Investment Strategist

3 weeks ago


Bengaluru, Karnataka, India Purnartha Investment Advisers Pvt Ltd Full time

Purnartha Investment Advisers Pvt Ltd seeks a highly skilled Investment Strategist to join our team. As an Equity Research Specialist, you will play a key role in providing insightful financial advice and guidance related to investments. Your expertise will help clients navigate the complexities of financial markets and make informed decisions about their investment portfolios.

The ideal candidate will possess excellent communication skills and be able to educate clients about various investment products and services. You will work closely with Wealth Managers to develop customized investment plans that align with client risk profiles, investment strategies, and local regulations.

We offer a competitive salary of $120,000 per year, negotiable based on experience. Our ideal candidate will have a strong background in finance, with qualifications such as CFA or CA (Level 3 cleared). Key skills required include fundamental analysis, financial modeling, financial planning and analysis, and exceptional communication skills.



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