Investment Analyst - Ahmedabad
1 Nos.
23644
Full Time
3.0 Year(s) To 10.0 Year(s)
6.00 LPA TO 12.00 LPA
Accounts / Finance / Tax / CS / Audit
FMCG/Foods/Beverage
CA - CA; MBA/MMS/MPM/PGDM - Finance
Job Description:
- Candidate will be responsible for managing and advising on a variety of mutual
funds, monitoring market trends, .
The ideal candidate has extensive experience with financial planning, investment
strategies, conducting market research, preparing investment reports, assisting
in creating investment strategies, facilitating transactions and risk management.
They are typically tasked with financial analysis, forecasting, and assisting in the
creation of investment strategies and solutions also knowledge of various asset
classes and understanding of economic trends are key to this role.
Roles & Responsibilities:
Analyse market trends and financial data to recommend suitable mutual
funds.
Explain the advantages, disadvantages, and risks of different mutual funds.
Conduct meetings with institute to assess their financial situation and
investment goals
Monitor and review mutual fund performance and suggest changes when
necessary
Ensure compliance with relevant regulations and guidelines
Prepare and present reports on mutual fund performance
Work closely with investment teams to develop investment strategies
Conducting detailed research and analysis on investment opportunities and
market trends
Assisting in making investment recommendations based on the research and
analysis
Monitoring and managing investment portfolios, ensuring they align with the
organization’s investment goals
Working with financial models to predict economic conditions and investment
outcomes
Preparing reports and presentations to communicate investment strategies
and results to senior management
Maintaining up-to-date knowledge of the financial market, emerging trends,
and overall economic landscape
Complying with all industry rules and regulations, and any relevant legal
requirements
Drafting/assessing various financial agreements.
Desired Profile / Criteria / Skills :
- 3+ years’ worth of experience within finance with a focus on investments.
- Having worked within an investment team for either a family office or asset/investment firm.
- Previously having liaised with external parties on behalf of an organization such as law firms, banks or regulatory bodies.
- Proficient Excel skills are essential for this role.
- Ability to work independently and as a part of a small team.
Key Skills :
Company Profile
One of the Leading FMCG companies in Gujarat.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.