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24/02 Vikram Singh Rathore
Principal Consultant at Jobflix

Views:91 Applications:18 Rec. Actions:Recruiter Actions:9

Financial Advisor - Quantitative Investment Research Firm (5-7 yrs)

Kolkata Job Code: 1225387

Company Name: Algo One

About company: Algo One AI Pvt Ltd is an quantitative investment research firm constantly striving to deliver performance that is both significant and consistent, maximizing investment returns while protecting capital. In pursuit of that goal, we employ a variety of quantitative investment strategies coupled with risk management strategies that help to mitigate risk as well as maximize alpha.

Job role: Investment Financial Advisor

Job Responsibilities:

- Develop and implement investment strategies for clients in accordance with their financial objectives

- Conduct research and analysis to identify potential investments and make buy, hold, or sell recommendations

- Monitor the performance of the funds and make adjustments as necessary

- Monitor market trends and economic conditions to adjust investment strategies as needed

- Communicate regularly with clients to provide updates on portfolio performance and address any concerns.

- Participate in the marketing and sales efforts of the funds including presenting to potential clients

- Ensure compliance with all relevant regulations and laws

- Provide ongoing training and development to team members

- Attend industry conferences and events to stay current on market trends

- Participate in the development and review of investment policies and procedures

- Participate in the development and implementation of risk management processes and procedures for the funds

- The candidate would be in charge of handling multiple responsibilities either directly or by managing teams.

Location: Kolkata

Skills Required:

- Professional qualification in finance, accountancy, business management or law

- Minimum of 3 years of experience in activities related to the securities market including in a portfolio manager, stock broker, or as a fund manager

- Strong security analysis skills, with experience of having analyzed companies in various sectors, from balance sheet to industry macro

- Exceptional analytical and research skills

- Relevant professional certifications (e.g., CFA) are a definite advantage

- Willingness and ability to learn and take up varied responsibilities over time

- Good communication skills, comfortable with explaining complicated models to a wide audience.

- A team player. Ability to brainstorm and enhance the learning experience.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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