Job Description
Responsibilities :
• Conducting research and analysis on financial products, including equities, fixed income, and alternative investments
• Contributing to the development of the financial advisory ecosystem by building models, automating processes, and creating tools to support the advisory processes
• Using data and quantitative analysis to generate insights and recommendations
• Developing and maintaining financial models that support investment analysis and portfolio management
• Prepare reports and presentations that communicate research findings and investment recommendations to senior management and clients Skills:
• Collaborative and result oriented
• Structured approach of thinking and execution
• Strong knowledge of financial markets, investment products, and portfolio management principles
• Good understanding of Excel and writing finance articles
• Preferably, a CA or CFA level 2 cleared
• Strong communication skills and the ability to present complex information in a clear and concise manner
• Conducting research and analysis on financial products, including equities, fixed income, and alternative investments
• Contributing to the development of the financial advisory ecosystem by building models, automating processes, and creating tools to support the advisory processes
• Using data and quantitative analysis to generate insights and recommendations
• Developing and maintaining financial models that support investment analysis and portfolio management
• Prepare reports and presentations that communicate research findings and investment recommendations to senior management and clients Skills:
• Collaborative and result oriented
• Structured approach of thinking and execution
• Strong knowledge of financial markets, investment products, and portfolio management principles
• Good understanding of Excel and writing finance articles
• Preferably, a CA or CFA level 2 cleared
• Strong communication skills and the ability to present complex information in a clear and concise manner
💡 Quick Summary
Seeking a career-building opportunity? The Finance Researcher position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
