Investment Advisor

Mumbai, Konkan (IN)
Mar 01, 2019
Mar 31, 2019
Passed CFA Level II
Employment Type

Qualification & Experience • CA/MBA/CFA with 1-3 years of experience in wealth management, investment advisory, stock broking.

Purpose of Job

• Investments: 50% of time

• New Business: 30% of time

• Operations: 20% of time

Essential Skills & Experience

• Strong analytical skills

• Good written and oral communication skills (should be able to articulate outcome of analyses, calls etc.)

• Good accounting and financial management background

• Proficiency in MS Office (Excel and Power point)

• Ability to ensure timely completion of tasks

Key Roles/Responsibilities

• Research & analysis of companies for investments: Collect & analyse financial data using online and offline data sources such as annual reports, analyst reports and public databases

• Track quarterly/yearly results, attend investors call, read & summarise company presentation

• Track all key development with respect to companies in portfolio & their sectors: deep-diving into underlying industry dynamics and operating metrics

• Prepare presentation for clients: on investment thesis, investment ideas, updates etc.

• Coordination with new / potential clients for enrollment, for their investments, with main broker (Motilal Oswal) for client’s investments or other queries

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