Investment Manager - CA/CFA

Job Brief: This role involves assisting Investment Head / CIO / Client Relationship Manager for Investment Management Activities .

The role will entail:

- Creation and monitoring of Portfolios encompassing various asset classes for clients of Multi-Family Office.

- Risk profiling of clients.

- Sector agnostic Equity Research and Analysis as well as Macroeconomic research on set parameters

- Engaging with diverse clients, working across multi-industries, creating valuation models, research reports, rationale notes and related execution work.

- Continuous monitoring of the portfolio and sending periodic MIS to clients.

Client servicing :

Job Description :

- At least 5 to 7 years of experience in Equity Research or Investment Research. The person should have worked on investment analysis of various investment products.

- Ability or experience in evaluation of Mutual Funds or Structured Products or Fixed income products.

- Should be on the top of the market for various updates and its impact on the various asset classes in client portfolios.

- Should be able to analyse and prepare rationale notes for investment products.

- Should have excellent spreadsheet modelling skills, with good analytical skills and an ability to analyse and solve problems. Should enjoy working in a challenging and professional environment;

- Must have a flexible approach and an ability to develop the role as organisation continues to grow and presents new opportunities

- Perform detailed reviews of financial models, arrive at preliminary conclusions and present the findings in a report format to clients;

- Use current technology and tools to enhance the effectiveness of services provided (including MS office

- Power point, Excel, Word, Databases such as CapIQ, Capitaline, Bloomberg etc.);

- Excellent communication, writing and presentation skills;

Location : Pune

Experience : 5-7 years (Preferred Experience in Equity Research & Analysis)

Education : CA with CFA LII or MBA (Finance) with CFA (minimum level II).

Designation : Investment Manager