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Investment Advisory/Investment Analyst

Piggy, Mumbai, India

Next generation investment platform for everyone.


Piggy - Investment App for Indians

We are democratising finance and financial advice, bringing it within reach of millions of Indians. Like in most pressing problems in India, there has always been great success in solving them through strong initiative and really smart technology. Piggy is a step in that direction where every Indian will have the power to plan for their financial future and in turn be a step closer to achieving their goals and aspirations.

This is a challenging problem that will require a collective of brilliant individuals with a strong vision of creating an impact,  working as team to solve it. We are looking for such exceptional individuals. We put customer experience and great product design at the heart of everything we do. We are looking for people who also believe in the same.

Our vision is shared by Y Combinator, our investor,  which is one of the foremost accelerators in the world.

We look forward for you to be a part of our exciting journey in creating a lasting impact on millions of people.

As a Wealth Advisor/Financial Analyst at Piggy you will completely own in house financial research, design and delivery of investment solutions to customers.We’re looking for someone who is : 



Analytical - Strong with data, math, and numbers. 
Finance or Personal Finance Background - Wealth Management experience, CFP or CFA a must

Strong Research Skills - Ability to sift through tons of information to produce insights for customers

Strong Communication Skills - Ability to effectively engage with Customers and being able to service them.

Technical - Comfortable with Excel. SQL knowledge a plus



Responsibilities 



Complete ownership of Piggy’s financial research and design and delivery of investment solutions to customers.
Creating investment portfolios and reports for Piggy’s customers
Owning Customer servicing and satisfaction of wealth management solutions 
Driving In-house research on Mutual Funds and other financial products.
Weigh in on future product introductions and innovations.
Solving lots of problems as efficiently as possible 


Ideal Background

Masters in Finance/Economics/MBA/CFP/CFA 
2+ years experience in Finance/Personal Finance
Previous experience in Wealth Management as an Advisor a big plus.
Strong Foundation in Math and Statistics 
Strong collaboration skills: written and verbal communication, stakeholder management

About Piggy

Experience an easy way to make Investments in Mutual funds in India. Easiest platform to make mutual fund investments in India. Because you need to make Investments, be it just to park your cash short term to earn better returns, or to invest for your goals or retirement, we've made an easy to use platform for you where you can invest in any fund in India in few clicks and have track your existing investments. Furthermore , you make investments without paying any middlemen commissions and make more returns . After all, It is your money. Don't pay too much to others when you can do it on your own.

Piggy

Want to learn more about Piggy? Visit Piggy's website.