Wealth Management Analyst - Mumbai, India - MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED
Description
A New Age Fintech based out of Mumbai . serving a vast diaspora of institutional and retail customers across India is hiring for Wealth Management Analysts
Days of work- Monday to Friday
Location - Lower Parel (Close by from Lower Parel Station and Currey Road Station)
The position will be responsible to provide analytics which are accurate. Should have an understanding on markets and various asset classes. Should be eager to learn new things that will enhance their skill set and should be ready to go to lengths to deliver output well within the stipulated time.
Pre-Requisite
Preferred MBA Finance, CFA and CA, or CFA or CA
Experience of minimum 1 to 2 years in Private Banking / Private Wealth Products team/ AMC/ Equity Research or with a MNC Bank / Financial Institution
Preferred to have all required NSIM certifications.
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
Job Description :
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