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Analyst - Wealth Management

2 weeks ago

Kolkata, West Bengal, India BankKeeping Full time

Mission

Deliver high-quality investment research, portfolio insights, and product recommendations by analyzing wealth management products, monitoring market movements, and supporting client advisory teams with data-backed decisions.

Key Outcomes (What Success Looks Like)
1. Market & Product Research

  • Analyze and recommend suitable wealth management products across Debt, Equity, Hybrid, and Alternative categories.
  • Maintain updated knowledge of Indian market products and global trends.
  • Prepare weekly insights on market movements and product performance.

2. Mutual Fund & Product Performance Monitoring

  • Track daily NAV movements of key mutual fund schemes.
  • Analyze reasons behind scheme performance vs. underperformance.
  • Maintain updated rankings, ratings, and research notes on mutual funds.

3. Reporting & Documentation

  • Write clear, data-backed reports, articles, and product notes.
  • Prepare investment recommendation summaries for internal and client use.
  • Maintain high-quality documentation with accuracy and attention to detail.

4. Coordination With Sales & Advisory Teams

  • Work closely with the sales/business development team to understand client needs.
  • Provide analytical support for deciding the best investment options tailored for clients.
  • Participate in discussions to evaluate feasibility, risk, and suitability of recommendations.

5. Client Portfolio Review & Analysis

  • Conduct in-depth assessment of client and potential client portfolios.
  • Provide analytical insights, risk profiling support, and improvement suggestions.
  • Prepare portfolio review reports and comparison analyses.

6. AMC Coordination & Relationship Support

  • Liaise with Asset Management Companies (AMCs) for product information, data sourcing, and research inputs.
  • Maintain communication logs, updated product notes, and AMC interactions.

7. Data Management & Internal Tools Updating

  • Maintain and update internal tools, databases, and performance sheets.
  • Ensure accuracy of analytical models and financial datasets used across the organization.

8. Continuous Learning & Market Awareness

  • Read extensively to stay updated on market trends, regulatory changes, new products, and global developments.
  • Share relevant insights with internal teams to support better decision-making.

Competencies (Skills & Behaviors)

  • Financial Analysis
    – Strong understanding of equity, debt, hybrid products, and portfolio analytics.
  • Financial Modeling
    – Proficiency in Excel-based models and quantitative analysis.
  • Analytical Thinking
    – Ability to interpret data, identify patterns, and derive insights.
  • Communication Skills
    – Clear writing and structured report presentation.
  • Attention to Detail
    – High accuracy in data handling and documentation.
  • Research Orientation
    – Ability to explore markets, products, and evolving investment themes.
  • Coordination
    – Smooth communication with sales, AMCs, and internal teams.
  • Learning Agility
    – Strong willingness to stay updated with new financial products and trends.

Cultural Fit (Company Values)

  • Expertise
    – Commitment to research excellence and domain depth.
  • Consistency
    – Regular updates, disciplined monitoring, and reliable reporting.
  • Ownership
    – Responsibility for accuracy of data, insights, and recommendations.
  • Adaptability
    – Ability to work in a tech-enabled, evolving wealth advisory environment.

Candidates can also send CVs on