Kredere - Finance Associate

JOB TITLE: FINANCE ASSOCIATE

JOB LOCATION: MUMBAI

Kredere Wealth Partner:

Kredere Wealth Partner is a Wealth Management Boutique, founded and managed by a group of professionals with over 50 cumulative years of experience, and diverse skill sets.

While the nucleus of our offering is Wealth Advisory and Management, we also provide niche services through a network of leading specialists, spanning the following verticals:

- Risk Profiling, Asset Allocation

- Investment Advisory and Execution

- Investment Review and Consolidated Reporting

- Family Advisory & Succession Planning

Requirements:

- Proven work experience in Financial Services

- Sound knowledge of Capital Markets and Financial Products and Services; Mutual Funds, Direct Equity, Futures & Options, Bonds, Structured Products, Alternate Investment Funds, Real Estate Funds, Private Equity & Venture Capital etc.

- Understanding of macro - economic terminology and articulation in the form of notes /reckoners/mailers

- Analysing and back-testing historical data of asset classes and instruments across various time frames

Core Accountabilities:

- Ideation of new products and preparation of market pitches

- Consolidating, analysing and reviewing clients- portfolios

- Restructuring portfolios based on asset allocation, market outlook and other factors

- Creating Powerpoint presentations based on client portfolios and recommendations

- Computing and Analysing Portfolio Performance/Returns based on various parameters

- Designing Product/Investment Notes in MS Word/PPT/Other softwares with special attention to graphics and aesthetics

Personal Attributes:

- Immense attention to detail

- Proficiency in MS Excel, Word and Power point

- Goodwork ethic and a self-starter attitude