Senior Analyst - Investment Advisory/Ideation Team - Investment Banking

Senior Analyst - Investment Advisory/Ideation Team

Job Responsibilities:

- Part of team involved in generating investment ideas to meet the clients financial goals

- Contribute to and prepare investment proposals for clients

- Analyse multiple asset classes i.e. mutual funds  both equity and debt, fixed income bonds, investments in direct equity, commodities and real estate.

- Track investments in PMS - portfolio management services

- Provide recommendations based on the above analysis

- Conduct periodic reviews of client investment portfolios to track they are meeting the investment objectives. Identify, highlight variances and suggest changes, if any.

- Provide data / guidance and support Relationship managers for the periodic client reviews and other client requests for information.

- Build relationship with Mutual Fund Managers and PMS Managers and continuously research for new fund opportunities

- Stay updated, track new policies, actions, guidelines circulated by RBI, SEBI etc to provide client updates and build knowledge decks

- Contribute to preparation of the monthly MIS

Knowledge and Skill:

- Candidates with 4 to 5 years of relevant experience in wealth management, asset management will be considered

- Aspiring candidates should have a macroeconomic understanding.

- Good Analytical Skills and Knowledge of Financial Statements

- Good Knowledge of Equity Mutual Funds, Fixed Income Mutual Funds, Bonds is must. Portfolio management, selection of stocks / bonds / equity and commodities market knowledge will be an added advantage.

- Candidate should have prior experience in making a client investment proposal and excel sheet modelling.

- Should be eager to learn, excellent communication skills, high customer focus

- He/she will be assisting the CIO in taking decisions and strategizing.

- Proficient at PowerPoint and Excel.