13 Investment Advisors jobs in Jaipur
Senior Quantitative Analyst - Investment Strategies
Posted 6 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop, backtest, and implement quantitative investment strategies and trading algorithms.
- Design and build robust statistical and machine learning models for market prediction, risk assessment, and portfolio optimization.
- Analyze large datasets of market data, economic indicators, and financial instruments.
- Collaborate with portfolio managers and traders to understand their needs and translate them into quantitative solutions.
- Monitor the performance of deployed strategies and identify areas for improvement.
- Conduct rigorous risk analysis and ensure compliance with regulatory requirements.
- Research and evaluate new quantitative techniques and technologies.
- Communicate complex quantitative concepts and results clearly to both technical and non-technical audiences.
- Contribute to the development of the firm's quantitative research infrastructure.
- Mentor junior quantitative analysts and contribute to team knowledge sharing.
Qualifications:
- Master's or Ph.D. in a quantitative field such as Financial Engineering, Mathematics, Statistics, Physics, or Computer Science.
- Minimum of 7 years of experience in quantitative analysis, algorithmic trading, or investment strategy development within the financial industry.
- Proven experience in statistical modeling, time-series analysis, and machine learning techniques.
- Proficiency in programming languages such as Python (with libraries like NumPy, Pandas, SciPy, Scikit-learn), C++, or R.
- Strong understanding of financial markets, derivatives, and portfolio theory.
- Experience with financial databases and market data platforms.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills, with the ability to articulate complex ideas effectively.
- Ability to work collaboratively in a team environment and manage multiple projects.
- Must be willing to work full-time from our office in **Jaipur, Rajasthan, IN**.
Financial Planning and Analysis Manager
Posted today
Job Viewed
Job Description
Company Overview:
BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.
Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.
We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.
Position Summary:
We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.
Key Responsibilities:
- Own annual budgeting and quarterly forecasting processes for the entire organization
- Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
- Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
- Prepare monthly board packages and present financial results to executive leadership
- Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
- Lead variance analysis and provide actionable insights to drive business performance
- Support fundraising activities with investor materials and financial due diligence
Required Qualifications:
- 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
- Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
- Advanced Excel/Google Sheets and SQL skills
- Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
- Strong analytical and financial modeling skills
- Excellent communication and presentation abilities
- Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred Qualifications:
- MBA or CFA designation
- Experience at high-growth SaaS companies ($10M-$100M ARR)
- Familiarity with revenue recognition standards (ASC 606)
- Experience with planning tools (Adaptive, Anaplan, etc.)
- Python/R programming skills
- Ability to overlap with EST / PST timezones (till 12:30 AM IST)
Interview Process
- Recruiter Screen
- Interview with Director of FP&A
- Assessment - Financial Modeling
- Interview with Head of Finance / Head of Operations / Director - Strategy
- Interview with CEO / CTO
Financial Planning and Analysis Manager
Posted 3 days ago
Job Viewed
Job Description
Company Overview:
BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative technology that transforms complex search data into actionable insights. We're not just another martech company – we literally pioneered the SEO platform category and continue to lead with AI-powered solutions.
Working with us means joining a team that's solving fascinating technical and business challenges at scale. You'll be directly impacting how major brands connect with their audiences online.
We are seeking an experienced FP&A Lead / Manager to join our team and drive strategic financial initiatives while providing critical insights to our executive leadership team.
Position Summary:
We're seeking an experienced FP&A Manager to join our finance team and drive strategic financial planning for our rapidly growing SaaS business. You'll be responsible for forecasting, budgeting, and providing analytical insights to support our ARR growth.
Key Responsibilities:
- Own annual budgeting and quarterly forecasting processes for the entire organization
- Develop and maintain comprehensive SaaS metrics reporting including ARR, churn, LTV/CAC, and unit economics
- Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify growth opportunities
- Prepare monthly board packages and present financial results to executive leadership
- Build financial models to support strategic initiatives, pricing decisions, and investment prioritization
- Lead variance analysis and provide actionable insights to drive business performance
- Support fundraising activities with investor materials and financial due diligence
Required Qualifications:
- 5-10 years of FP&A experience, with 3+ years in SaaS/subscription businesses
- Deep understanding of SaaS metrics (ARR, MRR, churn, LTV/CAC, cohort analysis)
- Advanced Excel/Google Sheets and SQL skills
- Experience with Salesforce, NetSuite, and BI tools (Tableau/Looker preferred)
- Strong analytical and financial modeling skills
- Excellent communication and presentation abilities
- Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred Qualifications:
- MBA or CFA designation
- Experience at high-growth SaaS companies ($10M-$100M ARR)
- Familiarity with revenue recognition standards (ASC 606)
- Experience with planning tools (Adaptive, Anaplan, etc.)
- Python/R programming skills
- Ability to overlap with EST / PST timezones (till 12:30 AM IST)
Interview Process
- Recruiter Screen
- Interview with Director of FP&A
- Assessment - Financial Modeling
- Interview with Head of Finance / Head of Operations / Director - Strategy
- Interview with CEO / CTO
Senior Financial Analyst - Corporate Financial Planning
Posted 11 days ago
Job Viewed
Job Description
Wealth Management Intern
Posted today
Job Viewed
Job Description
About the Company
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
About the Role
We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.
About the Internship:
As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.
Key Responsibilities
As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:
1. Wealth Management & Client Engagement
- Learn about client interaction and investment strategies.
- Assist in preparing pitch books and investment presentations for clients.
- Analyze and present market data insights for portfolio recommendations.
- Participate in mock client meetings to develop communication skills.
2. Financial Research & Analysis
- Conduct fundamental and technical analysis of equities and alternative investments.
- Understand debt securities and yield to maturity (YTM) calculations.
- Compare investment options such as corporate bonds, NCDs, and mutual funds.
3. Portfolio & Risk Management
- Develop portfolio allocation strategies.
- Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
- Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.
4. Technical & AI-Driven Financial Tools
- Learn about artificial intelligence in portfolio management.
- Work on Virtual Risk Analyser.
- Work on Virtual Portfolio Analyser.
5. Capstone Project
- Prepare an investment proposal for a client, including:
- Portfolio allocation recommendations.
- Long-term macroeconomic outlook.
- Security/fund selection and justification.
What You Will Learn
- Practical exposure to investment advisory, portfolio construction, and risk analysis.
- Hands-on experience of asset allocation using investment advisory tools.
- Strong analytical and financial modelling skills.
- Enhanced presentation and communication skills.
- Knowledge of AI applications in finance.
Who Should Apply?
- Student of fresh graduate from any academic discipline.
- Strong analytical and problem-solving skills.
- Basic knowledge of Microsoft Office.
- Willingness to self-learn and work in a fast-paced environment.
Internship Details
Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.
Type: Unpaid
Wealth Management Intern
Posted 1 day ago
Job Viewed
Job Description
About the Company
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
About the Role
We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.
About the Internship:
As a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas. The internship is designed to provide practical exposure to wealth management simulation.
Key Responsibilities
As part of the internship, you will work through a structured set of assignments designed to enhance your understanding of investment strategies and client portfolio management - asset allocation. Your primary responsibilities will include:
1. Wealth Management & Client Engagement
- Learn about client interaction and investment strategies.
- Assist in preparing pitch books and investment presentations for clients.
- Analyze and present market data insights for portfolio recommendations.
- Participate in mock client meetings to develop communication skills.
2. Financial Research & Analysis
- Conduct fundamental and technical analysis of equities and alternative investments.
- Understand debt securities and yield to maturity (YTM) calculations.
- Compare investment options such as corporate bonds, NCDs, and mutual funds.
3. Portfolio & Risk Management
- Develop portfolio allocation strategies.
- Perform AI powered risk profiling using our Virtual Risk Analyser and understand your behavioural biases.
- Create a portfolio of assets allocating virtual money to buy equities, debt, ETFs and alternative investments such as REITs, INVITs etc. with near live price feeds and compare your asset allocation to target asset allocation suggested through AI powered risk profiling.
4. Technical & AI-Driven Financial Tools
- Learn about artificial intelligence in portfolio management.
- Work on Virtual Risk Analyser.
- Work on Virtual Portfolio Analyser.
5. Capstone Project
- Prepare an investment proposal for a client, including:
- Portfolio allocation recommendations.
- Long-term macroeconomic outlook.
- Security/fund selection and justification.
What You Will Learn
- Practical exposure to investment advisory, portfolio construction, and risk analysis.
- Hands-on experience of asset allocation using investment advisory tools.
- Strong analytical and financial modelling skills.
- Enhanced presentation and communication skills.
- Knowledge of AI applications in finance.
Who Should Apply?
- Student of fresh graduate from any academic discipline.
- Strong analytical and problem-solving skills.
- Basic knowledge of Microsoft Office.
- Willingness to self-learn and work in a fast-paced environment.
Internship Details
Duration: Self-paced. Option of 1 month or 2 months within a period of 4 months provided.
Type: Unpaid
Senior Financial Analyst - Corporate Planning
Posted 8 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop, maintain, and enhance complex financial models for forecasting, budgeting, and long-term strategic planning.
- Analyze monthly, quarterly, and annual financial results, identifying key drivers and variances from budget and forecast.
- Prepare comprehensive financial reports, presentations, and dashboards for senior management, highlighting key performance indicators and insights.
- Conduct in-depth financial analysis to support business initiatives, investment decisions, and new product launches.
- Assist in the annual budgeting process, working closely with department heads to consolidate and review budgets.
- Monitor key financial metrics and provide early warnings on potential risks and opportunities.
- Perform ad-hoc financial analysis and modeling to address specific business questions and challenges.
- Collaborate with the accounting team to ensure accurate financial reporting and compliance.
- Evaluate the financial viability of potential mergers, acquisitions, and strategic partnerships.
- Streamline and improve existing financial planning and analysis processes.
- Provide financial insights and recommendations to optimize profitability and operational efficiency.
- Stay informed about industry trends and economic conditions that may impact the company's financial performance.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. A Master's degree or professional certification (e.g., CFA, CPA) is a plus.
- Minimum of 5 years of progressive experience in financial planning and analysis (FP&A), corporate finance, or a similar analytical role.
- Proficiency in financial modeling, including building robust and dynamic spreadsheets.
- Advanced knowledge of Microsoft Excel, including complex formulas, pivot tables, and data visualization.
- Experience with financial planning software (e.g., Hyperion, Anaplan, SAP BPC) is highly desirable.
- Strong understanding of accounting principles and financial statements.
- Excellent analytical, quantitative, and problem-solving skills.
- Exceptional written and verbal communication skills, with the ability to present complex financial information effectively.
- Strong organizational skills and attention to detail.
- Ability to work independently and collaboratively in a team-oriented environment.
- Familiarity with the business landscape in Jaipur, Rajasthan, IN is advantageous.
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Senior Financial Analyst - Corporate Planning
Posted 14 days ago
Job Viewed
Job Description
- Developing and maintaining complex financial models for forecasting and budgeting.
- Performing variance analysis and explaining deviations from budget and forecast.
- Preparing monthly, quarterly, and annual financial reports for senior management.
- Assisting in the strategic planning process and long-term financial projections.
- Conducting ad-hoc financial analysis to support business initiatives.
- Evaluating investment opportunities and providing financial recommendations.
- Collaborating with accounting teams to ensure accurate financial reporting.
- Identifying opportunities for process improvements within the finance function.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or CPA/CFA is a plus.
- 5+ years of progressive experience in financial analysis, FP&A, or corporate finance.
- Proficiency in financial modeling, forecasting, and valuation techniques.
- Strong knowledge of accounting principles and financial reporting standards.
- Advanced skills in Microsoft Excel and financial software (e.g., SAP, Oracle, Hyperion).
- Excellent analytical, problem-solving, and presentation skills.
- Ability to work independently and manage multiple priorities in a remote environment.
Financial Advisor
Posted today
Job Viewed
Job Description
TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.
Financial Advisor's required:
Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.
Positives:
- We don't have to prove TATA as a brand. People have trust in us.
- You will sell a product (Term plan / Life Insurance) which is need of the hour.
- Part time or full time.
- You may join us along with your present job also.
- Eligibility - Graduation or P. G.
- Profit margion - 25 - 30%
- Work from Home. You can be anywhere in India.
- No sales Target.
- Sales support will be provided.
Negatives:
- It's not an easy product to sell.
- You should be able to talk to people confidently. It's not an easy skill.
If the above interests you, please share your no. or call us directly @ .
Thanks
Gaurav Verma
CBA
TATA AIA Life Insurance
Financial Advisor
Posted 4 days ago
Job Viewed
Job Description
TATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand.
Financial Advisor's required:
Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be able to generate leads from open market. For conversion of leads, sales support will be provided. On conversion, average commission will be 25% of the premium, and monthly payout will be provided.
Positives:
- We don't have to prove TATA as a brand. People have trust in us.
- You will sell a product (Term plan / Life Insurance) which is need of the hour.
- Part time or full time.
- You may join us along with your present job also.
- Eligibility - Graduation or P. G.
- Profit margion - 25 - 30%
- Work from Home. You can be anywhere in India.
- No sales Target.
- Sales support will be provided.
Negatives:
- It's not an easy product to sell.
- You should be able to talk to people confidently. It's not an easy skill.
If the above interests you, please share your no. or call us directly @ .
Thanks
Gaurav Verma
CBA
TATA AIA Life Insurance