Investment Associate

About the role:

The role requirement is to oversee and ensure the financial wellbeing of the clients by collaborating effectively with internal and external stakeholders.

Roles & Responsibility:

• Conduct portfolio evaluation for existing & prospective clients.
• Build portfolios for existing & prospective clients using tools & databases.
• Preparation of client portfolio proposals & pitch presentations
• Assist in client portfolio monitoring & rebalancing.
• Analysis of mutual funds using suitable tools
• Build & execute trading & investment strategies using suitable tools.
• Support Investment team with various models & templates as per requirements
• Compliance with all applicable laws, rules, policies and procedures and standards as applicable.

Your key qualifications & competencies:

• 1-2 years- experience in in areas relevant to the responsibilities as above; from BFSI sector.
• MBA (Finance/Investments)/ CFA (any level)/ Graduate
• Self-driven, motivated & strong attention to detail
• Excellent time-management and organisational skills.
• Ability to use business judgement and a structured approach towards solving complex analytical problems

CTC - 7 Lac p.a.