Associate Investment Manager (AIM)

An early-career, client-facing role designed to build strong foundations in goal-based investing and behavioural discipline. It involves structured client engagement with mentoring and is suited for individuals with at least one year of experience after graduation who are seeking a serious, ethical, long-term career in financial services.

Role Snapshot 

  • Client-facing, relationship-driven investment role
  • Focused on goal-based investing and behavioural management
  • No sales, revenue, product, or AUM targets
  • Fully digital, structured, office-based work environment
  • Designed as a long-term career role, not a transactional job 

About FinEdge 

FinEdge is a goal-based investment planning firm focused on helping individuals and families achieve their most important financial goals through a disciplined, ethical, and process-driven approach. Our proprietary bionic investing platform, Dreams into Action (DiA), blends intelligent technology with human expertise to support better decision-making, behavioural discipline, and long-term consistency.
 
DiA was recognised with the Innovative Wealth Planning Tools Award at the Economic Times BFSI FinNext Awards 2025. FinEdge has also received the ‘Innovation in Investing’ award from Franklin Templeton. Our business model is a case study at IIM Kolkata, and we are a Certified Great Place to Work.

 

Why This Role Exists 

The Associate Investment Manager role exists to help clients stay aligned with their long-term financial goals, especially during moments of uncertainty, market volatility, and life changes.

 

Key Responsibilities 

  • Engage with clients to understand financial cash flows, goals and financial ratios
  • Support goal and portfolio reviews
  • Help manage client emotions and stay goal-oriented, especially during volatility
  • Build strong relationships with scheduled virtual meetings
  • Maintain accurate data on DiA

Learning Curve (First 3–6 Months)

  • Start with 15–20 clients
  • Close mentoring by senior Investment Managers
  • Gradual scale to ~100 clients

Work Structure

  • Calendarised, planned client interactions
  • Fixed working hours (9:30 AM – 6:30 PM)
  • Predictable, calm work environment

What This Role Is Not

  • No sales or revenue targets
  • No product pushing
  • No field work

Performance Evaluation

  • Client engagement quality
  • Review consistency
  • Client trust and referrals

Training & Psychological Safety

  • One-month structured induction
  • Learning-focused environment
  • Mistakes treated as learning opportunities

Autonomy & Support

  • Trusted ownership
  • Support available without micromanagement

Who Can Apply

  • Graduates (minimum 1 year  experience after graduation preferred)
  • Wealth management experience not required
  • CFP strongly preferred
  • Not open to current students

Growth & Compensation

  • AIM to IM in 12–18 months
  • Fixed-first compensation: FinEdge follows a clean, transparent compensation structure. Fixed compensation forms the core of the salary and translates clearly into monthly take-home pay. We do not inflate CTC numbers through complex or opaque components.
  • In addition, there are qualitative incentives as well.

Who You Become at FinEdge

A trusted investment professional with strong judgement, EQ, and long-term perspective.