Build with us.
We're a small, research-driven team in Pune — hiring people who care about process, integrity, and long-term thinking.
Inertia Equities for Wealth is a SEBI-registered, fee-only Investment Advisory firm (RIA No. INA000018090) based in Viman Nagar, Pune. We are a research-driven, governance-focused RIA managing 117+ client relationships and ₹40 Cr+ in assets under advisory — built entirely through referrals, with no paid acquisition and no commission-driven onboarding. Our philosophy is low churn, patient capital, and long-term compounding. All roles below are in-office, Viman Nagar, Pune.
Open roles
Equity Research Intern
Role: Support the research desk in building bottom-up, fundamental research on Indian listed equities. This is serious, primary-source research work — not data aggregation or screen-scraping. You'll go deep into the businesses we study, and the quality of your reading and reasoning matters more than speed. The role amplifies our investment process without diluting it: process-oriented, intellectually honest, and equity-curious.
Responsibilities
- Earnings tracking, portfolio screening, sector notes, and watchlist maintenance.
- Deep-dive company and sector research using primary sources — annual reports, concall transcripts, SEBI filings, and regulatory disclosures — over aggregator data.
- Read closely and critically: notes to accounts, accounting policies, related-party transactions, contingent liabilities, and the fine print most analysts skip.
- Build and maintain financial models — segment-level analysis, ROCE, FCF, DuPont, SOTP — grounded in reported numbers, with assumptions you can defend.
- Reconcile and audit data: corporate actions, demerger artefacts, restatements, and one-offs that distort headline numbers.
- Track corporate actions and management commentary across coverage names.
- Prepare research notes and summaries that hold up to scrutiny on first principles.
Requirements
- Pursuing CFA — Level 1, 2, or 3 cleared.
- Genuine interest in fundamental equity research and Indian markets.
- Strong foundational understanding of financial statements — how the three statements link, and what the numbers actually mean.
- Willing to read long-form material and dig into the notes to financial statements, disclosures, and footnotes; comfortable sitting with dense text.
- Strong Excel; ability to build and stress-test models.
- Skeptical, detail-oriented mindset; preference for primary sources over headline multiples; intellectually honest about what the data does and doesn't say.
What you'll get
- A basic monthly stipend for the duration of the internship.
- Hands-on research access to Capital IQ and Capitaline.
- Direct mentorship on a rigorous, first-principles research process used on live coverage.
- Opportunity to convert to a full-time research role based on internship performance.
Operations Manager
Role: Own the operational backbone of the advisory — client servicing, trade execution support, and MIS — and be accountable for operational business outcomes. This role exists to make service quality non-negotiable as we scale.
Responsibilities
- Track client investment schedules, SIPs, and rebalancing timelines.
- Update and reconcile trades across client accounts and broker platforms.
- Own client follow-ups, review scheduling, report dispatch, and servicing communications.
- Build and maintain MIS dashboards and reporting.
- Take ownership of operational KPIs and business outcomes.
Requirements
- 2–4 years in wealth/advisory/broking operations preferred.
- Strong reconciliation and organizational skills; CRM-savvy; comfort with Excel and back-office tools.
- Excellent written communication.
- NISM Series X-A & X-B certification preferred.
- Able to manage multiple client timelines independently.
Technology Intern
Role: Build and enhance our Python/React-based back-office applications that power advisory operations — portfolio tools, dashboards, calculators, and reporting modules.
Responsibilities
- Maintain and enhance existing Python + React back-office applications.
- Build new internal features and tools from idea to deployment.
- Work with Flask/MySQL backends and React frontends.
- Debug, test, and ship incremental improvements.
Requirements
- Working knowledge of Python and React.
- Familiarity with REST APIs; exposure to Flask/MySQL a plus.
- Self-starter able to own a feature end-to-end.
- Interest in fintech / wealth-tech a plus.
Assistant to Investment Adviser
Role: Work directly with the Investment Adviser on client advisory, review preparation, and onboarding — owning client communication and servicing logistics so the adviser is free for investment thinking and client relationships.
Responsibilities
- Prepare client portfolio reviews and performance reports.
- Own client communication, report dispatch, and review scheduling.
- Support advisory meetings — agendas, notes, follow-up actions.
- Coordinate client onboarding logistics and compliance documentation.
- Assist with research inputs and client documentation.
Requirements
- NISM Series X-A & X-B cleared (mandatory).
- Strong written and verbal communication; CRM-savvy.
- Detail-oriented and discreet with sensitive client information.
- Interest in investment advisory as a long-term career path.
Apply
Tell us about yourself, upload your resume, and pick a preferred interview slot. We'll review every application personally.
Application received.
Thank you — we've received your application and resume. We'll review it and confirm your interview slot by email within a few business days.