Consultant at Datamatics Staffing Services Limited
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Investment Counsellor/Wealth Analyst (3-5 yrs)
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
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