Investment Manager

At FinEdge, we’re redefining investment management by making high-quality, goal-based investing accessible to all—not just the ultra-wealthy. Our bionic model seamlessly integrates human expertise with cutting-edge technology, empowering investors to achieve long-term financial success through a disciplined, personalized, and process-driven approach. As an Investment Manager, your role is not about sales—it is about helping clients take meaningful financial decisions, building trust and guiding them towards their financial goals. If you’re passionate about ethical investing, financial planning and portfolio management this is where you belong.

What Makes FinEdge Different?

✅ No Sales or Revenue Targets – Your success is measured by client outcomes, not sales figures.
✅ High Client Centricity – Build long-term relationships, co-own client goals and engage in meaningful conversations that create real impact.
✅ Virtual Engagement – Manage all client interactions from office, with no field visits or physical meetings.
✅ Work-Life Balance – No late hours, no pressure-driven selling, just value-driven investing.
✅ State-of-the-Art Investing Platform – Leverage our award-winning ‘Dreams into Action’ (DiA) Investing platform to deliver hyper-customized financial solutions.

*FinEdge is a case study at IIM Kolkata for its transformative business model*

Your Role as an Investment Manager

As part of the Investment Management team, you will:

✔️ Guide clients on their financial journey – Define, prioritize and execute their investment plans through deep collaboration.
✔️ Provide expert financial mentorship – Help clients avoid investing pitfalls, manage market volatility and stay committed to long-term financial goals.
✔️ Deliver hyper-personalized solutions – Leverage DiA’s intelligent insights to create personalised investment plans.
✔️ Meaningful, value-driven engagements – Having impactful conversations, ensuring clients stay on track towards their long term financial objectives.
✔️ Uphold the highest ethical standards – Operate with transparency and high integrity, keeping client interest at utmost priority.

*FinEdge was recognised with the ‘Innovation in Investing’ Award by Franklin Templeton*

Who Are We Looking For?

✔️ Experience - People with 0-3 years of experience. Experience need not be in financial services, as long as the following requirements are met.

✔️ Mindset Over Experience – We value attitude, empathy, and purpose-driven investing more than prior industry experience. Freshers welcome!
✔️ Excellent Communication Skills – Ability to articulate financial concepts in a simple, engaging manner. Proficiency in English & Hindi preferred.
✔️ Educational Qualifications – A Master’s Degree is required. Certifications like CFP (Certified Financial Planner) are an added advantage.
✔️ Genuine Passion for Financial Planning – A strong desire to help people achieve financial independence through ethical and goal-based investing.
✔️ Adaptability & Organizational Skills – Ability to multi-task, manage client interactions efficiently, and follow a structured investment process.

📌 Post-Joining Requirement: Clearing the NISM Series V-A certification (mandatory).

Compensation & Growth Opportunities

  • Starting CTC for Post-Graduates : ₹7.4 LPA (₹5 LPA Fixed + ₹2.4 LPA qualitative variable based on effort quality, not sales targets)
  • Structured career growth based on expertise and creating meaningful client impact
  • Continuous learning opportunities in goal-based investing, behavioural finance and investment advisory
  • Access to certifications like CFP supported by the company

*FinEdge is a Certified ‘Great Place to Work’*

Why Join FinEdge?

Unlike banks and traditional investment management firms that prioritize sales, lack work-life balance, or may not be fully client-centric, FinEdge provides a truly unique and enriching work environment. We are committed to delivering value to our clients while continuously working on growth and well being of our people.

At FinEdge, we are redefining investing with technological innovation, integrity and a client-first approach. We provide a work environment that values ethics over sales, fosters expertise in goal-based investing and supports continuous professional growth. If you are looking for a career with purpose, where learning and development are prioritized, we would love to have you on board.

Ready to make a real impact in the world of investing?