Investment Counsellor/Wealth Analyst

We have an opportunity for an Investment Counsellor/Wealth Analyst with one of our client in Mumbai.

Job Summary

- Looking for a dynamic, experienced investment/wealth analyst professional to join them who will be responsible for Asset Allocation, Portfolio & Investment Analysis Securities Selection, Investment Optimization etc.

Should have excellent client facing and communication skills.

Key Responsibilities :

- Build Investment Policy Statements for HNI clients

- Formulate the asset management strategy for the portfolio

- Active hands on analysis of investment portfolios - including periodic asset review with HNI clients and senior management

- Develop a Risk Assessment and Project Execution framework

- Assist in conducting comprehensive due diligence and portfolio cost reduction, improvement in risk adjusted returns

- Support in the analysis of historical investment performance, portfolio performance, financial statements, financial models, and industry research

Education and Experience:

- CA/MBA Finance with 3 -5 years of experience in asset allocation, portfolio construction, securities selection.

- Must have worked on HNI portfolios in a Bank or Wealth management company.

Desired Candidate Profile:

- Ability to communicate in a clear, concise manner

- Ability to work positively with the wide range of individuals involved with the program

- Ability to find innovative ways to resolve problems, conflicts

- Good interpersonal skills

- Ability to influence and collaborate