About Us
Skybound Wealth Management is a global financial advisory group with entities across the UK, USA, Switzerland, Cyprus, Spain, and the UAE. The Group provides tailored financial advice to international clients, supported by specialist teams across wealth planning, compliance, and central investment functions.
This is an entry-level investment analyst role based in Mumbai. The emphasis will be on trade execution, portfolio support and market analysis. The primary responsibility is the accurate execution, validation, and settlement of investment trades across platforms and providers. The role sits within the Central Investment Operations team and works closely with advisers across the globe to process dealing instructions, as well as supporting portfolio construction and research into market positioning.
Key Responsibilities
Review, validate, and process investment trades
Ensure accurate settlement, reconciliation, and confirmation of trades across platforms and providers
Maintain accurate investment records and support post-trade operational processes
Support portfolio construction and ongoing monitoring using approved model portfolios and tools such as FE Analytics
Respond to internal and adviser queries relating to portfolio construction and current market positioning
Conduct market and fund-level research to support portfolio reviews and investment discussions
Assist in preparing internal investment materials and performance reporting
Candidate Profile
Bachelor’s degree in finance, economics, or a related discipline (or equivalent experience)
CFA candidacy would be advantageous
0–1 year of relevant professional experience
Strong attention to detail with an analytical mindset
Clear communicator, comfortable working with advisers and investment data
Interest in portfolio construction, markets, and investment operations
Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.
At Skybound Wealth, we’ve spent over two decades helping expats and international clients achieve financial security wherever life takes them.
Our tailored services include wealth management, investment strategies, pension solutions, savings plans, tax planning, and insurance, designed to fit your unique goals and global lifestyle.
We are proud to have been recognized for our excellence in client service, winning awards such as 'Company of the Year' and accolades for 'Excellence in Client Service.' These awards reflect our dedication to providing high-quality, client-centered advice. These awards are a testament to our commitment to delivering top-quality, client-focused financial advice. They highlight our dedication to maintaining the highest standards and reaffirm why so many clients trust us with their financial futures.
Our experienced advisers provide clear, practical guidance on investments, pensions, savings, and more. We know wealth is about more than money, it’s about your aspirations, your family, and your future.
We put our clients first, celebrating your success and providing transparent, effective strategies that grow and adapt alongside you. Whether you’re planning for a major life event, growing your portfolio, or protecting your loved ones, we’re here to help. Join the clients who trust Skybound Wealth to secure their futures and achieve their financial goals.
