Investment Advisor - CA/CFA

Investment Advisor

Key Responsibilities:

1. Market Research & Trend Analysis:

- Conduct in-depth market research to identify financial opportunities.

- Analyze global trends in education financing and investment markets.

2. Portfolio Management:

- Design and curate tailored investment portfolios balancing risk appetite and financial objectives.

- Use data-driven insights and strategies to enhance portfolio performance.

3. Financial Analysis & Reporting:

- Deliver regular financial reports with actionable recommendations to leadership.

- Evaluate securities and provide insights on market trends and investment opportunities.

4. Collaboration & Client Interaction:

- Collaborate cross-functionally with leadership and other departments.

- Present strategies and financial plans effectively to clients and stakeholders.

What We're Looking For:

Education: CA/ CFA Or CFP

Mandatory Certification - NISM XA and XB

- Experience: 3+ years in investment analysis, private equity, or wealth & asset management.

Skills:

- Advanced financial analysis and portfolio management expertise.

- Proficiency in tools like Excel, VBA, or Python for data analysis.

- Strong market research capabilities and trend analysis expertise.

- Excellent communication and presentation skills.

- Problem-solving mindset with a client-first approach.