Investment Strategist & Advisor

Hiring for a client of ours.

Qualifications & Skills:

- CA preferably and exposure in working in promoters office.

- Proven experience in investment strategy, financial advisory, or wealth management.

- Strong analytical skills with expertise in financial modeling and risk assessment.

- Ability to interpret market trends and economic forecasts.

- Excellent communication and negotiation skills.

- Proficiency in financial analysis tools and investment software.

- Strategic mindset with a problem-solving approach.

- Experience working closely with high-net-worth individuals or business promoters is a plus.

Key Responsibilities:

- Work directly with the promoters to assess their investment goals and risk appetite.

- Analyze market trends, economic indicators, and industry dynamics to identify lucrative investment opportunities.

- Develop and implement investment strategies that align with the company's financial objectives.

- Provide insights and recommendations on asset allocation, diversification, and portfolio management.

- Evaluate potential business ventures, mergers, acquisitions, and partnerships.

- Conduct financial modeling and feasibility analysis for new and existing investments.

- Present reports and strategic investment plans with detailed risk assessments.

- Monitor and optimize investment performance to ensure maximum returns.

- Stay updated with regulatory changes, financial policies, and global market movements.

- Collaborate with financial institutions, analysts, and key stakeholders to enhance investment strategies.