Investment Analyst/Associate - Portfolio Management

ROLE & RESPONSIBILITIES

The Investment Analyst will be responsible for managing and optimizing investment portfolios across a range of asset classes, ensuring alignment with goals and market opportunities. The analyst will play a key role in research, strategy development, and communication, contributing to the firm's reputation for excellence in investment management.

Portfolio Management:

- Conduct thorough analysis and ongoing monitoring of assigned portfolios.

- Implement portfolio adjustments based on performance analysis, needs, and market conditions.

Investment Strategy Development:

- Develop and implement investment strategies based on in-depth analysis and understanding of market trends and financial data.

- Regularly update investment strategies in response to market conditions or changes in objective.

Market and Financial Analysis:

- Regularly research and report on financial markets, economic trends, and investment opportunities.

- Analyze financial data and public records of companies to assess investment potential

Reporting and Communication:

- Develop and present regular reports to stakeholders detailing portfolio performance, market conditions, and adjustments.

- Participate in meetings to discuss investment strategies and address concerns.

- Provide timely and regular updates about investments and their performance to all stakeholders

Risk Management:

- Identify potential investment risks and develop strategies to mitigate them.

- Ensure compliance with all regulatory requirements and internal risk management policies.

Professional Development:

- Stay abreast of industry changes and advancements in financial analysis techniques.

- Participate in professional development opportunities to enhance skills and knowledge

THE INDIVIDUAL

- Bachelor's degree in Finance, Economics, or related field; Master's degree or professional certifications such as CFA or CA preferred.

- Minimum of 3-5 years of experience in financial analysis, investment banking, or asset management.

- Strong analytical skills and proficiency in financial modeling and statistical analysis.

- Excellent communication and presentation skills.

- Proficient in using financial software and tools, with a preference for candidates familiar with MProfit software.

- Demonstrated ability to work effectively in a team-oriented environment.

QUALIFICATION

- Be a qualified CA / CFA / from a reputed institute.

- Completed Financial Modeling Course