Investment Specialist (Mumbai, Pune)

Description

We are seeking an experienced Investment Specialist to join our team in Mumbai or Pune. The ideal candidate will have a strong background in investment analysis and portfolio management, with the ability to provide valuable insights to our clients.

Responsibilities

• Conduct in-depth market research to identify investment opportunities.
• Analyze financial data and investment portfolios to provide insights and recommendations.
• Develop and maintain strong relationships with clients, understanding their investment goals and risk tolerance.
• Prepare investment reports and presentations for clients and stakeholders.
• Monitor and assess the performance of investments and adjust strategies as needed.

Skills and Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 5-10 years of experience in investment analysis, portfolio management, or a related role.
• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial modeling and valuation techniques.
• Excellent communication and interpersonal skills for client interactions.
• Familiarity with investment management software and tools.
• Knowledge of market trends, economic factors, and investment strategies.