Investment Advisory

Investment Advisory

1 Nos.
67692
Full Time
3.0 Year(s) To 10.0 Year(s)
Not Disclosed by Recruiter
Job Description:

DEPARTMENT: Ideation – Fixed Income
JOB TITLE: Depending Upon Profile: 3-10 years

Qualification : Post Graduate / Masters

REPORTS TO: Head – Ideation / CIO

COMPENSATION RANGE: Flexible based on skills sets and previous experience of the candidate.

Responsibilities:

 

  • Generate investment ideas and prepare proposals for
  • Analyze Fixed Income Mutual Funds, Bonds, AIFs,
  • Track PMS Universe, Index Funds Universe, and Bonds
  • Conduct periodic macro studies and provide
  • Write reports and conduct portfolio
  • Support Relationship Managers and provide client
  • Accompany RMs for client visits and reviews
  • Build relationships with fund managers and stay updated on
  • Contribute to monthly MIS

 

 

Requirements:

 

  • Strong understanding of Indian and Global Macro
  • Proficiency in analyzing investment vehicles and fund
  • Excellent communication-oral and written and presentation
  • Ability to generate investment ideas and work collaboratively.
  • Detail-oriented and analytical
  • Knowledge of Fixed Income Mutual Funds, Bonds, AIFs, and
  • Familiarity with PMS, Index Funds, and Bonds
  • Stay updated on regulatory policies and

 

 

Note:

 

The ideal candidate should possess the aforementioned responsibilities and requirements to excel as an Fixed Income-Based Advisor.

Company Profile

--- is a niche --- client service firm based out in Mumbai catering to wealth solution needs of HNIs, Family Offices, NRIs and Small and Medium enterprises. We are guided by a professional team of leaders with strong domain knowledge and expertise.

Apply Now

  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

Similar Jobs

PR Manager
Public Relation,Media Relation
Hiring for the position of Full stack Developer for Mumbai based location.
Full Stack Developer,Javascript,HTML,CSS,PHP,Python,Wordpress
Engineer - Senior Engineer (Power System Study)
system study,HVDC,high level system study,Statistical Analysis,Statistical Modeling,simulation,validation
Client Servicing with a Wealth Mgt firm
Client Relationship,client servicing,documentation, regulatory framework,relationship manager servicing
Lead Retail Expansion
retail expansion,EBO,site selection,franchisee,store selection