Wealth Analyst
Moneylicious Investments
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 advising 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 a position to comfortably present the proposals to UHNIs and Family office 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
Pay: ₹800,000 – ₹1,500,000 a year
To apply for this job please visit www.linkedin.com.