Financial Analyst

Role: Financial Analyst

Exp - 2-4 Yrs.

Job Location - Bangalore (WFO)

Job Type: Full-time, Permanent

- Only Immediate Joiners:

Our client provides an open environment. They contribute to the career with growth of employees by providing challenging roles; helping them structure a path to unveil their untapped potential.

With excellent L&D programs in place, they provide extensive training, making their employees industry experts.

Job Responsibilities will include:

- Prepare Family office proposals

- Conduct Periodic portfolio reviews

- Provide portfolio analysis and recommendations

- Prepare customized portfolio reports on bespoke basis Provide reporting and tax support

- Ensure of investment activities and reporting

- Be part of the FO client discussions where required

- Be available on time to support on last minute engagements

Skills, experience and certification as required.

CFP/CWM certified or pursuing/NISM Advisory certification

2-4 years of experience in Wealth management industry preferably in FO setup

Fair understanding of MFs, PMS, AIF, Insurance, real estate and other products

Strong excel and PowerPoint skills

Good English Skills - both written and communication

Passionate to grow in wealth advisory and learn about the markets and industries

Ability to adhere to the processes and closure of the assignment