Research Analyst

3 weeks ago


gurgaon, India iVentures Capital Full time
Company Overview:
iVentures is a trusted partner in life's financial pursuits. As a 15-year-old SEBI registered wealth management firm, we are honoured to design life and legacy solutions for over 500 affluent relationships and manage assets worth Rs 800+ cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, etc.
Visit our website for more information - part of our growth strategy, we are seeking a Research Analyst to join our dynamic team of professionals. This role offers an exciting opportunity to contribute to our success and work in a fast-paced and rewarding environment.
About the job:
The ideal candidate will oversee the wealth management research function for the organization by planning and executing portfolio management strategies and assisting with data analytics and research reports. The candidate will have an opportunity to work and help the top executives and families plan their wealth across asset classes including equities, mutual funds, PMS, AIF, insurance, derivatives and global equities.
Responsibilities
Designing and reviewing portfolios for HNI families using iVentures proprietary models.
Curating and maintaining a dashboard for economic and financial indicators.
Assisting in the creation of multi-asset model portfolios.
Creating presentations and plans for client acquisitions.
Assisting in the selection of investment products suitable for clients.
Writing blogs and research content for client engagement.(using AI will be an added advantage)
Indulging in data analytics and research for the creation of knowledge-driven presentations.
Using graphic tools for creating visual reports of broad range of data
Qualification, Skills, and Traits:
Bachelor's degree in finance or economics
Completed CFA Level 2
Good understanding of Financial Markets and Products.
Excellent understanding of personal finance concepts.
A command over Graphic Designing
Strong analytical skills
Enthusiasm to learn and implement
Excellent communication & writing skills
Strong knowledge of MS-Office is mandatory and NISM XA and XB would be advantageous.
What to expect?
A collaborative environment for holistic development
Access to world-class knowledge resources and infrastructure
Access to private discussions with fund managers
Chance to learn and develop an understanding of different asset classes
Interested? Send your resume to
Location:
Gurgaon
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