Financial Analyst and Investment Strategist

2 days ago


Delhi, Delhi, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

As a financial analyst at our organization, you will play a pivotal role in examining various financial and investment products. Your profound understanding of these products and their past performance will be instrumental in creating effective investment and trading strategies.

Key Responsibilities:

  • Examination of diverse financial and investment products
  • In-depth understanding of mutual funds, insurance products, and other financial investment products
  • Research on identified shares and their potential for investment
  • Clients risk profiling and development of customized investment strategies
  • Backtesting of returns/results of the strategies to ensure optimal results
  • Development of hedging and futures and options strategies to minimize risks
  • Client meetings to raise awareness about financial products and services
  • Marketing and selling of financial products and services

Required Qualifications and Skills:

  • Graduate or post graduate degree in Finance
  • NISM AMFI certification preferred
  • Excellent communication skills
  • Familiarity with financial products, including mutual funds, stock market, and F&O
  • Understanding of risks and returns associated with different investment products


  • Delhi, Delhi, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 2,00,00,000

    Job Title: Financial StrategistAbout the Role:The Financial Strategist is a key professional responsible for delivering tailored financial and investment services to clients.Main Responsibilities:Client Consultation and Relationship Management:Conduct thorough consultations with clients to understand their financial objectives, risk tolerance, investment...

  • Investment Analyst

    2 weeks ago


    Delhi, Delhi, India CES Full time

    I am Asheesh Pillay and I'm from Talent Acquisition Team at CES Limited. I came across your profile as we're currently looking for a Analyst/Senior Analyst/Lead - Alternative Investment and I think you could be a good fit. We are looking for 2+ years of experience in Investment Operations, I'd like to tell you a little more about this position and learn a...

  • Financial Analyst

    4 weeks ago


    Delhi, Delhi, India Zeva Full time

    Hiring Alert – Financial Analyst | Family Office Location: New Friends Colony, DelhiWe're looking for a sharp, passionate Financial Analyst to join a reputed family office's investment team. Who can apply?Any Graduate with strong interest in investing / CFA / CA / MBA /Freshers to 2 years of experience - Interns are most welcomePreferred: M&A, Buy-side,...

  • Investment Analyst

    9 hours ago


    Delhi, Delhi, India Fibonacci X Full time US$ 60,000 - US$ 1,20,000 per year

    Company Profile:We are a venture platform.We believe that financial outperformance can be achieved by studying the "micro" and gaining superior insights about outlook for the "business fundamentals".We help early-stage founders in executing their vision by providing them access to industry and functional topic expertise, and capital through our marquee...


  • Delhi, Delhi, India beBeeInvestment Full time ₹ 40,00,000 - ₹ 65,00,000

    Investment OpportunitiesWe are seeking a highly motivated and detail-oriented individual to join our team as an Investment Analyst.This is an exceptional opportunity for a self-driven student with a passion for investment advisory and portfolio management.The successful candidate will have the chance to work on cutting-edge projects, develop their analytical...


  • Delhi, Delhi, India beBeeInvestment Full time ₹ 3,60,000

    Investment Research Analyst PositionThis role offers an exceptional opportunity to gain hands-on experience in capital markets, portfolio design, and research.You will be responsible for assisting in macro and micro-level investment research, multi-asset portfolio development, and sector-wise allocation strategies.The ideal candidate will possess a solid...


  • Delhi, Delhi, India beBeeStrategist Full time ₹ 1,99,99,999 - ₹ 2,99,99,999

    Public Markets StrategistAs a seasoned investment professional, you will have the opportunity to drive end-to-end investment strategy and execution for our public equities portfolio.About Our PortfolioOur public equities portfolio is designed to provide long-term value creation through a multi-asset investment approach. With a sizable allocation to listed...


  • Delhi, Delhi, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000

    We are looking for a proactive and driven financial professional who understands various financial instruments, mutual funds, stock markets, investment strategies, futures, and options.This is an on-site role at Delhi location.Analysis of various financial productsDeep understanding of mutual funds, insurance products, and other financial investmentsAnalysis...


  • Delhi, Delhi, India GALLAGHER AND MOHAN PRIVATE LIMITED Full time

    Gallagher & Mohan is a distinguished firm dedicated to providing unparalleled financial analysis, marketing expertise, and accounting support within the dynamic realm of real estate. We cater to a diverse clientele comprising private equity investors, developers, fund managers, and brokers, among others. Renowned for our commitment to excellence, effective...


  • Delhi, Delhi, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000

    About this roleWe are seeking a highly skilled Investment Analyst to join our team in sourcing and evaluating private companies.This is an excellent opportunity for individuals with a strong understanding of financial statements, valuation, and regulatory frameworks to contribute to the growth of our investment pipeline.Key Responsibilities:Company Sourcing...