Analyst

1 hour ago

Mumbai, Maharashtra, India Atom Privé Financial Services Full time ₹ 5,00,000 - ₹ 25,00,000 per year

Company Description

Atom Privé Financial Services is a boutique private wealth management firm dedicated to building trust, integrity, and transparency. We specialize in creating bespoke wealth strategies for high-net-worth families, aligning with their values, ambitions, and long-term legacy goals. With a team averaging over two decades of financial expertise, we leverage advanced technology to deliver tailored, multi-asset solutions. Our entrepreneurial culture fosters independence, collaboration, and ownership, enabling professionals to create meaningful client outcomes. Committed to holistic, impactful wealth management, we focus on safeguarding assets, managing risk, and enabling multi-generational success.

Role Description

This is a full-time, on-site role for an Analyst based in Mumbai. The Analyst will be responsible for conducting market research, analyzing financial data, and preparing detailed reports. The role involves working on multi-asset strategies, building and monitoring financial models, and assisting in portfolio management. Additionally, the Analyst will support the team in client-related projects, offering insights to inform high-stakes decision-making.

Qualifications

  • Strong analytical, research, and financial modeling skills
  • Proficiency in financial analysis, market analysis, and portfolio management
  • Proficiency in tools like Excel, PowerPoint, and other financial software
  • Excellent communication and presentation skills; ability to deliver clear, concise insights
  • Ability to work independently, meet deadlines, and contribute in a collaborative team setting
  • Knowledge of wealth management, investment principles, and multi-asset strategies is advantageous
  • Bachelor's degree in Finance, Economics, or a related field (advanced certifications like CFA are a plus)

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