4Thought Finance - Analyst - Investments & Wealth Management

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Job Title: Analyst - Investments & Wealth Management

Location: HSR Layout, Bangalore

Experience: 2 - 5 Years

Qualification: CFA / MBA (Finance) / CA or equivalent

About the Role:

We are looking for a highly analytical and detail-oriented Analyst to join our Investment & Wealth Management team. The role will involve investment research, financial analysis, portfolio evaluation, and preparation of insights to support investment and wealth management decisions.

Key Responsibilities:

• Conduct financial and investment research across equities, mutual funds, PMS, AIFs and other investment products.
• Analyze companies, financial statements, business performance and key financial metrics.
• Track market trends, economic developments and sector-specific opportunities.
• Evaluate investment opportunities and prepare concise research notes and recommendations for internal review.
• Support portfolio analysis, asset allocation and performance monitoring.
• Prepare financial models, valuation analysis and investment presentations.
• Work closely with senior investment and wealth management teams to provide data-driven insights.
• Monitor existing investments and highlight key developments, risks and opportunities.
• Ensure accuracy and quality of financial data, analysis and reports.

Skills & Competencies:

• Strong analytical and financial modelling skills.
• Good understanding of equity markets, investments and financial products.
• Ability to interpret financial statements and perform company/sector analysis.
• Strong Excel and PowerPoint skills.
• Excellent attention to detail and numerical ability.
• Strong communication and presentation skills.
• Ability to work independently and manage multiple priorities.

What We Offer:

• Exposure to wealth management, investment advisory and family office operations.
• Opportunity to work closely with senior investment professionals and HNI/UHNI client portfolios.
• Exposure to multiple asset classes and investment strategies.
• Fast-paced environment with significant learning and professional growth opportunities.