Ø nbsp; Analyst-Research amp; Advisory
Ø nbsp; Thisposition will be based out in Mumbai
Ø nbsp; ManagingPartner
Ø nbsp; Minimum Experience: 4 Years plus
Ø nbsp; Preferred Education: B.Com / Master’s in Business Administrationin Finance. Possessing a degree of nbsp;CA/CFA will be an added advantage Candidatewith past experience in Financial reporting and NISMcertifications will be preferred
Objective of the role:
Ø nbsp; The candidate would be a part of the advisoryteam which provides various decision based support to the team through variousreporting and analytics. The candidate will assist the client acquisition teamby preparing portfolio reviews amp; proposals as per the need of the client .
Ø nbsp; Stronginterpersonal skills with ability to communicate complex/competing ideas to allstake holders.
Ø nbsp; Strongwritten and oral communication skills.
Ø nbsp; StrongAnalytical amp; Mathematical skills.
Ø nbsp; Good understanding of financial markets.
Ø nbsp; Knowledge of Advance Excel and financialmodelling.
Ø nbsp; Prepare Portfolio reviews amp; Investmentreports proposals as per the requirement of the client.
Ø nbsp; Assist and coordinate with relationship managersto understand the client requirements.
Ø nbsp; Accompany relationship managers for salesmeeting.
Ø nbsp; Profile clients appropriately and ensureportfolios advised are in line with client risk appetite.
Ø nbsp; Coordinate with the Product team forcustomization of products as per the client need.
Ø nbsp; Design and strengthen the investment planningprocess.
Ø nbsp; Prepare financial analysis across portfolios forthe clients after understanding the requirements of clients.
Ø nbsp; Prepare and present the review reports oninvestments made.