Investment Research & Client Intelligence Analyst
Anantam Hr Surat · Surat · onsite · Posted 45d ago
₹3.0L - ₹5.0L PA3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Research portfolios, markets & investment products.
Analyse performance, risk, allocation & opportunities.
Provide actionable insights to Wealth Managers/RMs.
Create simple, client-friendly financial content
Support portfolio reviews & market updates
Strong analytical, research and financial interpretation skills.
Analyse performance, risk, allocation & opportunities.
Provide actionable insights to Wealth Managers/RMs.
Create simple, client-friendly financial content
Support portfolio reviews & market updates
Required Candidate profile
3–5 years of experience in Investment Research, Wealth Management, Portfolio Management, AMC, PMS, AIF or related financial services.Strong analytical, research and financial interpretation skills.
Sourced from naukri
Skills
Investment Product AnalysisCapital MarketFixed IncomePMSAsset AllocationMutual FundsPortfolio ConstructionPortfolio ManagementWealth ManagementInvestment ResearchEquity ResearchPortfolio AnalysisInvestment AnalysisBondsfinancial analysis