Investment Advisory

Investment Advisory

1 Nos.
67692
Full Time
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Description:

DEPARTMENT: Ideation – Fixed Income
JOB TITLE: Depending Upon Profile: 3-10 years

Qualification : Post Graduate / Masters

REPORTS TO: Head – Ideation / CIO

COMPENSATION RANGE: Flexible based on skills sets and previous experience of the candidate.

Responsibilities:

 

  • Generate investment ideas and prepare proposals for
  • Analyze Fixed Income Mutual Funds, Bonds, AIFs,
  • Track PMS Universe, Index Funds Universe, and Bonds
  • Conduct periodic macro studies and provide
  • Write reports and conduct portfolio
  • Support Relationship Managers and provide client
  • Accompany RMs for client visits and reviews
  • Build relationships with fund managers and stay updated on
  • Contribute to monthly MIS

 

 

Requirements:

 

  • Strong understanding of Indian and Global Macro
  • Proficiency in analyzing investment vehicles and fund
  • Excellent communication-oral and written and presentation
  • Ability to generate investment ideas and work collaboratively.
  • Detail-oriented and analytical
  • Knowledge of Fixed Income Mutual Funds, Bonds, AIFs, and
  • Familiarity with PMS, Index Funds, and Bonds
  • Stay updated on regulatory policies and

 

 

Note:

 

The ideal candidate should possess the aforementioned responsibilities and requirements to excel as an Fixed Income-Based Advisor.

Company Profile

--- is a niche --- client service firm based out in Mumbai catering to wealth solution needs of HNIs, Family Offices, NRIs and Small and Medium enterprises. We are guided by a professional team of leaders with strong domain knowledge and expertise.

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