New
Job Preference:
Qualifications:- Post Graduate Professional Degree .
- Certification: NISM XA & XB • 8 to 12 years of experience in wealth management, asset management, or a related field.
- Proven experience in creating investment proposals and Excel sheet modeling.
- Demonstrated proficiency in writing, with the ability to produce clear and compelling investment reports and presentations.
Qualification:
Any Post GraduateJob Description:
Job Summary:We are seeking for a dynamic and experienced individual to join our
Ideation team. This team is integral in generating client-centric investment ideas and
executing them across various asset classes, including Equity, Fixed Income,
Commodities, and Real Estate. The ideal candidate will possess a strong macroeconomic
understanding, a keen interest in fundamental research, and demonstrated proficiency
in writing to contribute effectively to our strategic investment decisions.
Key Responsibilities:
- Investment Ideation & Execution : Generate and execute client-centric investment ideas across multiple asset classes; Equity, Fixed Income, Commodities, and Real Estate.
- Conduct macroeconomic analysis to support investment strategies.
- Analyze financial statements to identify potential investment opportunities.
- Portfolio Management Support: Assist in portfolio management by selecting and recommending stocks, bonds, equity mutual funds, fixed income mutual funds, and commodities.
- Develop and present investment proposals to clients, using Excel sheet modeling for financial projections.
- Client Advisory: Collaborate with the team to advise clients on portfolio management and asset allocation.
- Participate in the creation of investment strategies tailored to client needs.
- Strategic Support: Assist the CIO in decision-making processes and the development of investment strategies.
- Prepare presentations and reports using PowerPoint and Excel to communicate investment ideas and strategies effectively.
Skills:
Skills:- Strong macroeconomic understanding and fundamental research skills.
- Proficiency in analyzing financial statements.
- In-depth knowledge of equity mutual funds, fixed income mutual funds, and bonds.
- Familiarity with portfolio management and asset classes like stocks, bonds, and commodities.
- Proficient in PowerPoint and MS Excel.
- Excellent communication skills, both written and verbal.
- Professional demeanor with a strong sense of integrity and responsibility.
- Eagerness to learn and contribute to the team.