Investment Strategy Specialist

19 hours ago

Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000

Investment analysts utilize a combination of financial knowledge and technical expertise to provide insights on investment opportunities.

About the Role
  • Analyzing market trends and providing data-driven recommendations for portfolio management.
  • Developing and maintaining relationships with clients to understand their financial goals and risk tolerance.
  • Conducting thorough research on various investment options, including stocks, bonds, and alternative investments.
  • Collaborating with cross-functional teams to identify opportunities for growth and optimization.
Key Responsibilities
  1. Market Analysis & Portfolio Management:
  • Evaluating market conditions and making informed decisions about asset allocation.
  • Developing and implementing investment strategies that align with client objectives.
  • Maintaining up-to-date knowledge of industry trends and regulatory changes.
Client Engagement & Relationship Building:
  • Fostering strong relationships with clients through regular communication and education.
  • Identifying new business opportunities and developing strategies to pursue them.
  • Providing exceptional customer service and ensuring timely issue resolution.
Financial Research & Analysis:
  • Conducting in-depth analysis of financial data to inform investment decisions.
  • Developing and maintaining complex financial models to evaluate investment opportunities.
  • Staying current with industry developments and applying this knowledge to drive business results.
Technical Skills:
  • Proficiency in Microsoft Office, particularly Excel and PowerPoint.
  • Experience with financial software and tools, such as Bloomberg and FactSet.
  • Strong analytical and problem-solving skills, with ability to communicate complex ideas simply.
Requirements
  • Bachelor's degree in Finance, Economics, or related field.
  • 1-3 years of experience in investment analysis or related field.
  • Strong analytical and problem-solving skills, with ability to communicate complex ideas simply.
What You Will Learn
  • Practical exposure to investment advisory, portfolio construction, and risk analysis.
  • Hands-on experience of asset allocation using investment advisory tools.
  • Strong analytical and financial modelling skills.
  • Enhanced presentation and communication skills.
Who Should Apply?
  • Student of fresh graduate from any academic discipline.
  • Strong analytical and problem-solving skills.
  • Basic knowledge of Microsoft Office.
  • Willingness to self-learn and work in a fast-paced environment.

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