Position: Research Analyst Experience: 10yrs+ Location: Nariman Point Job Description : Role Overview: The Research Analyst will be responsible for supporting portfolio managers and advisors in providing well-researched investment options, analyzing market trends, and offering strategic insights to meet client goals. The candidate will conduct in-depth analysis on various asset classes and macroeconomic trends, assisting the wealth management team in making informed investment decisions. Key Responsibilities: 1. Market and Economic Analysis: - Analyse global and domestic economic indicators to understand market conditions. - Track economic developments, industry reports, and news to forecast impacts on client portfolios. 2. Investment Research: - Prepare investment research reports with insights into valuation, risks, and potential returns - Quantitative and qualitative research on Mutual Fund/PMS/AIF schemes 3. Portfolio Analysis and Support: - Assist portfolio managers with portfolio structuring, asset allocation, and rebalancing. - Monitor client portfolios and generate periodic performance reports. - Develop quantitative models to assess portfolio performance, attribution analysis, and risk. 4. Client Support and Reporting: - Prepare market commentaries, economic updates, and investment insights for client communication. - Assist in creating presentations and reports for client meetings, providing updates on market performance and portfolio strategies. 5. Data Management and Reporting: - Maintain updated databases with historical financial data for various asset classes. - Develop and utilize investment models and tools for research and analysis. 6. Cross-Department Collaboration: - Work closely with advisors and other departments to align research insights with client goals. - Contribute to marketing and educational materials with research insights and market updates. Key Skills: - Strong knowledge of financial markets, investment products, and asset management principles. - Proficiency in financial modeling, valuation, and quantitative analysis. - Familiarity with financial software such as Bloomberg, ACE, or Morningstar. etc - Advanced skills in Excel, PowerPoint, and data visualization tools. - Strong analytical, problem-solving, and communication skills.

Mumbai

Navi Mumbai

Sapient Wealth Advisors & Brokers - Research Analyst 

Job Description for Sapient Wealth Advisors & Brokers - Research Analyst  in Sapient Wealth Advisors & Brokers Pvt Ltd in  Mumbai Navi Mumbai for (10-18) years of experience. Apply Now!