Senior Investment Analyst
- Employer
- Foresight Family Office Private Limited
- Location
- Bangalore, India
- Salary
- CTC upto 8Lpa
- Closing date
- Dec 9, 2020
View more
- Job Function
- Actuarial Services, Banking, Credit Analysis, Economics, Equities Research: Buy Side, Equities Research: Sell Side, Fixed Income Research: Buy Side, Fixed Income Research: Sell Side, Investment Advisor/Consultant, Performance Analysis, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Risk Management, Wealth Management
- Industry Sector
- Asset Management, Private Wealth Management Firm
- Certifications
- Passed CFA Level I, Passed CFA Level II, CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
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
Company
Foresight is an independent multi-family office. We believe true wealth is defined by not money alone; it’s also the values we instill and the legacy we leave behind. Be it our advisory or a specific strategy – they are all designed to drive your vision based on what you value. Once we understand what’s important to you, what inspires you and challenges you, it is our job to make the goals happen, both immediate and long-term.
- Website
- http://www.foresightfos.com/
- Telephone
- 9845357376
- Location
-
No. 201, Haudin House, No.5 Haudin Road
Yellappa Chetty Layout, Ulsoor
Bangalore
Karnataka
560042
IN
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