Role Overview
We are seeking an analytical Analyst to support technology-enabled wealth management, investment intelligence, portfolio analytics, and digital investment products.

The successful candidate will work with financial and behavioral data to generate insights that support portfolio decisions, product development, customer engagement, and investment-platform performance.

Key Responsibilities

• Analyze portfolio performance, asset allocation, investment trends, and customer behavior.
• Prepare analytical reports supporting digital wealth-management initiatives.
• Monitor investment-platform performance and identify meaningful trends.
• Conduct quantitative analysis of financial products, portfolios, and market data.
• Support the development of dashboards and analytical tools for investment teams.
• Analyze customer segmentation and investment behavior.
• Assist with product research across digital investment and wealth-management solutions.
• Evaluate portfolio-level metrics and identify opportunities for optimization.
• Collaborate with product, technology, finance, and investment professionals.
• Translate complex financial datasets into concise management insights.
• Support forecasting, scenario analysis, and investment-product performance assessments.
• Maintain high standards of analytical accuracy and data integrity.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Accounting, or a related field.
• 2–4 years of experience in investment analysis, wealth management, fintech, banking, or financial analytics.
• Strong quantitative and financial-analysis skills.
• Advanced spreadsheet and data-analysis capabilities.
• Familiarity with investment products, portfolio concepts, and financial markets.
• Excellent attention to detail and ability to communicate analytical findings clearly.

What You Will Bring
Quantitative discipline, financial-market awareness, data interpretation skills, curiosity, and the ability to convert investment data into actionable intelligence.

Are you interested in this position?

Apply by clicking on the “Apply Now” Button below!

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