Investment Research Associate

24 hours ago


Mumbai, Maharashtra, India Athena Investment Advisers Full time

About Athena Investment Advisers:

Athena Investment Advisers is a financial services firm that provides Multi-Family Office, Wealth Management and Financial Advisory services to high net worth individuals and family offices in India and the UK. Our team of experienced professionals has a deep understanding of the investment landscape and provides personalized advice to our clients based on their unique goals and objectives.

Job Description:

We are seeking an experienced Asset Allocation Specialist to join our team. As a key member of our investment team, you will be responsible for managing our clients' assets and developing customized investment strategies to meet their needs.

You will work closely with our clients to understand their investment goals and objectives, and develop investment plans that align with their risk tolerance and time horizon. Your primary responsibility will be to allocate our clients' assets among different asset classes, such as stocks, bonds, and real estate, and ensure that their investments are aligned with their overall financial goals.

Key Responsibilities:

  • Manage our clients' assets and develop customized investment strategies
  • Work closely with our clients to understand their investment goals and objectives
  • Develop investment plans that align with our clients' risk tolerance and time horizon
  • Allocate our clients' assets among different asset classes

Requirements:

To be successful in this role, you will need to have a strong background in finance and investing, with a minimum of 6-8 years of experience in investment research. You should have excellent analytical and problem-solving skills, as well as strong communication and interpersonal skills. Additionally, you should be able to work independently and as part of a team, and have a strong understanding of market cycles, investment risk management, and valuation methodologies.

Estimated Salary Range: ₹22 lakhs - ₹38 lakhs per annum.



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