector 74) ,Industrial Area, Mohali, Punjab, India 160055 Phone: +91 172 6670000|

Fax: 91-172-6670070 |Email:hr@shoonya.com| www.finvasia.com

 Investment Research

 Mutual Funds

 PMS

 Equity Markets

 ETFs

 Goal-Based Investing

 Risk Profiling

 Capital Markets

 SEBI Regulations

Preferred Certifications

 CFP (Certified Financial Planner)

 CFA Level II / III

 NISM Investment Adviser Certification

 NISM Research Analyst Certification

What Success Looks Like

 Build robust financial planning and investment advisory frameworks.

 Develop personalized investment strategies for different investor profiles.

 Improve the quality of investment recommendations on the digital platform.

 Collaborate effectively with Product and AI teams to launch innovative advisory features.

 Ensure all advisory models align with regulatory guidelines and industry best practices.

Pay: Up to ₹2,500,000.00 per month

Benefits:

Health insurance

Provident Fund

Work Location: In person