Investment Specialist

2 days ago


Mumbai, Maharashtra, India Yes Bank Full time ₹ 15,00,000 - ₹ 20,00,000 per year
Job Description Description

We are seeking an experienced Investment Specialist to join our team in Mumbai or Pune. The ideal candidate will have a strong background in investment analysis and portfolio management, with the ability to provide valuable insights to our clients.

Responsibilities
  • Conduct in-depth market research to identify investment opportunities.
  • Analyze financial data and investment portfolios to provide insights and recommendations.
  • Develop and maintain strong relationships with clients, understanding their investment goals and risk tolerance.
  • Prepare investment reports and presentations for clients and stakeholders.
  • Monitor and assess the performance of investments and adjust strategies as needed.
Skills and Qualifications
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 5-10 years of experience in investment analysis, portfolio management, or a related role.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Proficiency in financial modeling and valuation techniques.
  • Excellent communication and interpersonal skills for client interactions.
  • Familiarity with investment management software and tools.
  • Knowledge of market trends, economic factors, and investment strategies.


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