Associate Financial Analyst

Junior Financial Analyst

Company: Berrywise.ai
Location: Bengaluru / Remote / Hybrid
Experience: 0–2 years
Role Type: Full-time / Internship-to-full-time
Function: Investment Research, Portfolio Analytics, Financial Analysis
Start Date: Immediate
Salary: Up to 70000

About Berrywise.ai

Berrywise.ai is a fintech company building data-driven and personalised investment solutions. We combine finance, data science, portfolio analytics, and technology to help investors make better long-term investment decisions.

Our work spans portfolio construction, fund selection, risk profiling, performance analysis, asset allocation, rebalancing, and investment research. We are looking for a curious and detail-oriented Junior Financial Analyst who wants to build strong foundations in investment analysis, mutual funds, quantitative finance, and AI-enabled financial workflows.

About the Role

As a Junior Financial Analyst at Berrywise.ai, you will support the investment and research team across financial analysis, fund research, market research, portfolio analytics, and client-facing insights.

This role is ideal for an early-career finance professional who is interested in wealth management, mutual funds, asset allocation, portfolio analytics, investment research, and the use of data and technology in finance.

You will work on practical investment problems, analyse financial and market data, prepare research outputs, and support the development of smarter investment workflows.

Key Responsibilities

• Conduct research on mutual funds, asset classes, sectors, market trends, and macroeconomic indicators.

• Analyse mutual fund performance, risk metrics, portfolio composition, style factors, and historical returns.

• Support fund selection, peer comparison, and portfolio review exercises.

• Assist in preparing investment notes, market summaries, client reports, and internal research documents.

• Analyse financial statements, ratios, company fundamentals, and sector-level trends where required.

• Work with portfolio and risk data to identify trends, outliers, and insights.

• Support portfolio monitoring, rebalancing analysis, and risk profiling workflows.

• Help build and maintain financial models, dashboards, and structured research templates.

• Use AI and data tools to improve research, reporting, documentation, and analysis workflows.

• Collaborate with investment, product, and technology teams on finance-led product features and analytics.
  

Freshers with strong finance fundamentals and a genuine interest in investing are encouraged to apply.

Required Skills

• Basic understanding of financial statements, mutual funds, asset allocation, and investment products.

• Strong analytical and problem-solving skills.

• Good Excel / Google Sheets skills.

• Ability to prepare clean, structured research notes and reports.

• Comfort with numbers, financial data, and market information.

• Strong attention to detail.

• Clear written communication.

• Ability to learn quickly and work independently.

Preferred Skills

• Familiarity with mutual fund analysis, portfolio metrics, risk-return analysis, or asset allocation.

• Understanding of DCF valuation, ratio analysis, comparable company analysis, or equity research.

• Exposure to Python, SQL, Power BI, Tableau, or financial data tools.

• Experience using AI tools for research, reporting, analysis, or automation.

• Interest in quantitative finance, portfolio optimisation, or wealth-tech products.
  

APPLICATION ASSIGNMENT - IMPORTANT

As part of the application, please complete the following short assignment.

Use Jetro AI, a free open-source AI tool that works inside VS Code or Antigravity, to build one finance or investment-related project. Applications without assignment submission will not be considered.

Choose any one of the following:

1. Mutual Fund Peer Comparison
   Compare 4–5 mutual funds in one category based on returns, volatility, expense ratio, AUM, portfolio composition, and risk-adjusted performance.

2. Portfolio Review Dashboard
   Create a simple dashboard for a sample investor portfolio showing asset allocation, risk level, concentration, performance, and suggested observations.

3. Market Regime Note
   Prepare a short note on the current market environment and how it may impact equity, debt, gold, or hybrid fund allocation.

4. Stock or Sector Research Note
   Prepare a one-page research note on a listed company or sector, covering business overview, key financials, risks, valuation, and outlook.

5. Rebalancing Case Study
   Create a simple example showing when and why an investor portfolio may need rebalancing.
   

Submission format:

• PDF, screenshots, Loom video, or shared project link

• Include the prompts/workflow you used

• Keep the output concise and structured

Your submission will be evaluated on:

• Clarity of financial thinking

• Quality of analysis

• Structure and presentation

• Practical use of AI

• Ability to convert financial data into useful investment insight
  

Prior experience with Jetro AI is not required. We are looking for candidates who can learn quickly, think clearly, and produce useful financial analysis using modern AI tools.

What You’ll Gain

• Exposure to investment research, portfolio analytics, and wealth-tech.

• Practical experience with mutual funds, risk analysis, portfolio construction, and market research.

• Opportunity to work at the intersection of finance, data science, and technology.

• Experience using AI tools in real financial workflows.

• Mentorship from a team working on data-driven investment solutions.

• Opportunity to grow into roles across investment research, portfolio analytics, product, or financial data analysis.

• It is a Full Time Accountant job for candidates with 0 - 2 years of experience.