Position Summary
We are seeking a motivated and detail-oriented Investment Analyst to join our team. The ideal candidate will support in conducting research and providing exceptional service to clients. This role offers an excellent opportunity for professional growth and development within the financial services industry.
Key Responsibilities
- Research and Analysis
- Conduct qualitative and quantitative research on various investment products and market trends.
- Prepare and analyze portfolio performance reports and summaries
- Prepare detailed reports and presentations for investment products.
- Respond to client inquiries and provide timely and accurate information regarding Fund performance
Administrative Support
- Maintain and organize marketing documents and files.
- Coordinate with internal departments to ensure efficient workflow and communication.
- Support ad-hoc projects and tasks as assigned by management.
Qualifications
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Progress towards relevant certifications such as CFA are a plus
- 1-3 years of experience in investment management, financial analysis, or a related field.
- Experience with portfolio management software and financial databases (e.g., Bloomberg, Morningstar) is preferred.
Skills and Competencies
- Strong understanding of Indian financial markets, investment products, and portfolio management principles.
- Excellent analytical and quantitative skills with attention to detail.
- Proficient in Microsoft Office Suite, especially Excel and PowerPoint.
- Strong written and verbal communication skills.
- Ability to work collaboratively in a team-oriented environment.
- High level of integrity and professionalism.
- Strong organizational and time-management skills with the ability to manage multiple tasks and meet deadlines.
Application Process
Interested candidates should submit their resume, cover letter, and any relevant certifications to [email protected]
