Investment Analyst Family Office Desk Financial Services Firm
Job Description
Description of the Role and Profile Requirement:
Company: Financial Services Firm
Job location: Kalina - Mumbai (Work from office)
Title: Investment Analyst - Family Office Desk
Relevant Experience: 4+ years
Educational Qualification Post-Graduation in Finance: / CA / CFA / MBA
Key Responsibility Areas (indicative):
- Reviewing Client Portfolios
- Deep-dive analytics Eg. across parameters like sectoral exposure breakup, market-capitalisation bias, underlying credit profile, interest rate sensitivity etc
1. Client management
2. Asset allocation
3. Investment selection and execution
4. Performance reporting
5. Manage ongoing relationship
Investments:
1. Analyse range of data to decide investment options
2. Form views on various asset classes (equity / debt / real estate / alternatives)
3. Analyse and monitor funds / instruments across various asset classes
4. Design and manage portfolios
5. Conduct performance attribution (at both instrument and advisor portfolio level
Requisites: Working knowledge of ACE MF and Morningstar is preferred
- People who are in Individual Contributor roles and have some experience of client interactions would be good fit.
- Good understanding of various investment options and their suitability basis investor needs and market cycles.
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Job Detail
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Job IdJD3134593
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationMumbai, Maharashtra, India
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EducationNot mentioned
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ExperienceYear