Financial Data Analyst

6 days ago


Karachi, Sindh, Pakistan Lumida Wealth Full time

We are seeking a highly motivated research analyst to join our team of experts at Lumida Wealth, a pioneering AI-driven wealth management startup.

This role will involve conducting in-depth research to support decision-making and strategic planning by our CIO Team, as well as monitoring investment themes, trends, performing competitive analysis, and supporting research activities of the CIO team.

Responsibilities:

  • Conduct research on various topics (e.g., macro, sector views, company earnings, protocol research) and contribute to our newsletter and other written publications.
  • Build and maintain Lumida 'chartbooks' covering Macro, Crypto, Banking Sector, and various Investment Themes.
  • Remain up-to-date on market trends through extensive reading and research, translating insights into actionable strategies.
  • Monitor portfolio net exposures to sectors, factors, and investment themes, suggesting exposure adjustments as necessary.
  • Track the performance of thematic baskets, such as meme stocks, biotech stocks, bitcoin-sensitive equities, GLP1s, China-focused stocks, and heavily shorted stocks, and generate a daily narrative.
  • Implement long and short strategies developed by our research and portfolio management team.
  • Assist with trade analysis – slippage and order execution.
  • Maintain a culture of personal accountability and strive for excellence in market performance.

Requirements:

  • Passion for markets and investing, and ability to operate on a decentralized research basis.
  • Adept and fluent with Google Sheets, GPT prompting, and other trading tools, Koyfin, Trading View.
  • History of high achievement in demanding environments, such as athletics.

Benefits:

  • Competitive salary, equity, and benefits package.
  • Opportunities for professional growth and development.
  • Dynamic and innovative work environment.

We value the holistic growth of both clients and employees, offering an environment conducive to continuous learning, intellectual development, and impactful community engagement, all built on a foundation of exceptional investment expertise.



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