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.