About the CompanyLinac Finserv Pvt. Ltd., established in 2008, is a financial services firm specializing in mutual fund distribution, insurance advisory, and financial planning solutions. The firm focuses on helping investors build disciplined, goal-oriented portfolios and achieve long-term financial security through informed investment decisions.To strengthen our advisory and client engagement capabilities, we are looking for a young, analytical, and digitally savvy professional who can combine financial market understanding with creative digital outreach. who generates ideas, experiments with digital formats, and independently drives initiatives, rather than relying on external agencies.Role OverviewThis role combines equity and mutual fund research with digital engagement and brand visibility initiatives. The selected candidate will support investment analysis, portfolio reviews, and client communication while also designing and executing digital awareness campaigns across social media and messaging platforms.Key Responsibilities1. Financial Research & Market AnalysisTrack and analyze equity markets, macroeconomic trends, and sector developments.Conduct mutual fund analysis and comparison across categories (equity, hybrid, debt, thematic). Monitor fund performance, risk metrics, and portfolio composition.Support preparation of portfolio reviews and investment insights for clients.Prepare short research notes, market updates, and investment insights for client communication.2. Portfolio & Client Advisory SupportAssist in portfolio evaluation and asset allocation analysis.Develop comparison reports for mutual funds and investment products.Support preparation of client presentations, review decks, and financial insights.3. Digital Marketing & Brand VisibilityDesign and implement digital marketing and social media strategies.Develop content for LinkedIn, Instagram, WhatsApp broadcast groups, and other platforms.Plan investor awareness campaigns and engagement initiatives.Conceptualize creative formats such as short videos, reels, infographics, and educational posts.4. Client Engagement InitiativesDevelop ideas for investor education campaigns.Plan WhatsApp communication strategies for market updates, investment insights, and event invitations.Suggest interactive formats such as polls, quizzes, and financial awareness campaigns.5. Content CreationCreate simple, engaging content explaining:Market developmentsMutual fund performanceInvestment conceptsFinancial planning insightsConvert complex financial ideas into easy-to-understand visual or short-format content.Preferred QualificationsGraduate /Post graduate in Finance, Commerce, Economics, or Business.Candidates having NISM certifications / CFA / MBA Finance will be preferred.Familiarity with Canva or social media scheduling tools etc. will be an advantage.What We OfferOpportunity to work closely with experienced financial advisors.Exposure to portfolio advisory, market research, and investor communication.Scope to experiment with new ideas and build brand visibility initiatives.
Job Title
Research & Digital Strategy Associate