Senior AnalystManager (Wealth and Treasury Solutions)

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 11 hours ago

Vacancies: 1 Vacancy

Job Summary

Company Details: Leading Treasury and Risk Management Advisory firm

Role Overview:
We are looking for a sharp detail-oriented Senior Analyst with 4-5 years of experience in investment research and wealth management. The candidate must have cleared CFA Level II or III and should possess strong knowledge of financial markets investment products and valuation methodologies across asset classes like equity products debt products REITs and AIFs.

Key Responsibilities:

Conduct in-depth research and valuation of equity debt REITs AIFs PMS and other structured products.

Assist in portfolio analytics asset allocation strategies and client reporting.

Leverage tools like AI Excel and other platforms to streamline financial analysis and data modeling.

Support investment advisors with product analysis performance benchmrking taxation implications and documentation.

Maintain and update product pipelines client investment records and compliance checklists.

Coordinate with AMCs fund houses and custodians for product data and insights.

Generate actionable investment ideas backed by research and fundamentals.

Contribute to thought leadership presentations and periodic market updates.

Go to client meetings for presentations.

Qualifications & Experience:

CFA charterholder (mandatory) with 4-5 years of relevant experience in an AMC fund house or wealth management setup.

Self Learner Avid Reader and research oriented and passionate for financial markets.

Very well versed in English communication.

Strong understanding of financial instruments including MF AIF PMS bonds equity and alternatives

Very Proficient in MS Excel and AI tools (Perplexity and Chat gpt) financial modeling and research tools

Knowledge of QAI basic taxation and regulatory frameworks around investments

Exposure to client reporting portfolio reviews and data entry/analysis workflows

Excellent analytical presentation and communication skills

What We Offer:

A high-growth learning-rich environment with mentorship from industry leaders and CEO.

Exposure to both ultra-HNI/family office clients and institutional treasury management

Competitive compensation with performance-based incentives

Opportunity to work across two dynamic financial entities

Fast-track career growth into investment leadership roles

Client interaction and meetings with high profile clients.

Company Details: Leading Treasury and Risk Management Advisory firm Role Overview: We are looking for a sharp detail-oriented Senior Analyst with 4-5 years of experience in investment research and wealth management. The candidate must have cleared CFA Level II or III and should possess strong know...