Job
Description
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 Job Title : Junior Analyst – Wealth Management Location : Thane, Wagle Estate Experience : 1 to 2 years Qualifications : BAF/ B.Com/ M.Com/ MBA (Finance)/ CFP Role Overview We are seeking a motivated and detail-oriented Junior Analyst to join our Wealth Management division. The ideal candidate will assist in evaluating investment opportunities, preparing financial reports, and supporting client portfolio strategies. This role offers a strong career foundation in personal finance and wealth advisory. Key Responsibilities Investment Analysis Assist in evaluating and analysing various investment opportunities across equity, debt, real estate, gold, and mutual funds. Reporting & Presentations Prepare financial reports, investment summaries, and professional presentations using MS Excel, Word, and PowerPoint. Market Research Stay abreast of financial markets and economic developments; provide insights and updates for investment decision-making. Execution & Support Support timely execution of investment-related tasks and coordinate client follow-ups. Client Interaction Maintain effective communication in English; ensure client queries are addressed with professionalism. Ethics & Compliance Uphold high ethical standards in all financial dealings and client interactions. Analytical Support Assist in portfolio analysis, strategic decision-making, and problem-solving within the Wealth Advisory team. Required Skills Foundational knowledge of financial products: Equity, Debt, Mutual Funds, Gold, Real Estate Strong written and verbal communication skills Proficient in MS Office (Excel, Word, PowerPoint) Analytical mindset with problem-solving skil Eagerness to learn and grow in the wealth management domain. Intrested Candidate can Apply their Resume on talent@atmsco.in or can Whatsapp on 7700067147 Note - Candidate who stay in Mumbai only they can Apply Job Type: Full-time Pay: ₹15,000.00 - ₹20,000.00 per month Benefits: Provident Fund Schedule: Day shift Work Location: In person Expected Start Date: 11/06/2025
