Investment and Financial analyst( CFA)-Wealth Mgt

Leading Wealth Mgt and financial advisory firm requires Investment and Wealth analyst - Mumbai (BKC)

We are looking out for Investment and Financial analyst for our client office at BKC in Mumbai

Role Description-

Objectives of this role

• Conducting in-depth research and financial analysis of markets, securities, industries, economies, and companies to identify investment opportunities.
• Providing detailed financial models and valuation reports on stocks, bonds, and other investment assets.
• Monitoring market trends, economic indicators, and relevant news that affect the investment landscape.
• Preparing and presenting investment recommendations to portfolio managers, clients, or senior management.
• Evaluating the financial health and growth potential of companies through balance sheets, income statements, and other financial documents.
• Assisting in the construction and rebalancing of investment portfolios based on client needs and market conditions.
• Collaborating with other investment professionals, including portfolio managers and analysts, to discuss strategies and market insights and align recommendations.
• Developing performance reports and presenting findings on various investments, sectors, and markets.
• Maintaining strong relationships with industry professionals, including brokers, analysts, and economists.

Your tasks

• Build and maintain financial models to assess the valuation of stocks, bonds, and other assets.
• Identify investment opportunities based on both qualitative and quantitative analysis.
• Analyse financial statements, key performance indicators (KPIs), and industry benchmarks.
• Perform valuation analyses using methods like discounted cash flow (DCF), comparable company analysis (CCA), and precedent transactions.
• Gather and interpret macroeconomic data to inform investment strategies.
• Support due diligence processes for potential acquisitions or investment opportunities.
• Maintain and enhance databases of financial, market, and industry information.
• Prepare investment reports, presentations, and recommendations for senior management and clients.
• Evaluate the risk and potential return of various investment assets or portfolios.
• Ensure compliance with financial regulations and internal policies regarding investments and trading practices.
• Stay updated on economic trends, market news, and regulatory developments to anticipate investment risks and opportunities.

Required skills and qualifications

• Bachelors degree in Finance, Economics, Business Administration, or a related field.
• Over 5 years of demonstrable experience in investment analysis, financial modelling, financial analysis, portfolio management, or related roles.
• Strong understanding of financial markets, investment products, and economic principles in India and globally.
• Proficiency in financial software, databases, and tools such as Bloomberg, Excel, and Power BI.
• Solid understanding of risk management principles and portfolio construction.
• Ability to analyse financial statements and develop valuation models for different asset classes.
• Strong research, analytical, and quantitative analysis skills with attention to detail.
• Excellent written and verbal communication skills to clearly present investment research and financial insights to stakeholders.
• Ability to work independently and within a team in a fast-paced environment.
• A proactive approach to learning and adapting to market changes.

Preferred skills and qualifications

• Advanced degrees or certifications such as CFA (Chartered Financial Analyst).
• Experience with advanced financial modelling and data analysis tools (Python, SQL).
• Knowledge of equity, fixed-income, and alternative investment products.
• Experience with portfolio management systems and investment platforms.
• Knowledge of tax laws, regulations, and their impact on investment strategies.
• Familiarity with global markets and macroeconomic indicators.

if the position interests you and you find a fitment kindly share your cv at

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Kindly share the following details

-Current ctc n notice period

-Expected ctc

• Relevant experience as Investment and Financial analyst in a wealth mt company