Associate - Research & Client Engagement

We’re growing our boutique wealth management practice in Kolkata!We are looking for an Associate – Research & Client Engagement to join our team and bring fresh ideas to our clients.Location: KolkataAbout UsWe are a boutique wealth management firm based in Kolkata serving individuals, families, and corporates with personalized financial solutions. With expertise in investment research and portfolio management, we pride ourselves on building long‑term, trust‑based relationships with our clients. We are now expanding our intellectual capital and looking for a dynamic professional to join our team.Role OverviewAs Associate – Research & Client Engagement, you will contribute to investment research, generate independent insights, and actively participate in client interactions. This role offers the opportunity to work closely with the Principal and play a key part in shaping the firm’s evolution into a collaborative boutique practice.Key Responsibilities:- Conduct independent research on financial products, markets, and investment strategies. - Prepare thematic reports, sector outlooks, and product notes for client communication. - Participate in portfolio reviews and contribute ideas during client discussions. - Support client engagement by building trusted relationships and ensuring seamless communication. - Collaborate on thought leadership initiatives such as newsletters, webinars, and insights. - Contribute fresh perspectives to strengthen the firm’s intellectual capital.Desired Profile:- At least 3 years of experience in investment research, wealth management, or financial services. - Strong analytical skills across equity, debt, and alternative investments. - Excellent communication and presentation skills; confident in client‑facing roles. - Professional qualifications such as CFA, CA, or MBA (Finance) preferred. - Self‑driven, entrepreneurial mindset with the ability to thrive in a boutique setup.What We Offer:- Opportunity to work in a boutique firm with high‑touch client relationships. - Direct exposure to diverse clients: HNIs, family offices, and corporates. - Collaborative environment where your ideas directly shape investment strategy. - Competitive compensation aligned with experience and potential.

Apply Now