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Wealth Management Analyst

Wealth Management Analyst

Infinyte ClubBengaluru, Republic Of India, IN
2 days ago
Job description

About Infinyte

Infinyte is a wealth-tech platform offering curated access to high-quality investment opportunities across startup equity, global private markets, pre-IPO shares, public strategies, and alternative assets.

Founded in 2022, we’ve been building liquidity rails for startup operators and unlocking premium wealth-building opportunities for ambitious investors.

Our mission is bold : create a million millionaires by democratizing elite-level investing and expanding access to asset classes traditionally reserved for institutional capital and the ultra-wealthy.

We believe the next era of wealth will be built by operators, founders, and creators — and we're building the investment platform to power that shift.

About the Role

We are seeking a high-caliber Investment Analyst to operate across wealth management, private markets, and pre-IPO investing.

This role is designed for someone who has worked in wealth management, venture capital, investment banking, or private markets — and wants to operate in a fast-paced environment, close to founders and decision-makers.

You will work directly with the founding team to source opportunities, evaluate investments, manage investor relationships, and support strategic product initiatives for the next generation of wealth builders.

Key Responsibilities Deal / Investment

  • Source and evaluate investment opportunities across startup equity, pre-IPO shares, and alternative assets
  • Analyze business models & financials, build investment memos, and present recommendations
  • Manage deal execution end-to-end (sourcing → diligence → legal → closure)
  • Track portfolio performance, including pre-IPO positions through exit events such as IPOs or secondaries
  • Provide periodic portfolio updates & reporting to investors

Investor Relations

  • Engage with angel investors, VCs, CXOs, family offices, and operator-investors
  • Run demand generation initiatives to onboard qualified investors
  • Support demo days, founder sessions, investor education series & community events
  • Maintain strong founder & stakeholder relationships across the ecosystem
  • Wealth Product Research & Strategy

  • Evaluate traditional & alternative wealth products : structure, performance, risk, suitability
  • Integrate investor feedback into product development and category expansion
  • Coordinate with internal teams to build & scale new investment products
  • Forge strategic ecosystem partnerships
  • Growth Initiatives

  • Build high-quality research decks, investor reports & market insights
  • Support GTM, partnerships, and business development initiatives
  • The Ideal Candidate

  • CFA / MBA / CA preferred
  • 3–5 years experience in wealth management, VC, IB, startup investing, or alternative assets
  • Exceptional academic & communication skills
  • Passion for fintech, investing & private markets
  • Analytical, structured thinker comfortable with ambiguity
  • Strong with Excel & PPT;
  • SQL or data experience is a plus

  • Self-starter, outcome-oriented, entrepreneurial mindset
  • High trust, low-ego collaborator
  • Bonus

  • NISM / PMS / AIF certifications (or willingness to complete within 3 months)
  • Strong network in startup / VC / tech ecosystem
  • Prior experience in a fast-paced startup or investment environment
  • Best Things About the Job

  • Work on a category-defining wealth platform tackling a globally unsolved problem 🚀
  • Immense learning, ownership, and career acceleration — early-stage seat
  • Direct access to founders, operators, investors, and high-energy problem solvers
  • Culture of excellence : we move fast, we think long-term, we have fun building
  • Create a job alert for this search

    Management Analyst • Bengaluru, Republic Of India, IN

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