Posted By
Posted in
Banking & Finance
Job Code
400975
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 Mandate for prospective and existing clients as per the risk profiling of the clients
- Analyzing 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:
- 3-8 years of relevant experience
- Good understanding of Indian markets and investment products
- Strong Analytical skills
- Strong Mathematical skills
- Experience in using Advanced Excel
Nitesh Vishwakarma
SR. HR Executive
9867564004
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Posted By
Posted in
Banking & Finance
Job Code
400975