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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.

Company info
Website
Telephone
9845357376
Location
No. 201, Haudin House, No.5 Haudin Road
Yellappa Chetty Layout, Ulsoor
Bangalore
Karnataka
560042
IN

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