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