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Investment Research Analyst

Investment Research Analyst

ConfidentialBengaluru / Bangalore, India
21 days ago
Job description

About PowerUp Money

PowerUp Money is on a mission to transform personal finance by empowering individuals to make smarter, data-driven investment decisions. We combine deep data analytics, intuitive technology, and financial expertise to build tools that simplify wealth creation for everyone. Join a fast-growing fintech startup that values curiosity, ownership, and meaningful impact.

About the Role

We're seeking a sharp, analytical, and curious Investment Research Analyst to join our growing team. In this role, you'll collaborate closely with our product and research teams to :

  • Build and refine mutual fund recommendation models using both quantitative and qualitative data.
  • Analyze investor portfolios to uncover insights, evaluate fund performance, and suggest actionable recommendations.
  • Deep dive into mutual fund datasets, ratings, benchmarks, and market trends to produce high-quality research.
  • Work cross-functionally to translate insights into product features, client communications, and dashboards.
  • Explore new datasets to identify emerging patterns and opportunities that enhance our investment intelligence

Key Responsibilities

  • Design, develop, and maintain models for ranking and recommending mutual funds across categories.
  • Perform performance attribution, risk analysis, and return decomposition using holdings and transaction data.
  • Enrich portfolio data by integrating external datasets and rating frameworks to derive deeper insights.
  • Present findings through clear visualizations, concise reports, and data-driven storytelling.
  • Support ad-hoc research and data projects to inform product strategy and business growth.
  • What We're Looking For

  • 1–2 years of hands-on experience in financial research, investment analysis, or data analytics.
  • Proficiency in SQL for querying and manipulating large datasets.
  • Working knowledge of Python (Pandas, NumPy, Jupyter, etc.) for modeling and data processing.
  • Solid understanding of mutual funds, investment metrics (CAGR, alpha, beta), and portfolio construction.
  • Strong analytical thinking and ability to derive actionable insights from data.
  • Excellent communication skills — capable of turning complex analyses into simple, impactful narratives.
  • Nice to Have

  • Exposure to investment research platforms or fintech products.
  • Experience with Snowflake, Power BI, or Tableau.
  • Familiarity with Git and basic scripting for data automation.
  • Why Join Us

  • Work at the intersection of Wealth and technology, creating tools that help people grow their wealth.
  • Be part of a collaborative, high-energy team where your work directly impacts users.
  • Learn, innovate, and grow alongside passionate professionals solving real-world financial challenges.
  • Interested Candidates please apply using below link :

    https : / / forms.gle / xmk3fhJiUevT3U999

    Skills Required

    Power Bi, Tableau, Sql, Numpy, Git, Pandas, snowflake , alpha, Python

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