Investment Analyst for multi asset advisory firm

Position

Analyst for multi asset investment advisor firm, primarily focused on working with UHNI families.Full time, work from office

Location

Mumbai, Bandra West

Summary

Maximus is a boutique investment advisory firm and works with UHNI families to help them manage their investment portfolios across asset classes.The target client is a family that does not have an internal investment team and wants it to outsource it to a specialist service provider.Globally, this is called outsourced CIO.

Typical asset classes in a family portfolio would include listed equity, fixed income, credit, private equity, venture capital special situations etc.Legal structures could be MF, PMS, AIF or direct securities (shares, bonds, unlisted stocks etc)

The work would include asset allocation, portfolio construction & monitoring, and product evaluation.

We are looking for a candidate who shares similar ethos and value system, has interest in investments, wants to play long term and grow with the firm.

Education

CA / MBA / CFA

Before joining, will need to clear NISM XA and XB

No of years of experience

0-1 year

Requirements

An investor mind set and quantitative aptiude

Ability to understand and comprehend large amount of data and pattern recognition

Understanding of basics of accounting and taxation

Good analytical and communication skills (oral and written)

Proficiency in Excel and Word

Ability to work in smaller team, build relationships internally and externally

Willingness to grow with the firm

Opportunity for candidates

Accelerated career growth opportunity due to learning across a broad spectrum of investment products in India

Working directly with the early team and the founder

Process

Screening

AI Interview

Case study

Rounds of interview

Documentation verification

Ref check

About Maximus

Boutique family office advisory firm

Registered as RIA with SEBI

Founded by Arvind Bansal, who has been working in financial services for last 28 years across asset management, wealth management and advisory. Has experience and relationships across MF, PMS, PE, VC, Special Situations, Credit etc

Our ethos and value system includes trust, long term, objectivity and transparency