Financial Advisor and Investment Analyst Ashirwad Trading Company

5.0 - 9.0 years

0 Lacs

raipur

On-site

As a Financial Advisor / Investment Analyst, you will be responsible for managing, analyzing, and advising on personal and business financial matters with a focus on investment evaluation, equity management, capital risk analysis, and ROI projections. Whether working independently or as part of a team, your role will be pivotal in developing comprehensive financial plans tailored to wealth-building goals, reviewing investment proposals, and providing data-backed advisory on potential ROI, risk factors, and capital structure. You will also advise on equity distribution, debt structuring, and diversification strategies while conducting due diligence and evaluating financial health, market opportunities, and red flags of target investments. To excel in this role, you should possess a Bachelor's or Masters in Finance, Accounting, Economics, or related fields along with a minimum of 5+ years of experience in financial planning, investment advisory, or capital markets. Your skill set should include a sound understanding of business finance, valuation models, risk management, and capital structures. Additionally, you should be proficient in evaluating startup investments, franchise models, and entertainment & gaming industry projections, and have strong analytical skills to present findings in a simplified, visual format. Proficiency in tools like Excel, Power BI, financial forecasting models, and market research platforms is essential. While being registered or certified with financial authorities (e.g., CFA, CFP, SEBI, or equivalent) is preferred, it is not mandatory. This position offers a flexible work location, including options for remote, hybrid, or office-based work depending on requirements. Compensation is negotiable based on experience and project scope, with the possibility of performance-based equity sharing in select cases.,

Posted 1 month ago

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