Purnartha Investment Advisors
1 month ago
The fundamental nature of the job encompass the below penned down duties and responsibilities:
- Perform Equity Research as a Sell-side analyst.
- Provide advice and guidance related to financial investments with a proper understanding of financial models and forecasting of numbers.
- Educate clients about a range of investment products and services, and recommend options that might best serve their particular financial objectives.
- Work closely with Wealth Managers to develop bespoke roadmaps for clients on specific allocation which are in line with client risk profile, investment strategy and local regulation.
- Develop stoic plans to increase product awareness amongst clients on new product offerings.
- Should take a lead role to bridge communication channels between product specialists, WMs, Market heads and clients.
- Qualification - CFA / CA (Level 3 and Final cleared)
- Skills Required - Fundamental analysis, Financial modeling, Financial Planning and Analysis, Excellent Communication skill
- Salary: Negotiable
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