Senior Analyst or Manager - Wealth and Treasury Solutions

Posted: posted 2 days ago

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Job Description

Location: Mumbai - BKC
Job Type: Full-time
Office Timings: Monday to Friday (8:30am to 5:30pm) Only 2nd and 4th Saturdays are working (9 to 5 pm)

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 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. Understanding and real time experience of value You will work closely with Mr.Abhishek Goenka and the senior leadership and clients to support high-quality investment decisions, portfolio construction, and data-driven insights.

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 benchmarking, 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 (preferred) 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
● Fast-track career growth into investment leadership roles
● Client interaction and meetings with high profile clients.