Investment Analyst

Bandekar Brothers Private Limited

2 - 3 years

4 - 6 Lacs

Vāsco Da Gāma

Posted:5 hours ago| Platform: GlassDoor logo

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Skills Required

management checks reporting updating excel word communication tracking presentation writing

Work Mode

On-site

Job Type

Full Time

Job Description

Role & responsibilities

Assist in overseeing and management of investment portfolio.
Monthly performance checks of the portfolio.
Understand and analyse investment products across, Equities and Fixed Income.
Study new investment opportunities and investment avenues.
Liaison with external Wealth Managers and banks to facilitate trades and investments.
Assist management with required paperwork and reporting of fund performance, ideas and analysis.
Management and updating of excel file formats.

Preferred candidate profile

Bachelors degree and 2 -3 years work experience
NISM Series VA Certification
Knowledge of Financial markets and investment products
Comfortable in Microsoft Office suite (Word/Excel/PowerPoint)
Written and verbal communication skills
Positive attitude
Spreadsheet preparation and tracking skills
Presentation skills
Administrative writing and reporting skills
Organisational skills
Team-working skills

Job Types: Full-time, Permanent

Pay: ₹40,000.00 - ₹50,000.00 per month

Benefits:

Health insurance
Leave encashment

Schedule:

Day shift

Work Location: In person

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