Assistant Manager - Financial Analyst - Family Office Team - BFSI

Job Role :

The Analyst would be part of the Family Office Team focusing on the following activities:-

Analysis & Presentations :

Preparing Portfolio Reviews, Investment Proposals & Investment Mandates for prospective and existing clients as per the risk profiling of the clients

Analysing existing portfolios. Suggesting restructuring/ reallocation if required

Actively assisting in on-boarding clients, customization of materials

Preparing portfolio performance documents & Preparing pitch presentations

Preparing Stake Sale/Asset Sale Presentations for clients and advising clients on Capital Gains.

Deployment and monitoring the portfolio as per asset allocation strategy

Coordinating with the Products team for customization of products as per client requirements

Preparation of materials (such as review notes, analytics, family packs, held away assets, Excel, MIS etc.) as needed for the allocated client base

Understanding each case, customization of formats and analytical materials

Being actively involved in product innovation and customization of templates and analytics

Preferred Candidate Profile:

Good understanding of Indian markets and investment products

Strong Analytical skills

Strong Mathematical skills

Experience in using Advanced Excel

Excellent communication skills (verbal and written)

Postgraduate (Fin) / CA preferred

Sheetal Kamble