Financial Research Analyst
2 weeks ago
Monarch Networth Capital Limited is seeking a highly skilled Research Analyst to join our Wealth Management Division. In this role, you will be responsible for conducting in-depth financial analysis and providing actionable insights to support our investment strategies.
Main Responsibilities:
- Conduct detailed financial analysis of various asset classes, including mutual funds, bonds, and global markets.
- Analyze and evaluate the performance, risk, and returns of these financial instruments.
- Develop reports on market trends, sector performance, and global market movements, offering investment strategies across different asset classes.
- Provide investment recommendations on portfolio diversification, asset allocation, and risk management based on financial models and market research.
- Stay updated on global markets, bond yields, interest rates, and macroeconomic indicators affecting investment decisions.
- Collaborate with the wealth advisory and portfolio management teams to ensure the research supports client-focused investment strategies for High Net Worth Individuals (HNIs).
Requirements:
- Minimum 5 years of experience in financial analysis, with a strong focus on mutual funds and asset classes like bonds, PMS/AIF, and structured products.
- Market Expertise: Extensive knowledge of mutual funds, bonds, and global financial markets, as well as alternative investment strategies.
- Analytical Skills: Strong financial modelling and quantitative analysis capabilities to evaluate and forecast the performance of investment products.
- Communication Skills: Excellent written and verbal communication skills for conveying complex financial concepts clearly and effectively.
- Technology Skills: Proficiency in financial analysis tools such as Bloomberg, Excel, and Morningstar.
Preferred Background:
- Previous experience in research roles with top-tier financial institutions or wealth management firms, focusing on mutual funds and alternative asset classes.
- Proven track record of providing data-driven insights and actionable recommendations in a fast-paced investment environment.
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