Wealth Analyst

About The Job

• A New Age Multi-Family Office Located in Mumbai is hiring for a Wealth Analyst Profile

Qualifications:

• Preferred MBA Finance, CFA and CA, or CFA or CA
• Experience in Private Banking / Private Wealth Products team/ AMC/ Equity Research or with a MNC Bank / Financial Institution
• Preferred To Have All Required NSIM Certifications.

Knowledge, Competency, and Skills Requirement:

• Strong analytical and quantitative skills and the ability to create/gather/analyze data
• Knowledge and experience of investment products and securities markets.
• Advanced MF Excel and PPT skills are a must

The Position Holder Shall Be Responsible For:

• Engage in multi asset class research using fundamental analysis, valuation models, and other metrics.
• Assisting in the composition and maintenance of model investment portfolios.
• Perform several common duties, such as conducting detailed client level portfolio analysis and preparing insightful reports.
• Included in the portfolio analysis is benchmarking the progress vis–vis the plan and the ongoing market opportunity and advise the impact on the portfolio due to suggested changes.
• Should be capable to work on large amounts of data and streamline them into standard formats.
• Utilize specific software applications that attribute portfolio performance to individual securities or asset allocations.
• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.
• Support our senior relationship managers in day-to-day activities while managing our HNI clients and network.
• Should be in position to comfortably present the proposals to UHNIs and Family offices clients.
• Expected to prepare internal and external notes on products and markets.
• Good communication skills and regular tracking of markets and investment products.
• Support in preparation for client meetings and client portfolio reviews and seek information from various product manufacturers.

Desired Skills and Experience:

• Investments, Private Wealth, Wealth Management Services, Multi Family Office, Presentation, Communication
  Employer-provided

Pay: ₹800,000 – ₹1,500,000 a year