Portfolio Analyst - Debt/Money/Equity Markets

RESPONSIBILITIES:

- Analyse client portfolios independently by

- Evaluating and matching investment instruments to client’s risk appetite

- Reconciling portfolios and track and highlight deviations (if any)

- Evaluating individual investment/product options and ensuring portfolio recommendations are well within the defined investment policy

- Keep abreast of the market in terms of

- investment trends

- new product launches

- fundamental economic and corporate development

- sensing the changing market sentiments and recommend best suited product/instrument for the clients

- Coordinate with various investment managers of the client and conduct review meetings independently

- Comprehensive reporting by

- Collecting, analysing and summarising data and trends

- presentation of the analysis, findings and recommendations

EDUCATION AND WORK EXPERIENCE:

- CFA / CA / CFP with minimum 3- 5+ years’ experience

- Good level of numerical, statistical skills and strong in Excel & Power point

SPECIFIC KNOWLEDGE & SKILLS:

- Excellent reporting skills

- Team player with excellent verbal and written communication skills

- Passionate about work

- Friendly with an upbeat attitude

- Ambitious, hardworking and committed to excellence

- Substantial experience in Financial Planning and Strategy

Candidate should have experience in Debt market/Money market & Equity Market

Experience in business development is an added advantage though not a must.

Kindly share your CV's to pramod@livecjobs.com