8 Investment Reports Jobs

Role Overview: As an individual with relevant experience in equity research and writing investment reports, you will be responsible for interacting with UHNW clients and presenting investment ideas. Your role will involve understanding equity markets, investing, and portfolios, as well as collaborating with dealers, equity specialists, and equity advisors. Your primary goal will be to strengthen the SCSI position in the local market by providing high-quality investment reports to clients. Key Responsibilities: - Identify, write reports, and explain investment ideas to frontend dealers and clients - Support portfolio manager and CIO in asset management - Demonstrate a good understanding of eq...

You will be responsible for: - Gathering and assessing securities data including industry-related stocks and bonds. - Analyzing company financial reports to determine the market performance of existing securities. - Using data modeling software and methodologies to create financial forecasts. - Assisting with company initial public offerings (IPO), including a stock's value, capitalization, and target price. - Developing and delivering investment reports to the financial manager and the investment team. - Providing direction and expert advice on securities to buy, sell, or hold. - Monitoring industry and market trends for changes and investment opportunities. - Staying up to date with the la...

As a Chartered Accountant/CA Intern at this company, your role will include the following responsibilities: - Preparation of Investment reports - Coordination with auditors and consultants for compliance and filings - Oversight of investments, trusts, and real estate holdings from a reporting standpoint The qualifications required for this position are: - CA - MBA If you are passionate about family office, wealth management, investment analysis, direct personal and corporate taxation, finance, and accounts, this opportunity in Bhandup could be the perfect fit for you.,

As an Investment & Real Estate Research Analyst at our company, your role involves conducting detailed research in both stock markets (equities, F&O) and the real estate sector to provide valuable insights supporting investment strategies. Key Responsibilities: - Conduct technical and fundamental analysis of equity and F&O markets - Monitor market trends, economic indicators, and global events influencing financial markets - Generate trade recommendations and investment reports based on technical patterns and data analysis - Stay abreast of sectoral movements, earnings reports, and policy changes In the real estate sector, your responsibilities include: - Analyzing residential, commercial, a...

As a Trainee Investment Analyst in the Investment Banking Division, your role will involve the following key responsibilities: - Perform company valuations, financial analysis, and industry research. - Assist in preparing client presentations, investment reports, and pitch materials. - Support the development and maintenance of financial models. - Monitor market activity, sector developments, and economic trends. - Contribute to the execution of transactions, including mergers and acquisitions, equity offerings, and debt financing. - Ensure accuracy, attention to detail, and adherence to compliance and quality standards. To qualify for this role, we are looking for candidates with the follow...

As a Securities Data Analyst, your role involves gathering and assessing securities data related to industry stocks and bonds. You will be responsible for analyzing company financial reports to evaluate the market performance of existing securities. Utilizing data modeling software and methodologies, you will create financial forecasts to support decision-making processes. Additionally, you will play a key role in assisting with company initial public offerings (IPO), determining stock value, capitalization, and target price. Your responsibilities will also include developing and delivering investment reports to the financial manager and the investment team. Providing expert advice on securi...

Northern Trust is a globally recognized financial institution with over 130 years of experience, dedicated to providing innovative financial services to successful individuals, families, and institutions. With a team of over 22,000 partners, Northern Trust upholds principles of service, expertise, and integrity to serve sophisticated clients using cutting-edge technology and exceptional service. The NTAM Performance & Analytics team plays a crucial role in preparing investment reports, combining portfolio analytics, performance, and attribution with portfolio commentary. The team supports investment associates in meeting client needs by calculating investment performance results using unbias...

Providing support in accounting, financial reporting, and compliance Day-to-day accounting, reconciliations & ledger maintenance Preparation of financial statements, MIS & Investment reports Oversight of investments, trusts & real estate reporting Required Candidate profile Semi-qualified Chartered Accountant (CA Inter passed)+MBA(Finance) 4–7 years of relevant experience in accounting and reporting roles Proficiency in Tally and MS Excel