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Investment Analyst

Finatoz - Rightfocus Investments

1 - 3 years

|

8 - 12 Lacs

Posted:None| Platform:

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Skills Required

financial statements wealth management mutual funds asset allocation financial planning investment strategies investment analyst financial modelling monitoring investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

The successful candidate will be responsible for conducting in-depth research and analysis to support investment decisions, monitoring market trends, and providing actionable recommendations to enhance portfolio performance.

Key Responsibilities

Analyze economic trends, industry developments, and market conditions to identify investment opportunities and risks.
Develop and maintain financial models to forecast company performance and assess the value of investments.
Assist in the creation and optimization of investment portfolios based on risk tolerance, objectives, and market conditions.
Monitor and evaluate the performance of investments and provide regular reports on portfolio returns and benchmarks.
Provide well-researched recommendations for asset allocation, securities selection, and investment strategies
Conduct detailed analysis of prospective investment opportunities, including financial statements, management teams, and competitive positioning.
Work closely with portfolio managers, financial advisors, and other team members to align strategies and achieve investment goals.
Prepare detailed review reports for customers, summarizing portfolio performance, market trends, and tailored recommendations to ensure informed decision-making.
Ensure adherence to regulatory guidelines and internal investment policies.

Requirements

Post graduate in Finance, or a related field
Professional certifications such as Certified Wealth Manager (CWM), Certified Financial Planner (CFP), or Mutual Funds V-A Certification (Preferable).
1 to 3 years of relevant work experience in finance, preferably in financial planning and wealth management.
Strong knowledge on mutual funds

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Finatoz - Rightfocus Investments

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