The Portfolio Analyst would be part of the Investment Advisory Team focusing on the following activities: - - Assisting in Client Acquisition : Preparing Portfolio Reviews, Investment Proposals & Investment Mandate as per profile of clients. Coordinating with the Products team for customization of products as per client requirements. Accompanying RMs on sales meetings if needed. - Client Retention : Monitor and analyze existing portfolios, Restructuring/ reallocation of portfolio strategy including product recommendations. - Customized Analysis : For large clients/ prospects, preparing simulations and analysis across model portfolios, performance simulations and calculations. Understanding requirements of different segments of clients and impact of taxation. - Reporting Structure : For UNHI clients, setting up of reporting structures and formats, review process, Deployment and monitoring the portfolio as per asset allocation strategy / investment mandate. Working together with different teams such as sales, products, operations etc to create customized solutions. - Research and Templates : Creation of templates/ standardized materials such as advanced excels data analytics which could help in portfolio pitches / analysis. Preferred Candidate Profile : - Post Graduate (MBA / MS / MSc from reputed B-School). - Professional Certification CA/CFA/ CFP are added advantage. - Candidates with 1-4 years of experience. - Good understanding of Global / Indian Financial markets. - Knowledge in investment products across Fixed Income, Equity, Real Estate, Alternative Asset Class. - Strong Analytical skills. - Strong Mathematical skills. - Experience in using Advanced Excel with Financial modeling experience will be preferred. - Excellent communication skills (verbal and written).

Mumbai

IIFL Wealth Management - Portfolio Analyst - Investment Advisory Team 

IIFL Wealth Management - Portfolio Analyst - Investment Advisory Team  ,Job Description for IIFL Wealth Management - Portfolio Analyst - Investment Advisory Team  in IIFL Wealth in  Mumbai for (1-4) years of experience. Apply Now!

Job Description for IIFL Wealth Management - Portfolio Analyst - Investment Advisory Team  in IIFL Wealth in  Mumbai for (1-4) years of experience. Apply Now!