Wealth Manager/Investment Analyst/Wealth Advisor/Financial Planner

2 months ago

Jaipur, India Enploy Full time

Responsible for managing and optimizing the investment portfolio described as below:

- Investment Opportunity Evaluation:

- Identify and evaluate new investment opportunities.

- Conduct due diligence on potential investments, including financial modeling and risk assessment

- Collaborate with internal and external stakeholders to assess the viability of investment opportunities

- Continuously monitor and review investment portfolios to ensure optimal performance and alignment with client objectives.

Portfolio Management:

- Oversee and manage a portfolio of high-net-worth clients

- Provide personalized wealth management services, including investment strategy, asset allocation, and financial planning.

- Perform ongoing analysis and adjustments to optimize portfolio performance.

- Monitor market trends and economic indicators to inform investment decisions

Market Research & Analysis:

- Conduct comprehensive market research to identify trends, investment opportunities, economic conditions and risks.

- Monitor Domestic and International financial markets to optimize investment decisions.

Risk Management:

- Implement and maintain robust risk management strategies.

- Regularly review and assess the risk profile of the portfolio.

- Stay updated on regulatory changes and ensure compliance with financial regulations

Reporting & Documentation:

- Prepare detailed reports on portfolio performance, including financial statements and projections.

- Develop and maintain investment reports, presentations, and documentation.

- Present findings and recommendations to Investment Committee.

- Financial and Accounting Proficiency:

- Work closely with the finance and accounting teams to ensure accurate financial reporting.

- Utilize financial knowledge to support decision-making and investment - CA / CFA (Chartered Financial Analyst) certification or progress towards certification is highly desirable. OR

- Master's degree in:

- Finance

- Economics,

- Accounting, or a related field. OR

- MBA (Finance) OR equivalent degree

Experience:

- Min. 7+ years of experience in investment analysis, portfolio management, or a related field.

- Demonstrates experience in managing investment portfolios and sourcing investment opportunities.

- Proven track record of conducting market research and analysis.

(ref:iimjobs.com)

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