Product Analyst - Family Office Team - Wealth Management Firm

Job Role :

- The Analyst would be part of the Family Office Team focusing on the following activities :

Responsibilities :

- Preparing Portfolio Reviews, Investment Proposals & Investment Mandate for prospective and existing clients as per the risk profiling of the clients

- Analyzing existing portfolios. Suggesting restructuring/ reallocation if required

- Actively assisting in on-boarding clients, customization of materials

- Preparing portfolio performance documents & Preparing pitch presentations

- Preparing Stake Sale/Asset Sale Presentations for clients and advising clients on Capital Gains.

- Deployment and monitoring the portfolio as per asset allocation strategy

- Coordinating with the Products team for customization of products as per client requirements

- Preparation of materials (such as review notes, analytics, family packs, held away assets, excel MIS etc) as needed for the allocated client base

- Understanding each case, customization of formats and analytical materials

- Being actively involved in product innovation and customization of templates and analytics

Preferred Candidate Profile :

- 1-3 years of relevant experience

- Good understanding of Indian markets and investment products

- Strong Analytical skills

- Strong Mathematical skills

- Experience in using Advanced Excel