Research Analyst/ Investment Counselor

Type:
Full Time
Location:
MUMBAI
Description:

Company Name : JERICHO VENTURES PRIVATE LIMITED

Job Responsibilities:
  • Conduct research in Mutual Fund, Equities, Bonds, Alternative Assets & Global Economy
  • Develop and manage complex excel-based Quant Drive Models to supplement our analysis
  • Assisting Senior Private Banker in creating Investment Strategies & Financial Plans for clients
  • Conducting Periodical Portfolio Reviews for Clients
  • Write fortnightly reports on Indian & Global Economy
  • Requirement:
  • Qualification: MMS (Finance), MA (Economics), MSC (Math/Stats), CA, CFA, CFP
  • Knowledge of Financial Markets & different Financial Instruments
  • Should possess good analytical and problem-solving skills
  • Excellent written and oral communication skills
  • Ability to handle multiple tasks simultaneously
  • Experience in MS Excel and PowerPoint
  • Troubleshoot situations and ability to anticipate problem areas as you gain experience
  • Job Description
  • The investment strategist will execute research projects with the objective of improving or developing investment strategies and integrating research solutions into client’s portfolios.
  • The role will require extensive client interactions.
  • The strategist will be responsible for screening, analysing and executing various investment ideas across public listed companies(domestic/international), fixed income, ETFs, MFs, AIFs, etc, assessing and interpreting complicated financial information and liaising with clients
  • Experience: 3-5yrs

    Indicative Salary: 6 Lacs – 9 Lacs
    Hiring Manager Details:

    [email protected]

    7208483919