Job Description: Job Title: Analyst - Investments & Wealth Management Location: HSR Layout, Bangalore Experience: 2 - 5 Years Qualification: CFA / MBA (Finance) / CA or equivalent About the Role: We are looking for a highly analytical and detail-oriented Analyst to join our Investment & Wealth Management team. The role will involve investment research, financial analysis, portfolio evaluation, and preparation of insights to support investment and wealth management decisions. Key Responsibilities: - Conduct financial and investment research across equities, mutual funds, PMS, AIFs and other investment products. - Analyze companies, financial statements, business performance and key financial metrics. - Track market trends, economic developments and sector-specific opportunities. - Evaluate investment opportunities and prepare concise research notes and recommendations for internal review. - Support portfolio analysis, asset allocation and performance monitoring. - Prepare financial models, valuation analysis and investment presentations. - Work closely with senior investment and wealth management teams to provide data-driven insights. - Monitor existing investments and highlight key developments, risks and opportunities. - Ensure accuracy and quality of financial data, analysis and reports. Skills & Competencies: - Strong analytical and financial modelling skills. - Good understanding of equity markets, investments and financial products. - Ability to interpret financial statements and perform company/sector analysis. - Strong Excel and PowerPoint skills. - Excellent attention to detail and numerical ability. - Strong communication and presentation skills. - Ability to work independently and manage multiple priorities. What We Offer: - Exposure to wealth management, investment advisory and family office operations. - Opportunity to work closely with senior investment professionals and HNI/UHNI client portfolios. - Exposure to multiple asset classes and investment strategies. - Fast-paced environment with significant learning and professional growth opportunities.

Bangalore

4Thought Finance - Analyst - Investments & Wealth Management 

Job Description for 4Thought Finance - Analyst - Investments & Wealth Management  in 4thought in  Bangalore for (2-5) years of experience. Apply Now!