Senior Investment Analyst
- Location
- Bangalore, India
- Salary
- CTC upto 9Lpa
- Posted
- Dec 29, 2020
- Closes
- Feb 27, 2021
- Job Function
- Actuarial Services, Banking, 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
- CFA Charterholder, Passed CFA Level I, Passed CFA Level II
- Employment Type
- Full Time
- Education
- Bachelors
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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