Senior Investment Analyst

Location – Bangalore

Designation – Senior Investment Analyst

Experience Level – 2-5 Yrs in relevant domain

Key Responsibilities –

  • Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
  • Conduct research and analyze investments, strategies and market conditions to determine which option is most appropriate to meet the client’s goals
  • Determine the risk tolerance of clients
  • Look back at previous investment decisions and the thought process of making the investment decision
  • Monitor closely and keep a track of market opportunities, risks and new investment products
  • Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
  • Prepare up-to-date stock/MF/Product recommendations, context/client specific sales collateral and support on sales engagements for closure
  • Ability to lead customer calls, periodic reviews and portfolio presentations, put forth investment ideas, recommendations backed by high quality research

Requirements –

  • Degree in business/economics, finance, accounting or any other related field
  • Domain knowledge of Mutual Funds, Equities, Fixed Income, and Capital markets
  • Practical experience in a similar field is a plus
  • CFA/FRM candidates will be preferred
  • Well-developed analytic skills
  • Numerical and mathematical affinity
  • Fluency in English with good written and oral communication skills

CTC Offered – 5 to 8 Lpa basis past experience and current base

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