Investment Analyst Bandekar Brothers Private Limited

2.0 - 6.0 years

0 Lacs

vasco da gama, goa

On-site

As an Investment Portfolio Assistant, you will be responsible for assisting in the oversight and management of an investment portfolio. Your key duties will include conducting monthly performance checks of the portfolio, understanding and analyzing investment products such as Equities and Fixed Income, and studying new investment opportunities and avenues. Additionally, you will be required to liaise with external Wealth Managers and banks to facilitate trades and investments, as well as assist management with necessary paperwork and reporting of fund performance, ideas, and analysis. You will also be responsible for the management and updating of excel file formats. The preferred candidate for this role will possess a Bachelor's degree along with 2-3 years of relevant work experience. It is preferred that the candidate holds an NISM Series VA Certification and has knowledge of financial markets and investment products. Proficiency in the Microsoft Office suite (Word/Excel/PowerPoint), strong written and verbal communication skills, a positive attitude, and the ability to prepare and track spreadsheets are also required. Additionally, candidates with presentation skills, administrative writing and reporting skills, organizational skills, and team-working skills are preferred. This is a full-time, permanent position with benefits including health insurance and leave encashment. The work schedule is during day shifts and requires in-person presence at the designated work location.,

Posted 1 month ago

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