Snr Analyst Investments and Third Party-Product - Mumbai

Industry - Banking / Financial Services / Broking

Category - Finance

Skills - Wealth Management, Family Office, Private Wealth Management, Personal CFO, Investment Analysis, Equity, Wealth Advisory

Job Type - Permanent

Job Description :

- Examine and assess economic and market trends, earning prospects and various other indicators and factors to determine suitable investment strategies.

- Provide custom-made solutions to individuals and families looking to protect, manage and grow financial assets.

Client Details :

- Our client is a boutique, omni channel financial Services firm headquartered in Mumbai.

- They offer comprehensive solutions on the lines of a Family Office that are needed to create an enduring legacy that passes their value as well as assets.

- They aim not just distributing financial instruments but to provide end to end valuable assistance.

Key Responsibilities:

- The resource shall identify opportunities of research and product offerings that meet the investment needs of our clients.

- Examine and assess economic and market trends, earning prospects and various other indicators and factors to determine suitable investment strategies.

- The product strategist will be responsible for screening, analyzing and executing various investment ideas across public listed companies(domestic/international), fixed income, ETFs, MFs, AIFs, etc. assessing and interpreting complicated financial information and liaising with clients.

- Shall customize product and research notes for key clients.

- The candidate will be responsible for planning and presenting analysis to demonstrate and enhance the value of our research ideas to existing & prospective clients.

Profile :

- Post Graduate Degree in business, economics & finance is a must.

- Domain knowledge of equities, fixed income, capital markets, alternative assets.

- Past experience as an investment or product strategist for a minimum of 3 years.

- CA/ CFA/ FRM will be preferred.

- Numerical and mathematical affinity.

- Fluency in English with good written and oral communication skills.

- Good financial acumen, attention to details and ability to work on tight deadlines.

- Ideate, research and distribute high impact content that adheres to the firm's core investment strategy.

- The position requires a mature individual who is comfortable with high level of responsibility, can handle multiple assignments effectively, exhibit sound business judgement and possess solid analytical skills.

- Comfortable with travel and public appearances.

Job Offer :

The role will equip you to combine your analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Somaira Khanon +91 22 4236 3216.

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