Posted:2 weeks ago|
Platform:
Work from Office
Full Time
ROLES AND RESPONSIBILITY: Analyze, underwrite, and monitor transactions in listed equity, REITs/Invits and debt. Analyze investment risks, growth opportunities, asset quality and projected returns. Prepare investment notes for IC as well as investors and prepare memos as well as research notes. Build and maintain detailed excel models analysing the opportunity. Portfolio monitoring on a day-to-day basis. Study and monitor market trends regularly to find new investment opportunities. Work closely with Sales, Marketing, Product, Tech and Operations teams for launching and funding a new investment strategy/product. Stay abreast of regulatory updates and changes in the financial advisory industry, including but not limited to the PMS and IA regulations. CRITERIA: At least a bachelor's degree from Tier-1 colleges with top academic credentials; CFA / CA First Attempt / MBA from Tier-1 colleges is a plus. At least 1- 3 years of equity investment/ research experience. Strong quantitative and presentation skills including MS Excel and MS PowerPoint. Attention to detail with strong written and oral communication skills. Motivated, proactive, hard worker willing to put in all hours to get the job done. Comfortable with working in a start-up in a dynamic environment.
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