Executive Portfolio Specialist

2 weeks ago

Mumbai, Maharashtra, India beBeePrivateWealthAnalyst Full time ₹ 7,50,000 - ₹ 12,30,000

Job Title: Private Wealth Associate

Description

We are seeking a skilled Private Wealth Analyst to support our team in acquiring new clients and delivering high-quality portfolio analytics. This involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client servicing initiatives.

Key Responsibilities

  • Assist in the preparation of client presentations, pitch books, and investment proposals by conducting research on prospective clients, industries, and market trends to support business development.
  • Coordinate with internal stakeholders to ensure timely delivery of client acquisition materials.

Portfolio Analytics & Reporting

  • Analyze client portfolios across asset classes, track performance, and prepare periodic review reports by providing research-based insights and recommendations.
  • Monitor market developments and assess impact on client portfolios.
  • Prepare customized investment analysis to support relationship managers and clients in decision-making.

Required Skills & Qualifications

  • Bachelor's/Master's degree in Finance, Economics, Business, or related field; CFA/CFP (preferred).
  • 2–5 years of relevant experience in wealth management, investment advisory, or portfolio analysis.
  • Strong knowledge of financial markets, investment products, and asset allocation principles.
  • Advanced Excel and financial modeling skills; proficiency in Bloomberg/Refinitiv/Morningstar (preferred).
  • Excellent communication, presentation, and stakeholder management skills.
  • Strong analytical mindset with attention to detail.

Personal Attributes

  • Client-centric mindset with a focus on quality and delivery.
  • Proactive, resourceful, and able to work in a fast-paced environment.
  • Strong team player with a high degree of integrity and professionalism.

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