Senior Analyst Investments

Title: Senior Analyst Investments

Location: Mumbai

The applicant must possess the following:

• Chartered Accountant / CFA / MBA from reputed university

• At least 68 years of experience in investment research

• Highly motivated and selfdriven as you are expected to work independently

• Excellent communication and interpersonal skills

• Ability to build/improvise the asset allocation framework of the firm

• Critically evaluate investment opportunities and portfolio holdings and recommend portfolio actions

• Ability to review investment products thoroughly and write product review notes

• Good understanding of market cycles investment risk management and valuation methodologies

Skills and Experience required:

• Ability to mentor junior analysts in the team

• Carry out portfolio reviews independently with the clients

• Periodically write blogs/newsletters for the firm

• Experience in advising clients

• Strong business acumen and product knowledge

Key Responsibilities:

• Periodic portfolio and performance reporting to clients

• Keeping track of market trends and managing the asset allocation model of the firm

• Leading the efforts to produce blogs newsletters and podcasts on behalf of the firm

• Writing investment research notes and financial analysis on investee companies/funds/instruments

• Effective coordination with internal and external stakeholders

Interested can contactOR email resume to

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