75 Investment Analysis Jobs - Page 3

An investor relations officer (IRO) is responsible for creating and presenting a consistently applied investment message to the investment community. The IRO is also responsible for monitoring and presenting to management the opinions of the investment community regarding the company's performance. To fulfill these responsibilities, an IRO is involved with the formulation and release of information to outsiders, as well as with the handling of inquiries from members of the investment community. Investor Relations Officer Responsibilities Develops the investor relations plan . The IRO will work with senior management to devise an investor relations plan. This plan includes outreach programs and the types of information that will be provided to investors. Performs a competitive analysis . The IRO will perform an ongoing analysis of the investor relations programs and metrics of the companys chief competitors, noting points of differentiation and valuation. Develops performance metrics . The IRO will develope an oversees performance metrics for the investor relations function. This includes the identification of areas of improvement, with remediation plans that are communicated to senior management. Establishes the optimum type and mix of shareholders . The IRO will work with senior management to develop a target mix of shareholders, and then works to achieve it through a variety of initiatives. Monitor operational changes through ongoing contacts with company management, and develops investor relations messages based on these changes Create presentations, press releases, and other communication materials for earnings releases, industry events, and presentations to analysts, brokers, and investors Oversees the production of all annual reports, SEC filings, and proxy statements Manages the investor relations portion of the company web site Monitors analyst reports and summarizes them for senior management Serves as the key point of contact for the investment community Establishes and maintains relationships with stock exchange representatives Organizes conferences, and investor meetings Provides feedback to management regarding the investment community's perception of how the company is being managed, and their view of its financial results. Represents the views of the investor community to the management team in the development of corporate strategy Provide feedback to the management team regarding the impact of stock repurchase programs Preferred candidate profile : 5 years of accounting/finance experience, or 5+ years experience in managing an investor relations department. Also, a BA/BS degree/MBA, as well as excellent written and verbal skills, relationship-building skills in the investment community,

Conducted commercial due diligence and market study Supporting the origination of investment opportunities in Public Equity Building financial models Performing valuation analyses, including comparable transactions and publicly trading companies Required Candidate profile Identifying potential investors and buyers Analytical, combining both quantitative and qualitative skills Practical knowledge of FactSet, Capital IQ, Bloomberg etc CFA Qualified preferred

Job Description P L lead role for South region. Reporting to Head of Advisory services, India Primary responsibility includes business development and collections - Meeting top line revenue for consulting / advisory business Secondary responsibility is the of executing and overseeing the delivery of assignments Represent Colliers advisory to clients for presentations and BD pitches Understanding and clearly identifying objectives of clients Develop business models and financial projections on the basis of the understanding of the market dynamics and clients business Articulate and present reports/ deliverables in required detail to clients Undertake research into specific industry sector, markets, and competitors Understand and develop knowledge of the relevant players in the industry (both investment and development side of real estate) Gather knowledge of the regulatory environment in the real estate industry and how it affects specific businesses Exceptional problem-solving skills, demonstrated leadership ability and experience, ability to grasp and communicate complex ideas clearly, collaborative team player who is capable of working with others Overall team management, improving efficiency of team members, Hiring, brand visibility on social media, nourishing the junior team members Qualifications 10+ years experience for in a consulting environment and been engaged in a variety ofproperty consulting assignments Superior knowledge or experience in one or more of the following areas: Major devel

Location: Greater Noida Responsibilities Investor Relations : help manage day-to-day interactions with investors including preparing newsletters,assistance in drafting of quarterly earnings reports, responding to investor queries, reviewing any models or data, and general housekeeping Fundraising : provide inputs on fundraising strategy, prepare collaterals, coordinate due diligence, align stakeholders including senior leadership and the board to present a compelling a story to potential investors Corporate Development : work closely with technology, business, operations, and policy teams to develo a deep understanding of the business. Originate relevant opportunities and contribute to transaction closures. Cultivate and maintain relationships with investee companies while actively seeking routine updates Other Special Projects : Undertake diverse initiatives to support the CEO and contribute to client's growth trajectory. This may involve market research for identifying new investment avenues, analyzing competitive landscapes, exploring strategic partnerships, conducting feasibility studies for potential ventures, and assisting in the implementation of key business initiatives. Your role may also encompass ad hoc projects that contribute to the company's overall strategic goals and enhance its market positioning. Qualifications 1-5 years experience in Corporate Development, Consulting, Investment banking, PE, or VC. Strong financial analysis and modelling skills Proficiency in Excel, Powerpoint, and financial tools Excellent written and spoken communication, presentations, and facilitation skills Exposure to the commodities or energy industry will be a bonus

Job Location is office in Borivali (Mumbai Western Suburbs ). Role & responsibilities : Maintain updated investor related records like KYC, investments, fair value reporting (not fair valuation assessment). Basic analysis of startup deals, preparing internal documents as per templates. Controlling data inputs in our proprietary tech interface for startups and investors. Create / update investor profile in our tech interface. Preparing quarterly investment related updates and reports. Assisting internal / external teams for regulatory compliance of the fund. Maintain record of important contractual dates in investor agreements with multiple companies. Preferred candidate profile : Experience in equity research / sectoral research and writing skills. Flair for research using publicly available information on sectors. Good command over English writing. Cool demeanor while interacting with investors about their issues and challenges. Spoken languages Marathi and Hindi languages apart from Fluent English Expert knowledge of Excel / Outlook and Power point Exposure to other investment related tech apps is beneficial but not a constraint.

Financial Planning:Develop&implement financial plans tailored to individual client needs,including retirement planning,investment strategies, & risk management Client Relationship Management Investment Management Financial Analysis Analytical Skills

Equity research, financial analysis, and investment research. Financial modelling, valuation techniques, and Excel. Strong understanding of financial statements and accounting principles. Team handling and Indian capital market experience mandatory. Required Candidate profile Develop and implement investment themes & strategies based on macroeconomic, sector-specific or market-driven insights Oversee the development of investment recommendations based on thematic analysis

Must Role & responsibilities 1. Identify Single Family houses in public forums or social media or sheriff sale which are put for sale 2. Underwrite identified properties to find if they suit our need and place offer 3. Coordinate with Realtor, Seller, Title Company, Client, Inspectors, Vendors, Tenants, Government Departments, Construction Team, Agents, CPAs throughout the purchase cycle of the property and thereafter 4. Maintain property and corporate accounts in QuickBooks Online (AP, AR, Bank Reconciliation, Interco transactions, Settlements, Invoicing, Setup new properties or entities etc.) 5. Maintain Advanced Financial Models developed in excel for Underwriting & MIS reports 6. Setup & manage Utilities, Insurance, Tax and other statutory compliances for the properties 7. Review legal documents and identify abnormalities 8. Identify tenants from available platforms or social media for new purchased properties 9. Manage Move in or Move out of tenants 10.Coordinate inspections Max Salary: 6 lakhs p.a. Shift: Should be available till 12 am Availability to join: 10 - 15 days (Maximum within 1 month) If you think you have all the above skills, email your resume to vijayj@intellisystechnology.com or call/whatsapp 9900705602

Job Description: We are seeking a motivated and detail-oriented Junior Financial Analyst and Auditor to join our finance team. The ideal candidate will have a foundational understanding of finance and accounting principles, excellent analytical skills, and a keen eye for detail. This role offers an excellent opportunity for growth and development in both financial analysis and auditing within our organization. Responsibilities Maintain and organize financial records and documentation. Ensure accurate and timely processing of financial transactions. Conduct preliminary audits to ensure compliance with financial regulations and internal policies. Support the preparation of financial statements and management reports. Participate in internal control assessments and provide recommendations for improvements. Collaborate with cross-functional teams, including property management, legal, and development, to ensure financial objectives are met. Ensure compliance with financial regulations and company policies Requirements and Skills Bachelors degree in finance, Accounting, or a related field. Proven experience as a Finance Analyst, preferably in the real estate industry. Strong understanding of financial Modeling, valuation techniques, and investment analysis. Proficiency in financial software and tools, such as Tally, Excel and other financial Modeling software. Excellent analytical and problem-solving skills. Strong attention to detail and accuracy. Ability to work independently and as part of a team. Knowledge of real estate market. Role & responsibilities Required immediate joiners Preferred candidate profile Perks and benefits

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Jaipur location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relationships with HNI and Ultra HNI clients. Understand clients' financial goals, risk tolerance, and preferences to develop tailored investment strategies and portfolios. Provide proactive updates to clients on portfolio performance, asset allocation, market trends, and identify potential opportunities and risks. Stay informed on industry best practices, regulatory changes, and emerging investment trends to provide innovative solutions to clients. Acquire new clients through referrals and open market activities and increase engagement with existing clients by offering comprehensive financial planning and portfolio reviews. Meet annual targets for Assets Under Management (AUM) and revenue in the designated geography, striving for consistent growth in client wallet share and book size. Actively participate in client meetings, presentations, and educational seminars to showcase the firms expertise and capabilities. Requirements: Education: Master's degree from an accredited institution. Experience: Minimum 8 years of experience in investment management, wealth advisory, or related financial services roles. Skills: Exceptional communication skills (multilingual preferred). Strong market knowledge and understanding of the financial business. Analytical, resourceful, and convincing skills. High level of interpersonal skills, with a service-oriented mindset. Behavioral Competencies: Perseverance, initiative, and results-driven. Teamwork and cooperation. Creativity, innovation, and adaptability. Cultural sensitivity and the ability to work with diverse clients. Strong attention to customer communication and courtesy. Certifications: Must have certifications as per the industry certification policy.

Hi, We have urgent openings for Preferred Relationship Manager with Anand Rathi Group for Bangalore location. Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or whatsapp on 9920799578 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

1. Conducting Research: Perform in-depth analysis of companies, industries, and sectors to identify investment opportunities. Evaluate financial statements, market trends, and economic data to assess the financial health and performance of companies. Utilize financial modeling techniques to forecast future earnings, cash flows, and valuations. 2. Generating Investment Ideas: Develop investment theses based on fundamental analysis and present actionable recommendations to portfolio managers or clients. Monitor and interpret news, earnings reports, and regulatory developments affecting assigned sectors or companies. 3. Preparing Reports: Prepare detailed research reports, investment notes, and presentations summarizing findings and investment recommendations. Communicate complex financial information and analysis clearly and effectively to stakeholders. 4. Collaboration: Work closely with portfolio managers, traders, and other analysts to share insights and contribute to investment decisions. Collaborate with sales and client service teams to provide support and insights to clients. 5. Compliance and Ethics: Ensure compliance with regulatory requirements and ethical standards in conducting research and making recommendations. Adhere to internal policies and guidelines for research and investment analysis.

About The Role : Provide consistent financial support to Business Partners in CCG Operations by creating and analyzing financial information and business trends. Develop reconciliations, financial reports, variance explanations, and product sizing.Support management reporting related to financial performance on a monthly, quarterly, and annual basis.Prepare the Plan of Record (POR) in partnership with Operations. Provide explanations for cycle-on-cycle changes and business insights to influence the decision-making process and direction of various business leaders, including the General Manager, Business Operations, and project leads.Prepare monthly Close in partnership with Operations, providing variance analysis and data-driven insights to improve predictability and accuracy.Review and drive approval of Purchasing Requisitions in partnership with Operations and the Finance Controller.Participate in IP Investment-wide initiatives, such as business process standardization and automation, as needed. Qualifications A successful candidate will have proven experience demonstrating the following skills and behavioral traits: Financial Analysis: Accurately compiles, validates, and interprets data using standard enterprise financial systems and business acumen. Utilizes financial data to inform strategic decisions and business strategy. Excellent Communication Skills: Effectively communicates financial data and concepts to a wide range of stakeholders, including Finance and Operations peers and Senior management. This includes both written and verbal communication. Strong Business Partnership and Teamwork :Builds relationships of trust with stakeholders and delivers on commitments. Able to effectively work in a team to achieve business objectives. Problem Solving: Identifies problems, determines root causes, and quickly develops and implements quality solutions.Action Orientation:Independently pursues work with energy and a bias for action while maintaining focus on results. Recognizes opportunities and leads initiatives to drive improvements. Minimum Qualifications BA in Economics, Finance, Business Administration or similar field. MBA is an advantage. 2+ years of experience in Financial Analysis, Budgeting and Planning, forecasting and business modelling. Advanced knowledge of MSFT Excel and PowerPoint Preferred Qualifications Experience with Power BI or any data visualization or analytics tools Passion and knowledge for driving process improvements, automation, standardization, and business process management (BPM). Inside this Business Group As members of the Finance team, employees act as full partners in making and supporting business decisions that are aimed at maximizing shareholder value. Intel Finance has a strong focus on facilitating change and improvement both within finance and in the operations supported.

Develop financial models and perform data / investment analysis. Research new deal opportunities. Perform relative value analysis. Assist in the preparation of investment memoranda. Participate in the transaction closing process. Assume transaction post-closing responsibilities. Coordinate with internal functions including Asset Management, Treasury and Operations. Collate and distill large sets of disparate data into actionable insights for the investment team. Create bespoke financial models and complete detailed financial analysis of potential investment opportunities. Prepare investment memoranda, research reports and presentations outlining macro trends, industry dynamics, business development opportunities, and organizational matters. Maintain a transaction pipeline tracking system. Taking notes on discussions with outside parties Contributing to improve processes, reduce risks and increase controls Requirements Minimum 10 years experience. Candidate should be able to join within 30 days. Excellent communication skills. Prior team management experience is mandatory. Benefits Health Care Plan (Medical, Dental & Vision) Gratuity & PF Contributions Term Life & Personal Accidental Insurance Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training & Development Hybrid Schedule

Analyzing industry data, producing research reports, exploring trends, and conducting meetings with company management. It includes on-site visits, roadshows, and client collaboration to present insights, investment ideas, and performance updates.

Financial Modeling: Develop and maintain financial models to forecast future performance,evaluate investment opportunities, assess the impact of various scenarios on business outcomesFinancial Reporting: Prepare/analyze financial statements Required Candidate profile Conduct market research and industry analysis to identify emerging trends, competitive dynamics, and growth opportunities. Use market data to inform financial projections and strategic decisions

Financial Modeling: Develop and maintain financial models to forecast future performance,evaluate investment opportunities, assess the impact of various scenarios on business outcomesFinancial Reporting: Prepare/analyze financial statements Required Candidate profile Conduct market research and industry analysis to identify emerging trends, competitive dynamics, and growth opportunities. Use market data to inform financial projections and strategic decisions

Financial Modeling: Develop and maintain financial models to forecast future performance,evaluate investment opportunities, assess the impact of various scenarios on business outcomesFinancial Reporting: Prepare/analyze financial statements Required Candidate profile Conduct market research and industry analysis to identify emerging trends, competitive dynamics, and growth opportunities. Use market data to inform financial projections and strategic decisions

Responsibilities: Conduct financial analysis and forecasting to support business decisions. Assist in budgeting, financial planning, and investment management . Develop and implement financial strategies to optimize revenue and cost efficiency. Perform risk assessment and financial modeling for potential investments. Analyze market trends, industry reports, and competitor performance . Collaborate with stakeholders on M&A, fundraising, and capital budgeting decisions . Ensure compliance with financial regulations, corporate governance, and internal policies . Support decision-making through data-driven insights and financial reporting. Desired profile of the candidate We are looking for a highly motivated **MBA Finance graduate** to join our finance team. The candidate will be responsible for financial analysis, investment research, risk assessment, budgeting, Technical Proficiency, Adaptability & Leadership, Strategic Thinking, Client-facing skills. This role requires strong analytical skills, problem-solving abilities, and a keen understanding of financial markets.

Investment strategies, financial products (PMS & Mutual Fund Distributor) and co-learning and community-building facilities (CLCB), relationships with distributors/clients, selling PMS, CLCB services & Third Party Mutual Funds to UHNI Individuals

1. Job Purpose Conduct Portfolio Reviews of large relationships along with the RM, delivering detailed presentations to clients that explain their investments. Assist in acquiring new clients by preparing and presenting Investment Proposals, ensuring all requirements are met and explained to prospects. Collaborate in business planning with the incentive plan, supporting each RM in monthly and quarterly activities. Act as a bridge and knowledge center for all Product and Research communications as part of the Product & Research central team. 2. Dimensions Business/SBU/Unit Revenue : Emerging Business & Wealth Management Business Workforce Number : To be specified Unit Workforce Number : To be specified Function Workforce Number : To be specified Department Workforce Number : To be specified Other Important Parameters : Budgets, Volumes, No. of Products, Geography, Markets, Customers, etc. 3. Job Context The Investment Counselor supports the Business, enhancing core business performance through entrenched relationships and offering more products per customer in line with the business strategy. Key Challenges : Stakeholder Management: Ensure effective synergies and engagement for unit stakeholders for efficient strategy implementation. Changing the Mindset of the Sales Team: Engage and educate RMs on the benefits of offering various solutions to Wealth Customers. No Direct Reporting Structure: Use domain expertise, perseverance, and influencing skills to drive initiatives successfully. 4. Key Result Areas / Accountabilities Achieve Targeted Profitability & Fee Income : Strategize client engagement for optimal revenue. Engage with RHs/RMs to identify cross-sell and deepening opportunities. Initiate cross-selling initiatives for additional revenue. Monitor achievement of branch and regional targets. Ensure Skill Enhancement of the Team : Provide product and customer engagement training in coordination with HR (L&D). Ensure Policy Adherence and Coordination : Supervise and ensure compliance with critical transaction sales of Mutual Funds, AIF, PMS, etc. Coordinate documentation and smooth operations with stakeholders. Present MIS Dashboards : Share regular performance dashboards with RHs/ZHs. 5. Job Purpose of Direct Reports The Specified Person (IC) meets clients with the sales team, ensuring the closure of MF, AIF, PMS transactions, and adherence to norms and processes. 6. Relationships Internal : Head - Product & Research, Zonal Head, Regional Head & Relationship Managers of various verticals (Wealth Management) Frequency : Weekly Nature : Sharing business progress and initiatives. Ongoing daily engagement with business development initiatives, client engagement, dashboards, centralized client communication, product knowledge, and training. External : Client & Channel Partners Frequency : Monthly & Need-based Nature : Training RMs, client meetings, identifying market opportunities. 7. Organizational Relationships Provide the structure for a level above and below the position for which this job description is written, using position titles and indicating all the reports of the position.

Position Overview: The Chief Investor Relations Officer (CIRO) is a senior executive responsible for developing and executing a comprehensive investor relations strategy that enhances the company visibility, credibility, and valuation in the capital markets. The CIRO serves as the primary liaison between the company and its shareholders, institutional investors, analysts, and other stakeholders, ensuring consistent, accurate, and transparent communication of the company's financial performance, strategy, and growth prospects. Reporting To: Group CFO Work Location: Jaipur, Rajasthan Experience : 10- 15 Years Salary : Upto 90 Lacs - 1 Crore Depends on experience and interview Key Responsibilities 1. Strategic Leadership Develop and execute the company's investor relations strategy in alignment with corporate goal and objectives. Provide strategic advice to the Global MD, Group CFO, and Board of Directors regarding investor sentiment, market trends, and shareholder expectations 2. Investor Communication Serve as the primary spokesperson for the company with the investment community. Oversee the preparation and dissemination of financial reports, earnings releases, investor presentations, and other related materials. Manage quarterly earnings calls, investor meetings, and roadshows. 3. Stakeholder Engagement Build and maintain strong relationships with institutional investors, analysts, and other stakeholders. Respond to inquiries from investors and analysts promptly and accurately. Monitor and address shareholder concerns, ensuring alignment with the companys strategic goals. 4. Market Intelligence and Analysis Monitor industry trends, competitor performance, and capital market developments. Provide insights and recommendations to senior management based on investor feedback and market analysis. Track and analyze the company’s stock performance and valuation metrics relative to peers. 5. Compliance and Reporting Ensure compliance with regulatory requirements related to financial disclosure and investor communications. Collaborate with legal, finance, and communications teams to ensure accurate and timely reporting. Support the company’s ESG (Environmental, Social, Governance) initiatives and integrate them into investor communications. 6. Team Management Lead and mentor the investor relations team, fostering a culture of excellence and collaboration. Manage external IR consultants, agencies, and vendors as needed Qualifications and Skills Education: Chartered Accountant or CFA. Experience: Minimum of 10-15 years of experience in investor relations, corporate finance, equity research, or related fields, with at least 5 years in a leadership role Skills: • Deep understanding of financial statements, corporate strategy, and capital markets. • Exceptional communication, presentation, and interpersonal skills. • Strong analytical and problem-solving capabilities. • Proven ability to build relationships with investors, analysts, and other stakeholders. Key Competencies • Strategic thinking and foresight. • High degree of professionalism and ethical integrity. • Strong leadership and team-building skills. • Ability to work under pressure and manage competing priorities Key Performance Indicators (KPIs) • Investor satisfaction and sentiment. • Accuracy and timeliness of financial communications. • Stock price performance and valuation metrics relative to peers. • Growth in institutional investor base. • Engagement at investor events and conferences.

We at Preferred are hiring Preferred Relationship Manager with Anand Rathi Group for Across location -Kolkata Designation: - Sr. Manager / AVP Job Description for Preferred Relationship Manager SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with a minimum Investment amount of Rs 1 Cr and above. Experience of advising clients across asset classes. Strong analytical skills and ability to work in teams. Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 3-4 yrs of stability) ROLES & RESPONSIBILITIES: - The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM ( Mutual Funds, PMS, Structured Products ) from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. To conduct and assist in organizing seminars, workshops and other business development activities. Please share profiles on pushpajaiswar@rathi.com or call on 9359038839 for further discussion . Regards Pushpa Jaiswar Human Resource Anandrathi Group

Job Title - CA Industrial Trainee - BFSI Consulting Location – Mumbai JOB Description Functional Responsibility / Domain Related Investment product research: Quantitative Research: quantitative analysis like performance calculation, historical trends in performance across various categories of AIFs, mutual fund (MF) / Analysis of Schemes, Fund Managers and asset management companies (AMCs) based on performance, performance attribution, investment analysis and portfolio-based attributes Qualitative Research: Qualitative assessment of AIFs, AMCs, and MF Schemes, due diligence of AMC, Report writing on schemes and Mutual Funds (MFs) Writing analytical articles related to the investment products/ themes, wealth management and general markets Customized Research on various investment products like AIFs, MFs, PMS, retirement funds among others Detailed analysis on other financial instruments like PMS products, ULIPs, PE Funds, REITs, retirement funds for customized assignments Any other form of customised research for asset managers, distributors and institutional investors