A varied role for analyst investors and wealth management aspirants. It involves analytics and reporting, commentaries on factsheets, assessment of areas of risk and handling client queries etc. LOCATION: Mumbai YOUR FUTURE EMPLOYER A leading, global firm with a distinguished clientele providing extensive financial and asset management services. YOU WILL BE RESPONSIBLE FOR - Developing Pitch Books, Factsheets etc. - Maintain spreadsheets, databases, and models. - Provide Excel-based reporting to monitor portfolio characteristics. - Identifying and assessment areas of risk and implementing preventive procedures. - Oversee quality control checks for integrity and accuracy of content created by a team. THE SUCCESSFUL CANDIDATE - A Qualified Candidate with masters in finance and CFA and 2-4 years of experience. - Develops pitch books, factsheets and handle client queries - Worked in the field of mutual funds, real estate, private equity and hedge funds. - Good knowledge of Alternative asset class. WHATS IN FOR YOU - An opportunity to define, lead and coordinate the operations/function of the company. - Liaise extensively with stakeholders.

Mumbai

Analyst/ Associate- Investor Relations/Wealth Management - BFSI 

Analyst/ Associate- Investor Relations/Wealth Management - BFSI  ,Job Description for Analyst/ Associate- Investor Relations/Wealth Management - BFSI  in Crescendo Global in  Mumbai for (2-7) years of experience. Apply Now!

Job Description for Analyst/ Associate- Investor Relations/Wealth Management - BFSI  in Crescendo Global in  Mumbai for (2-7) years of experience. Apply Now!