Klay Capital - Senior Analyst/Associate Analyst - Investments

Senior Analyst/Associate Analyst - Investments

About Klay:

We are a boutique financial services firm providing unbiased expertise, tailored financial solutions and best-in-breed technology to clients around the world. We are seasoned experts across the full suite of wealth management, multi-family office, asset management and corporate advisory services. Through our open architecture model, we ensure you benefit from the combination of institutional rigour and bespoke solutions. And at Klay, we are proud to be different and we are always in your corner.

Roles & Responsibility:

- Conduct portfolio evaluation for existing & prospective clients.

- Build portfolios for existing & prospective clients using tools & databases.

- Preparation of client portfolio proposals & pitch presentations

- Assist in client portfolio monitoring & rebalancing.

- Analysis of mutual funds using suitable tools

- Build & execute trading & investment strategies using suitable tools.

- Support Investment team with various models & templates as per requirements

- Compliance with all applicable laws, rules, policies and procedures and standards as applicable.