360 One Wealth - Portfolio Analyst - IIM/MDI/SP Jain

Portfolio Analyst | IIM I/K/L/S, MDI/SP Jain or similar 22-24 Batch only

Position: Portfolio Analyst

Department: Key Clients Group

Company: 360 One Wealth

Overview:

360 One Wealth is seeking a detail-oriented and analytical Portfolio Analyst to join our Key Clients Group. This role involves preparing client materials, conducting data analytics, and providing analytical support during client meetings. The ideal candidate will support Relationship Managers and Portfolio Strategists in delivering high-quality service to our valued clients with a path towards gradually transitioning into client facing Portfolio Strategist role.

About 360 One Wealth: As India's leading wealth and alternates-focused asset firm, we have more than US$ 56.3 billion assets under management and help around 7,200 HNI and ultra-HNI families, manage, grow and preserve their wealth and legacy. Our focus is on advising clients to preserve, manage and grow their wealth and legacy. This is consistently achieved through deep research and having the best team of product experts across all asset classes.

Qualifications/Preferred Skills

- Batch of 2022-24 MBA from Top 10 college-; certifications (such as CFA) are a plus.

- Strong analytical skills with a focus on investment strategies and portfolio management.

- Proficiency in preparing presentations and spreadsheets for investment proposals.

- Excellent communication skills for client interactions and internal coordination

- Strong proficiency in MS Excel, PowerPoint, and other analytical tools.

- Knowledge of industry-standard tools like Bloomberg is a plus

- Familiarity with financial instruments such as mutual funds ,AIFs , NCDs etc is a plus