Wealth Management Analyst Neo Wealth and Asset Management

1.0 - 5.0 years

0 Lacs

maharashtra

On-site

The position of Associate/Analyst (Wealth Management) at Neo Group involves being an invaluable member of the Wealth Management Team, responsible for providing accurate analytics. You should have a solid understanding of markets and various asset classes. It is essential to be eager to learn and enhance your skill set continuously, willing to meet deadlines promptly. Your responsibilities will include engaging in multi-asset class research, using fundamental analysis and valuation models. You will assist in composing and maintaining model investment portfolios, conducting detailed client-level portfolio analysis, and preparing insightful reports. This analysis involves benchmarking progress against the plan, understanding market opportunities, and advising on portfolio changes. You should be proficient in working with large amounts of data and organizing them efficiently. Additionally, you will utilize specific software applications to attribute portfolio performance to individual securities or asset allocations. Supporting in client meetings, portfolio reviews, and gathering information from various product manufacturers will be part of your role. You will also assist senior relationship managers in day-to-day activities and manage High Net Worth Individual (HNI) clients. To excel in this role, you should be comfortable presenting proposals to Ultra High Net Worth Individuals (UHNIs) and Family Office clients. Furthermore, you are expected to prepare internal and external notes on products and markets, possess good communication skills, and stay updated on market trends and investment products. The ideal candidate for this position would hold an MBA in Finance, CFA, or CA, with a minimum of 1 to 2 years of experience in Private Banking, Wealth Products, Asset Management Company (AMC), Equity Research, or with a Multinational Bank/Financial Institution. Possessing NSIM certifications is preferred. Key requirements for this role include strong analytical and quantitative skills, knowledge of investment products and securities markets, and proficiency in advanced Excel and PowerPoint. If you are looking to contribute to a dynamic and forward-thinking Wealth Management team and have the required qualifications and skills, we encourage you to apply and be part of Neo Group's vision of empowering clients towards their financial goals and aspirations.,

Posted 1 day ago

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Portfolio Manager Finquest Consulting Services

4.0 - 9.0 years

15 - 22 Lacs

Mumbai Suburban, Thane, Navi Mumbai

Work from Office

experienced portfolio manager to create and manage investment portfolios for clients. will include crafting investment packages, managing client expectations, and transactions, will have experience in the financial servicesor investment sectors,

Posted 1 month ago

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