Website 4thought
Job Description:
Job Title: Analyst – Investments & Wealth Management
Location: HSR Layout, Bangalore
Experience: 2 – 5 Years
Qualification: CFA / MBA (Finance) / CA or equivalent
About the Role:
We are looking for a highly analytical and detail-oriented Analyst to join our Investment & Wealth Management team. The role will involve investment research, financial analysis, portfolio evaluation, and preparation of insights to support investment and wealth management decisions.
Key Responsibilities:
– Conduct financial and investment research across equities, mutual funds, PMS, AIFs and other investment products.
– Analyze companies, financial statements, business performance and key financial metrics.
– Track market trends, economic developments and sector-specific opportunities.
– Evaluate investment opportunities and prepare concise research notes and recommendations for internal review.
– Support portfolio analysis, asset allocation and performance monitoring.
– Prepare financial models, valuation analysis and investment presentations.
– Work closely with senior investment and wealth management teams to provide data-driven insights.
– Monitor existing investments and highlight key developments, risks and opportunities.
– Ensure accuracy and quality of financial data, analysis and reports.
Skills & Competencies:
– Strong analytical and financial modelling skills.
– Good understanding of equity markets, investments and financial products.
– Ability to interpret financial statements and perform company/sector analysis.
– Strong Excel and PowerPoint skills.
– Excellent attention to detail and numerical ability.
– Strong communication and presentation skills.
– Ability to work independently and manage multiple priorities.
What We Offer:
– Exposure to wealth management, investment advisory and family office operations.
– Opportunity to work closely with senior investment professionals and HNI/UHNI client portfolios.
– Exposure to multiple asset classes and investment strategies.
– Fast-paced environment with significant learning and professional growth opportunities.
To apply for this job please visit www.iimjobs.com.
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