Investment Analyst & portfolio

M/s ATMS & Co. LLP is a leading Chartered Accountancy firm based in Thane, Maharashtra. With over a decade of professional excellence, we specialize in delivering comprehensive solutions in Audit & Assurance, Taxation, Accounting, Regulatory Compliance. We are committed to delivering value-driven advisory services that support long-term business growth and compliance for our clients across sectors

Department: Wealth Management
Location: Thane Wagle Estate
Experience: 2–5 years (Wealth Management / Investment Advisory preferred) only Experience person can apply
Employment Type: Full-time

Job Summary:

We are looking for an experienced professional to join our Wealth Management team. The role involves analyzing investment opportunities, preparing client reports, supporting portfolio management, and maintaining strong client relationships with a focus on ethics and market knowledge.

Key Responsibilities:

Investment Analysis

• Evaluate and compare investment options across equity, debt, real estate, gold, and mutual funds.
• Provide data-backed insights and recommendations to enhance client portfolios.

Client Reporting & Presentations

• Prepare investment summaries, performance reports, and client presentations using MS Excel, Word, and PowerPoint.

Market Research & Updates

• Monitor financial markets and economic developments.
• Share timely market insights to assist with client decision-making.

Execution & Operational Support

• Support end-to-end execution of investment transactions.
• Coordinate internally and ensure timely client follow-ups.

Client Interaction & Relationship Management

• Communicate professionally in English with clients.
• Address client queries effectively and maintain high service standards.

Ethics & Compliance

• Adhere to regulatory guidelines and company policies.
• Uphold integrity and transparency in all financial dealings.

Analytical & Strategic Support

• Assist in portfolio reviews, rebalancing, and performance tracking.
• Support the Wealth Advisory team in strategic planning and reporting.

Candidate Requirements:

• 2–5 years of relevant experience in Wealth Management, Financial Advisory, or Investment Analysis
• Strong knowledge of financial markets, mutual funds, and portfolio concepts
• Proficiency in MS Excel, Word, and PowerPoint
• Excellent communication and presentation skills
• High ethical standards and attention to detail
• Graduate/Postgraduate in Finance, Commerce, or related field; CFA/MBA (Finance) is a plus

NOTE

• ONLY EXPERIENCE CANDIDATE CAN APPLY
• INTRESTED CANDIDATE CAN SENT THEIR RESUME ON talent@atmsco.in or CAN DIRECTLY WHATSAPP THEIR RESUME ON 7700067147
• CANDIDATE WHO STAY IN THANE MUMBAI LOCATION ONLY THEY CAN APPLY

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits:

• Provident Fund

Schedule:

• Day shift

Work Location: In person