Investment Associate (trainee)

Year    MH, IN, India

Job Description

Location:

Andheri (East), Mumbai

Type:

In-Office | Fixed Hours

Role Type



This role is for a

Trainee (6-month traineeship)

with the opportunity to transition into a full-time role if both sides are satisfied.

About Advizur Fintech Private Limited



Advizur Fintech is a tech-driven financial services platform that simplifies money decisions with clean data, AI-powered tools, and plain-English research. Our ecosystem includes calculators, comparisons, and a weekly newsletter designed to make finance clear and actionable.

What youll do (primary responsibilities)



60% -- Research, Data & Reports



Research topics for our tools and content; gather clear notes and reliable sources. Keep data updated (fund NAVs/AUM and basic bond/yield info); doublecheck for simple errors. Compare mutual funds and fixedincome options using our templates; call out the top 2-3 takeaways. Make weekly/monthly reports and dashboards with clean charts and plainEnglish summaries. Run basic checks with our internal metrics; flag anything unusual for review. Coordinate with the social media agency as the POC: share data, factcheck posts, track approvals and the content calendar. Light ops support: keep sheets, folders, and trackers organized and up to date.

20% -- Newsletter, Content & Microcopy



Draft, factcheck, and proof the weekly personalfinance newsletter (snappy intros, crisp takeaways, zero fluff). Convert finance insights into simple visuals (Canva/Figma) and short social snippets. Write product microcopy (tooltips, CTAs, emptystates) in clear, userfriendly language.

20% -- UI/UX with AI



Create lowfidelity wireframes for pages/tools (home, calculators, flows) using AI tools. Run quick A/B copy tests; incorporate feedback into the next iteration.

Skills & Attitude



Strong communication and note-taking skills Fluent in spoken and written English Reliable, self-driven, and proactive Flexible, collaborative, and receptive to feedback

Eligibility



Fresh graduates (BMS, BBA, BAF, BFM, etc) with a keen interest in finance and investments. This role is not open to experienced professionals.
Job Type: Full-time

Pay: ₹8,000.00 - ₹15,000.00 per month

Benefits:

Flexible schedule
Application Question(s):

Are you willing to work on a full - time basis from our office in Andheri East? Where do you stay? (Please Mention the City and Pin code)
Language:

English (Required)
Work Location: Hybrid remote in Chakala, Mumbai, Maharashtra

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Job Detail

  • Job Id
    JD4274064
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year