Investment Analyst - Family Office Desk - Financial Services Firm

Description of the Role and Profile Requirement:

Company: Financial Services Firm

Job location: Kalina - Mumbai (Work from office)

Title: Investment Analyst - Family Office Desk

Relevant Experience: 4+ years

Educational Qualification Post-Graduation in Finance: / CA / CFA / MBA

Key Responsibility Areas (indicative):

- Reviewing Client Portfolios

- Deep-dive analytics Eg. across parameters like sectoral exposure breakup, market-capitalisation bias, underlying credit profile, interest rate sensitivity etc

1. Client management

2. Asset allocation

3. Investment selection and execution

4. Performance reporting

5. Manage ongoing relationship

Investments:

1. Analyse range of data to decide investment options

2. Form views on various asset classes (equity / debt / real estate / alternatives)

3. Analyse and monitor funds / instruments across various asset classes

4. Design and manage portfolios

5. Conduct performance attribution (at both instrument and advisor portfolio level

Requisites: Working knowledge of ACE MF and Morningstar is preferred

- People who are in Individual Contributor roles and have some experience of client interactions would be good fit.

- Good understanding of various investment options and their suitability basis investor needs and market cycles.