Data Research & Analysis Associate

Job Description

Company: Security Investments Limited Location: Delhi NCR, India Employment Type: Full-time Experience Level: Entry-level / Fresher Education: Pursuing or completed CFA / CFP preferred About the Company Security Investments Limited is one of India?s most trusted names in financial advisory and wealth management. With over six decades of experience, we help individuals and institutions make informed investment decisions through integrity, expertise, and client-first service. About the Role We are looking for a motivated and analytical fresher to join our research team. The role involves assisting senior advisors with data-driven insights, market tracking, and product research across financial instruments. Key Responsibilities ?? ?Conduct research and analysis on mutual funds, AIF, PMS, insurance, and other financial products. ?? ?Support preparation of investment reports and client presentations. ?? ?Track financial product performance and market developments. ?? ?Assist in compiling insights for portfolio reviews and internal reports. ?? ?Collaborate with advisors and operations teams to support client servicing. Requirements ?? ?Pursuing or completed CFA / CFP or degree in Finance, Economics, or Business. ?? ?Strong analytical and Excel skills. ?? ?Interest in financial markets, investment products, and research. ?? ?Good written and verbal communication skills. ?? ?Eagerness to learn and grow in a professional environment. What We Offer ?? ?Mentorship from experienced professionals. ?? ?Exposure to multiple verticals of financial services. ?? ?Opportunity to build a foundation for a long-term career in investment advisory.