Athena - Investment Analyst - CA/CFA

Athena - Investment Analyst - CA/CFA/MBA

The applicant must possess the following :

- Chartered Accountant / CFA

- At least 3-4 years of experience in research or financial analysis

- Excellent communication and interpersonal skills

- Sound understanding of various asset classes such as Debt, Equity and Alternate Assets

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

- Highly motivated and self-driven

It is desirable that the applicant possess the following :

- Experience in creating financial models, management reports and research notes

- General understanding of the Tax and Corporate Laws

Your primary responsibility will be as follows :

- Portfolio and Performance reporting to clients on a periodic basis

- Preparing Portfolio review report and market commentary for the clients

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

- Preparing budgets, financial models, MIS / dashboards for financial advisory clients

- Liaison with the financial institutions and other external advisers for and on behalf of the client