A New Age Multi-Family Office Located in Mumbai is hiring for 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/analyse data

• Knowledge and experience of investment products and securities markets.

• Advance MF Excel and PPT skills 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-à-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.