Financial Research & Validation Analyst

About Affluense

Affluense is an AI-powered wealth intelligence platform used by leading wealth managers, banks and BFSI firms across India. We track who’s creating wealth, which deals are happening and where money is moving, and we turn that into intelligence our customers act on every day. Our customers make real decisions based on what we deliver, so every number, name and deal has to be right.

The Role

You’ll own the accuracy of the financial intelligence we deliver. You’ll review deal activity, company financials and wealth signals, verify them against multiple sources, and make sure everything is correct and complete before it reaches our customers. This is a finance and research role. It is not a data science or machine learning role.

Key Responsibilities

• Verify deals, including funding rounds, IPOs, M&A, block deals, stake sales and exits, for accuracy: amounts, valuations, parties involved and dates
• Cross-check company and promoter information across sources such as MCA filings, exchange disclosures, DRHPs and news
• Catch inconsistencies, missing details and anything that doesn’t add up
• Organise and clean data in Excel so it’s ready to use
• Keep up with India’s deal and capital markets activity, and flag what matters
• Help us tighten our review checklists and processes as we grow

Qualifications

• BBA, BCom, BMS or Economics students or recent grads with a Finance specialisation (final-year students are welcome)
• A solid understanding of how deals work: what a funding round, IPO, OFS, merger or acquisition actually means, and the numbers behind it
• Comfort reading annual reports, financial statements and exchange filings
• Strong Excel skills: VLOOKUP/ XLOOKUP, pivots, cleaning and reconciling messy data
• Exceptional attention to detail
• Quick with numbers and comfortable working with large volumes of information
• An eye on the markets out of genuine interest

Good to Have

• CFA Level 1, CA Inter or NISM certification, or currently pursuing one
• Basic Python or SQL, or the willingness to learn it to automate repetitive work
• Experience in your college finance or investment club, or a stock market society

Why Join Us

• Work directly with the founders at a funded, fast-growing fintech startup
• A front-row view of India’s wealth creation and deal ecosystem
• A clear path from internship to a full-time role, based on performance
• Real ownership: your work goes straight to the customers